Performance Associate at NFP Corp, Windsor

Performance Associate at NFP Corp in Windsor. Internship. Est. up to $130k. Apply with swipeandhired.

Performance Analyst Job Locations US-CT-Windsor | US-IL-Chicago Requisition Post Information* : Posted Date 2 months ago (8/19/2026 8:40 PM) Job Requisition ID 2585407 Number of Openings 1 Job Family Investment Analysis Posting Description 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 Performance Analyst is responsible for calculating and analyzing a diverse performance and analytical tools. Responsibilities: Calculate, verify, and reconcile performance returns by utilizing custodial data feeds and statements Troubleshoot and provide solutions in collaboration with money managers and custodians Create and proactively execute client reporting structures Collect portfolio characteristics for a variety of investments from outside sources Partner with Investment Operations colleagues to provide accurate data for various client-related tasks Respond to client requests in a timely and efficient manner Support Investment Consultants Required Education, Professional & Technical Experience Bachelor’s Degree required with a preferred concentration in Finance or Economics CIPM or CFA candidates are a plus Internship experience or up <span s