Performance Analyst - Investment Analytics & Reporting
NFP
Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze performance data and client reports across a broad investment platform. You will reconcile returns, collect portfolio characteristics, and partner with Investment Operations to ensure data accuracy and timely responses to clients. Ideal candidates hold a finance/economics degree, CIPM/CFA candidates, and internship or up to three years in investment consulting. #J-18808-Ljbffr NFP
- ...part of Wealthspire, is seeking a Performance Analyst to calculate and analyze a... ...diverse set of performance data and analytical tools. The role collaborates... ...money managers, custodians, and investment operations to ensure accurate reporting and client service. The...SuggestedWork at officeRemote work
$65k - $90k
...Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze performance data across our client platforms and reporting tools. You will verify returns,... ..., compile client reports, and support Investment Consultants, with a collaborative, detail...Suggested- Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze performance data and deliver client reporting. The role involves collaboration with money managers, custodians, and Investment Operations to ensure accuracy and timeliness in a...SuggestedInternshipWork at office
- Wealthspire (Fiducient Advisors) in Windsor, CT, is seeking a Senior Performance Analyst to calculate and analyze a diverse client portfolio using... ...the performance team and related processes. You will review reports, mentor junior analysts, and build complex client reporting...Suggested
- Fiducient Advisors is seeking a Senior Performance Analyst to calculate and analyze client... ...tools and data feeds. This role supports Investment Consultants, Analysts, and the Performance... ..., driving insights and accuracy in reporting. The position requires a finance-related...Suggested
$90k - $110k
Fiducient Advisors, part of Wealthspire, invites applications for a Senior Performance Analyst who will calculate and analyze client performance using diverse tools and support the team with reporting and process improvements. The role requires a finance-focused education,...Work at officeRemote work- Fiducient Advisors, part of Wealthspire, seeks an Investment Operations professional to reconcile performance data, assist money managers and custodians, and build client reporting structures. The role emphasizes collaboration, accuracy, and timely client responses. The...InternshipWork at office
- Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze diverse performance... ...with money managers, custodians, and investment consultants. The role emphasizes accuracy, reporting, and data integrity across domestic and international...Internship
- Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze performance metrics and support client reporting structures. The role collaborates with money managers, custodians, and Investment Consultants to ensure accurate data and timely...
$65k - $90k
...information, visit and The Performance Analyst is responsible for... ...a diverse performance and analytical tools. Responsibilities:... ...proactively execute client reporting structures Collect portfolio... ...characteristics for a variety of investments from outside sources...Summer workInternshipWork at officeRemote workShift work- Fiducient Advisors is seeking a Senior Performance Analyst to calculate and analyze client... ...varied portfolio using multiple analytical tools. The role supports Investment Consultants and Client Analysts, ensuring accurate performance reporting and insightful client insights....
- Responsibilities Prepare and produce routine departmental reports and spreadsheets Responsible for data collection and consolidation... ...for reporting Maintain and update various departmental reports Perform routine analysis and judgment based work Support continuous...Work experience placement
- ...Advisors, part of Wealthspire, seeks a Senior Performance Analyst to calculate and analyze client... ...the performance team and collaborate with Investment Consultants and Client Analysts to deliver insights and accurate reporting. The role requires a finance/economics background...Work at office
- Fiducient Advisors seeks a Senior Performance Analyst to calculate and analyze client performance across a diverse portfolio using performance tools. You will support investment teams, troubleshoot issues, and help develop insights for consultants and analysts. Hybrid work...
- ...outcomes Synthesizes results into succinct, easily digestible deliverables Delivers professional data products (e.g., dashboards, reports, documentation) with prescriptive, actionable insights Leverages automation tools to streamline data ingestion and outputs Leads...Work experience placement
- Project Manager/Business Analyst (Contractor) Reports to: Head of Investment Technology and Data Management. About the... ...of project management with the analytical expertise of a business analyst.... ...integration. Business Analysis Perform in-depth analysis of business processes...Remote jobFor contractorsWork at office
- ...ROI of digital marketing programs. Deliver comprehensive analytics—including reports, dashboards, and presentations—to diagnose issues, identify... ...Requirements 2‑4+ years proven experience as a Business Analyst or Senior Business Analyst, preferably in business and/or...
$43.89k - $102.08k
...Position Summary The Business Analyst provides foundational support... ...regulatory and state reporting requirements. This role provides... ...deadlines and reporting status Perform basic completeness, formatting... ...gaps or inconsistencies Data & Analytical Expectations Ensure...Remote jobHourly payFull timeTemporary workLocal area£72.72k - £83.51k per year
Band 8b Senior Business Analyst - Income Reporting | Royal Free London NHS Foundation Trust Company... ...commissioner income reports, contract performance analysis, statutory returns, and... ...colleagues. The role combines advanced analytical and technical expertise in SQL, SLAM...Contract workLocal area$46.99k - $122.4k
...time. Position Summary As a Senior Analyst - Business Analytics you will be part of a highly skilled... ...Expertise, Testers, Quality Engineers, and Reporting teams, supporting enterprise... ...insights into testing, defects, and performance metrics. Use AI-assisted tools to accelerate...Hourly payFull timeTemporary workLocal area$35 - $37 per hour
...Salary: $35.00 - $37.00 (US Dollar) Position: Performance Data Analyst with 8+ years of experience Responsibilities Data analysis Investment Maintains and monitors data pipelines to... ...Tableau Desktop to support performance reporting and insights. Performs data repairs and...$60k
...growth are core to how we operate. We invest in our workforce through training, education... ...required. The Risk, Quality, and Performance Analyst serves as the Risk, Quality, and... ...role is responsible for monitoring and reporting on service quality, performance metrics...Contract workRemote work- ...Experience in ad hoc data analysis and reporting.Hands-on strong experience in building... ...stored procedures, aggregate operations and performance tuning.Experience in designing &... ...procedures in Postgres and Mongo DB.Strong analytical and problem-solving skills.Ability to...
- ...Actuarial, Data Science and Reporting partners across the enterprise... ...necessary to draw out data and analytics business requirements... ...accurately from stakeholders.Performs requirements planning, monitoring... ...checking the work of Business Data Analysts within their group.Acts as a...Full timeContract workRemote work
- ...Connecticut is seeking a Business Analyst (Supply Chain) for a contract opportunity... ...Assist with data analysis, reporting, and performance metric tracking Help facilitate testing... ...and stakeholder management ~ Strong analytical and problem-solving skills ~ Proficiency...Contract work
$60k - $85k
A Human Resources Generalist/Business Analyst role is currently available at Belcan in Windsor... ..., process improvement, and data analytics initiatives. This position serves as a key... ...compliance. * Ensure HR data, records, and reporting comply with company standards and...Full timeFor contractorsWork at officeLocal areaRemote work- ...Job Title* Consultant - Business Consulting | Analytics - Functional | Business Analyst Work Location HartfordCT6155 Vendor Rate*XXX/hr Contract duration (in months)* 12 Job Details: Must Have Skills (Top 3 technical skills only) * 1. Group Life Insurance...Contract work
- Pentangle Tech Services | P5 Group is seeking a skilled MES support professional to ensure optimal performance of Manufacturing Execution System software and sustained client satisfaction. You will monitor operations, troubleshoot issues, and escalate where needed to keep...
$92.25k - $102.5k
...based on managerial discretion and work performance. All applicants must be able to work up... ...all operating companies. Utilizes data analytics and working collaboratively with the operational... ...and implement automation of recurring reports. Monitor and analyze collections...For contractorsH1bWork at officeRemote work- ...Summary - The Asset Management Analyst position is designed to... ...asset team through data and analytics. The primary goal of the Asset... ...achieve accurate tracking and reporting of our assets.Create exception... ...of action to achieve AM goals.Performs other duties as assigned.Skills...Full timeTemporary workLocal area
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