Senior Performance Associate at NFP Corp, Windsor

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

Sr. Performance Analyst Job Locations US-CT-Windsor | US-IL-Chicago Requisition Post Information* : Posted Date 2 months ago (8/19/2026 9:05 PM) Job Requisition ID 2585854 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 Senior Performance Analyst is responsible for calculating and analyzing a diverse portfolio of client performance using various performance and analytical tools as well as assisting with 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 resource regarding performance 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, verify and reconcile performance returns by utilizing custodial data feeds and statements Troubleshoot and provide solutions in collaboration with members of 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 provide accurate data for various client-related tasks Respond to client requests in a timely and efficient manner Support Investment Consultants and assist on a variety of ad-hoc projects Required Education, Professional & Technical Experience Bachelor’s degree required with a preferred concentration in Finance or Economics CIPM or CFA achieved or in-progress preferred <span data-ccp-props='{"201341983":0,"335559739":0,"335559740":276}' styl