{"schemaVersion":"jobsearcher.job.v1","id":"09885bfd3cbfe02495c71caa","url":"https://jobsearcher.com/jobs/09885bfd3cbfe02495c71caa","canonicalUrl":"https://jobsearcher.com/jobs/09885bfd3cbfe02495c71caa","title":"Sr. Performance Analyst","description":"Posting DescriptionFiducient 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 AnalystsActs as a resource to new and junior performance analystsUnderstanding of the subcomponents for team processesProactively looking for efficiencies and ways to improve the process for the Performance teamHelp Investment Consultants and Client Analysts develop insight into client portfolio and investment performanceServe as an expert resourceregardingperformance calculations and other performance conceptsServe as a conduit between the Performance Team and firm Business Council's to provide specialized reporting and insightsCalculate,verifyand reconcile performance returns byutilizingcustodial data feeds and statementsTroubleshoot and provide solutions in collaborationwith membersof the client service team including Consulting Analysts and ConsultantsCreate and proactively execute complex client reporting structuresCollect portfolio characteristics for a variety of investments from outside sourcesPartner with Investment Operations colleagues to provideaccuratedata for various client-related tasksRespond to client requests ina timelyand efficient mannerSupport Investment Consultants andassiston a variety of ad-hoc projectsRequired Education, Professional & Technical ExperienceBachelor's degreerequiredwith a preferred concentration in Finance or EconomicsCIPM or CFA achieved or in-progress preferredThree (3) to five (5) years of investment consulting or financial industry work experience is preferredPreviousCRM, Advent Black Diamond, Adobe, Canoe,PARis, and custodial portal experience is a plusIntermediate knowledge of capital markets, including domestic and foreign equity, fixedincomeand alternative investmentsHard-working professional with a collaborative approach and a desire to work in a team environmentDetail-oriented with keen attention to accuracy and organizationAbility to effectively problem solveOutstanding communication skills are essentialProficiencyin Microsoft Suite and intermediate Excel knowledge isrequiredEssential TraitsTeam OrientedExcellent follow-up skillsExcellent email management communication and etiquetteDetail-oriented with a high level of accuracy and organizationThoughtful ability to establish rapport and build relationshipsCustomer service skillsAdaptability when priorities shift and able to work independentlySound judgment and problem-solving skillsResourcefulnessInnovative, 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 ExpectationsThe 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 Highlights)A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.The base salary range for this position is $90,000-$110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.Paid Time OffGenerous PTO with optional rolloverPersonal/Sick Time10 Holidays with additional half days off for specific holidays throughout the yearSummer PerksBereavement Time -inclusive time off for a loved one, unborn child, or pet.Employer Paid Parental, Personal and Family leaves.Professional Development Day for eligible examsWork Life Convenience BenefitsExclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and moreKindBody - Family & Fertility AssistanceWellness Reimbursement ProgramProfessional Development Designation reimbursementEmployee Referral ProgramEmployee Resource Groups, Mentorship Program & New Hire Cohort401K Plan with company matchCell Phone Reimbursement ProgramFiducient Advisors is an inclusive Equal Employment Opportunity employer.#Wealthspire2585854","company":"Aon","rawCompany":"aon","city":"Windsor","state":"NC","isRemote":false,"isActive":false,"createdAt":"2026-08-21T11:47:52.086Z","occupations":[{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"},{"code":"13-2099.00","title":"Financial Specialists, All Other","slug":"financial-specialists-all-other"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Sr. Performance Analyst","description":"Posting DescriptionFiducient 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 AnalystsActs as a resource to new and junior performance analystsUnderstanding of the subcomponents for team processesProactively looking for efficiencies and ways to improve the process for the Performance teamHelp Investment Consultants and Client Analysts develop insight into client portfolio and investment performanceServe as an expert resourceregardingperformance calculations and other performance conceptsServe as a conduit between the Performance Team and firm Business Council's to provide specialized reporting and insightsCalculate,verifyand reconcile performance returns byutilizingcustodial data feeds and statementsTroubleshoot and provide solutions in collaborationwith membersof the client service team including Consulting Analysts and ConsultantsCreate and proactively execute complex client reporting structuresCollect portfolio characteristics for a variety of investments from outside sourcesPartner with Investment Operations colleagues to provideaccuratedata for various client-related tasksRespond to client requests ina timelyand efficient mannerSupport Investment Consultants andassiston a variety of ad-hoc projectsRequired Education, Professional & Technical ExperienceBachelor's degreerequiredwith a preferred concentration in Finance or EconomicsCIPM or CFA achieved or in-progress preferredThree (3) to five (5) years of investment consulting or financial industry work experience is preferredPreviousCRM, Advent Black Diamond, Adobe, Canoe,PARis, and custodial portal experience is a plusIntermediate knowledge of capital markets, including domestic and foreign equity, fixedincomeand alternative investmentsHard-working professional with a collaborative approach and a desire to work in a team environmentDetail-oriented with keen attention to accuracy and organizationAbility to effectively problem solveOutstanding communication skills are essentialProficiencyin Microsoft Suite and intermediate Excel knowledge isrequiredEssential TraitsTeam OrientedExcellent follow-up skillsExcellent email management communication and etiquetteDetail-oriented with a high level of accuracy and organizationThoughtful ability to establish rapport and build relationshipsCustomer service skillsAdaptability when priorities shift and able to work independentlySound judgment and problem-solving skillsResourcefulnessInnovative, 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 ExpectationsThe 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 Highlights)A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.The base salary range for this position is $90,000-$110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.Paid Time OffGenerous PTO with optional rolloverPersonal/Sick Time10 Holidays with additional half days off for specific holidays throughout the yearSummer PerksBereavement Time -inclusive time off for a loved one, unborn child, or pet.Employer Paid Parental, Personal and Family leaves.Professional Development Day for eligible examsWork Life Convenience BenefitsExclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and moreKindBody - Family & Fertility AssistanceWellness Reimbursement ProgramProfessional Development Designation reimbursementEmployee Referral ProgramEmployee Resource Groups, Mentorship Program & New Hire Cohort401K Plan with company matchCell Phone Reimbursement ProgramFiducient Advisors is an inclusive Equal Employment Opportunity employer.#Wealthspire2585854","datePosted":"2026-08-21T11:47:52.086Z","dateModified":"2026-08-21T11:47:52.086Z","hiringOrganization":{"@type":"Organization","name":"Aon","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Windsor","addressRegion":"NC","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"09885bfd3cbfe02495c71caa"},"url":"https://jobsearcher.com/jobs/09885bfd3cbfe02495c71caa"}}