Associate Data Analyst Jobs in Winsted, CT (NOW HIRING)

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom.

We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com and www.fiducientadvisors.com.

The Senior Performance Analystis responsible forcalculating and analyzing a diverse portfolio of client performance using various performance and analytical tools as well asassistingwith broad team processes and development.

Responsibilities:

• Review reports and projects assigned to Performance Analysts

• Acts as a resource to new and junior performance analysts

• Understanding of the subcomponents for team processes

• Proactively looking for efficiencies and ways to improve the process for the Performance team

• Help Investment Consultants and Client Analysts develop insight into client portfolio and investment performance

• Serve as an expert resourceregardingperformance calculations and other performance concepts

• Serve as a conduit between the Performance Team and firm Business Council's to provide specialized reporting and insights

• Calculate,verifyand reconcile performance returns byutilizingcustodial data feeds and statements

• Troubleshoot and provide solutions in collaborationwith membersof the client service team including Consulting Analysts and Consultants

• Create and proactively execute complex client reporting structures

• Collect portfolio characteristics for a variety of investments from outside sources

• Partner with Investment Operations colleagues to provideaccuratedata for various client-related tasks

• Respond to client requests ina timelyand efficient manner

• Support Investment Consultants andassiston a variety of ad-hoc projects

Required Education, Professional & Technical Experience

• Bachelor's degreerequiredwith a preferred concentration in Finance or Economics

• CIPM or CFA achieved or in-progress preferred

• Three (3) to five (5) years of investment consulting or financial industry work experience is preferred

• PreviousCRM, Advent Black Diamond, Adobe, Canoe,PARis, and custodial portal experience is a plus

• Intermediate knowledge of capital markets, including domestic and foreign equity, fixedincomeand alternative investments

• Hard-working professional with a collaborative approach and a desire to work in a team environment

• Detail-oriented with keen attention to accuracy and organization

• Ability to effectively problem solve

• Outstanding communication skills are essential

• Proficiencyin Microsoft Suite and intermediate Excel knowledge isrequired

Essential Traits

* Team Oriented
* Excellent follow-up skills
* Excellent email management communication and etiquette
* Detail-oriented with a high level of accuracy and organization
* Thoughtful ability to establish rapport and build relationships
* Customer service skills
* Adaptability when priorities shift and able to work independently
* Sound judgment and problem-solving skills
* Resourcefulness
* Innovative, curious, and enthusiastic.
* Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
* Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

* This role may travel up to 5% of the time for training and or business/events.
* This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
* Must be able to remain in a stationary position for up to 8 hours.
* Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
* The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
* The person in this position may at times need to move throughout the building to access different areas.
* Ability to move equipment weighing up to 25 pounds.
* Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary High