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Investment Performance Specialist

2 months ago

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

Company Overview:

Fiducient Advisors is dedicated to providing customized and individualized 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 facilitating client success.

Position Summary:

The Performance Analyst plays a crucial role in assessing and interpreting a varied portfolio of client performance through the application of multiple performance and analytical tools.

Key Responsibilities:

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

Required Qualifications:

  • A Bachelor's Degree is required, 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 essential.
  • Experience with CRM systems, Advent Black Diamond, Adobe, and custodial portals is a plus.
  • Fundamental understanding of capital markets, including domestic and international equity, fixed income, and alternative investments.
  • A diligent professional with a collaborative mindset and a desire to work within a team setting.

Essential Attributes:

  • Ability to build rapport and foster relationships.
  • Outstanding communication skills, both written and verbal, in public settings.
  • Flexibility to adapt to changing priorities while working independently.
  • Strong judgment and problem-solving capabilities.
  • Innovative, inquisitive, and enthusiastic attitude.
  • Detail-oriented with a commitment to accuracy and organization.
  • Ability to cultivate inclusive and equitable working relationships.
  • Passionate about contributing to an organization that prioritizes diversity, equity, inclusion, and anti-racism.

Work Environment & Travel:

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

Physical Job Expectations:

  • Must be able to remain in a stationary position for extended periods.
  • Frequent operation of a computer and other office equipment.
  • Ability to communicate effectively and exchange accurate information.
  • May need to navigate throughout the building to access various areas.
  • Ability to lift equipment weighing up to 25 pounds.
  • Reasonable accommodations may be made for individuals with disabilities to perform essential job functions.

What We Offer:

A workplace that embraces authenticity and values the unique qualities of each individual. We are committed to educating our team, evolving as a firm, and taking deliberate actions regarding diversity, equity, belonging, and inclusion. We strive to be proactive participants in fostering change within and beyond our industry.

Benefits:

  • Generous Paid Time Off with rollover options.
  • Personal and Sick Leave.
  • Ten Holidays with additional half days off for specific occasions.
  • Summer perks and bereavement leave.
  • Employer-paid parental, personal, and family leave.
  • Professional Development Days for eligible examinations.

Convenience Benefits:

  • Exclusive wellness programs and resources.
  • Family and fertility assistance services.
  • Wellness reimbursement opportunities.
  • Professional development designation reimbursement.
  • Employee referral incentives.
  • Employee resource groups and mentorship programs.
  • 401K plan with company matching.
  • Cell phone reimbursement options.

Fiducient Advisors is an Equal Opportunity Employer, committed to 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 carrier status, or any other characteristic protected by law. We expect all employees to uphold this policy and create a respectful environment for all individuals.

We are dedicated to maintaining a workplace that values authenticity and promotes acceptance of our differences. Our commitment to education, growth, and intentional actions related to diversity, equity, equality, belonging, and inclusion is paramount as we strive to effect positive change in our industry.