Performance Analyst
Hartford, CT, United States
Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.
The Performance Analyst is responsible for calculating and analyzing a diverse portfolio of client performance using various performance and analytical tools.
Responsibilities:
Calculate, verify, and reconcile performance returns by utilizing custodial data feeds and statements
Troubleshoot and provide solutions in collaboration with money managers and custodians
Create and proactively execute client reporting structures
Collect portfolio characteristics for a variety of investments from outside sources
Partner with Investment Operations colleagues to provide accurate data for various client-related tasks
Respond to client requests in a timely and efficient manner
Support Investment Consultants and assist on a variety of ad-hoc projects
Required Education, Professional and Technical Experience:
Bachelor’s Degree required with a preferred concentration in Finance or Economics
CIPM or CFA candidates are a plus
Internship experience or up to three (3) years of Investment Consulting or Financial Industry Experience is preferred
Proficiency in Microsoft Suite and intermediate Excel knowledge is required
Previous CRM, Advent Black Diamond, Adobe, and custodial portal experience is a plus
Fundamental knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
Hard-working professional with a collaborative approach and a desire to work in a team environment
Thoughtful ability to establish rapport and build relationships.
Exceptional communication in a public setting with notable writing and presentation skills.
Adaptability when priorities shift and able to work independently.
Sound judgment and problem-solving skills.
Innovative, curious, and enthusiastic.
Detail-oriented with a high level of accuracy and organization.
Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.
This role may travel up to 5% of the time for training and or business/events.
This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
Physical Job Expectations:
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
Must be able to remain in a stationary position for up to 8 hours.
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
The person in this position may at times need to move throughout the building to access different areas.
Ability to move equipment weighing up to 25 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.
Paid Time Off
Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams
Work Life Convenience Benefits
Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody – Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.
Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.
We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.
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