Wealth Management - Fiduciary Consulting Group (FCG), Performance Analyst - Analyst / Associate
On-site · United States
Core
Entry-level performance analyst supporting institutional clients with investment due diligence, reporting, and data reconciliation for the Fiduciary Consulting Group.
Role type
Entry-level analyst (performance reporting)
Builds
Client performance reports and investment analysis for institutional RIA clients
Domain
Wealth Management / Investment Consulting
Deliverable
dashboards & analysis
Required skills
Investment analysis, Data integration, Recordkeeping, Vendor management, Asset class research, Macroeconomic research, Excel, PowerPoint, Bloomberg, eVestment, Morningstar Direct
Responsibilities
Direct client and consultant support, Client performance reporting, Data integration and reconciliation, Recordkeeping and expense evaluation, Client vendor management, Asset class and macroeconomic research