Investment Performance Specialist

2 weeks ago

White River Junction, Vermont, United States Fiducient Advisors Full time

Company Overview:

Fiducient Advisors is dedicated to offering customized and personalized investment consulting services to a diverse clientele, including retirement plan sponsors, endowments, foundations, private clients, and financial institutions. With a team of over 200 professionals across the nation, we are committed to our mission of enabling clients to thrive.

Role Overview:

The Performance Analyst plays a crucial role in assessing and calculating the performance of a varied client portfolio, employing a range of performance measurement and analytical tools.

Key Responsibilities:

  • Compute, validate, and reconcile performance returns by leveraging custodial data feeds and statements.
  • Identify and resolve issues in collaboration with asset managers and custodians.
  • Design and implement proactive client reporting frameworks.
  • Gather portfolio characteristics for various investments from external sources.
  • Collaborate with Investment Operations colleagues to ensure accurate data for client-related activities.
  • Address client inquiries promptly and efficiently.
  • Assist Investment Consultants with various ad-hoc projects.

Required Qualifications:

  • A Bachelor's Degree is essential, preferably in Finance or Economics.
  • Candidates pursuing CIPM or CFA designations are advantageous.
  • Internship experience or up to three years in Investment Consulting or the Financial Industry is preferred.
  • Proficiency in Microsoft Office Suite and intermediate Excel skills are mandatory.
  • Experience with CRM systems, Advent Black Diamond, Adobe, and custodial portals is beneficial.
  • A fundamental understanding of capital markets, including domestic and international equities, fixed income, and alternative investments is required.
  • A diligent professional with a collaborative mindset and a passion for teamwork.

Essential Traits:

  • Ability to build rapport and foster relationships.
  • Excellent communication skills, both written and verbal, particularly in public settings.
  • Adaptability to changing priorities while working independently.
  • Strong judgment and problem-solving capabilities.
  • Innovative, inquisitive, and enthusiastic approach.
  • Detail-oriented with a commitment to accuracy and organization.
  • Capacity to develop inclusive and equitable working relationships that promote a sense of belonging.
  • Dedication to working in an organization that values diversity, equity, inclusion, and anti-racism.

Work Environment & Travel:

  • This position may require up to 5% travel for training and business events.
  • The role supports a hybrid work model, with three days in a professional office and two days remotely.

Physical Job Expectations:

  • Ability to remain stationary for extended periods, up to 8 hours.
  • Regularly operate a computer and other office equipment.
  • Communicate information effectively to ensure understanding.
  • Occasional movement throughout the office to access different areas.
  • Capability to lift equipment weighing up to 25 pounds.
  • Reasonable accommodations may be provided for individuals with disabilities.

What We Offer:

We provide a workplace that embraces authenticity and values the unique qualities of each individual. Our commitment to educating our team and fostering growth is evident in our intentional actions regarding diversity, equity, belonging, and inclusion. We aim to be proactive participants in driving change within and beyond our industry.

Benefits:

  • Generous Paid Time Off (PTO) with rollover options.
  • Personal and Sick Time.
  • Ten holidays, with additional half days off for select holidays.
  • Summer perks and bereavement leave for loved ones.
  • Employer-paid parental, personal, and family leave.
  • Professional development days for eligible exams.

Convenience Benefits:

  • Exclusive wellness programs and resources.
  • Family and fertility assistance through KindBody.
  • Wellness reimbursement initiatives.
  • Professional development designation reimbursement.
  • Employee referral programs and resource groups.
  • 401K plan with company matching.
  • Cell phone reimbursement program.

Fiducient Advisors is a proud CFA Institute DEI Signatory, committed to advancing diversity, equity, and inclusion through measurable actions.

Fiducient Advisors is an Equal Opportunity Employer, providing equal opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition, or any other characteristic protected by law. We expect all employees to uphold this policy and foster a respectful environment for all individuals.

We are dedicated to maintaining a workplace that embraces authenticity and values the differences that make each of us unique. Our commitment to education, growth, and intentional actions related to diversity, equity, equality, belonging, and inclusion is unwavering.

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