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Hybrid Investment Performance Analyst

NFP, an Aon company

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 ideal candidate has a finance/economics focus, relevant internships or up to 3 years in investment consulting, and proficiency in Excel/Microsoft Office. Experience with CRM, Advent Black Diamond, and custodial portals is a plus. #J-18808-Ljbffr NFP, an Aon company

Vacancy posted 2 days ago
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