Senior Performance Analyst Portfolio Insights & Reporting
Wealthspire
Wealthspire (Fiducient Advisors) in Windsor, CT, is seeking a Senior Performance Analyst to calculate and analyze a diverse client portfolio using performance tools, while supporting the performance team and related processes. You will review reports, mentor junior analysts, and build complex client reporting structures. A Bachelor's in Finance or Economics, CFA/CIPM preferred, and 3–5 years of experience are expected; hybrid work with occasional travel. #J-18808-Ljbffr Wealthspire
Vacancy posted 2 days ago
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