Wealth Management - Fiduciary Consulting Group (FCG), Performance Analyst - Analyst / Associate
Core
Entry-level performance analyst supporting institutional clients with investment due diligence, reporting, data reconciliation, and vendor management.
Role type
Entry-level analyst (performance reporting)
Builds
Client performance reports and investment analysis
Domain
Wealth Management / Institutional Consulting
Deliverable
dashboards & analysis
Required skills
Data integration, recordkeeping, investment expense evaluation, benchmarking, asset class research, macroeconomic research, Microsoft Office proficiency
Preferred skills
Bloomberg, eVestment, Morningstar Direct, CFA designation pursuit
Responsibilities
Direct client & consultant support, Client performance reporting, Data integration & reconciliation, Recordkeeping and investment expense evaluation, Client vendor management, Asset class and macroeconomic research
Seniority
Entry-level, 0-5 years experience