Performance Analytics Intern - Fiducient Advisors : Job Details

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

Fiducient Advisors seeks a Performance Analytics Intern to join our team. This individual is responsible for a variety of responsibilities and projects that will allow them to enhance their knowledge in the financial services industry.

Responsibilities (or Project Work):

• Aid with new client onboarding in Fiducient's performance systems
• Data inputting and maintenance in Fiducient's performance systems
• Participate in learning opportunities with Performance team leaders
• Assist with data maintenance of Fiducient's CRM system
• Leverage Excel to reconcile Fiducient performance data
• Other ad-hoc project work

Knowledge, Skills & Abilities:

• Preferably a rising senior
• Finance, Business, or Economics major required
• Excellent attention to detail
• Strong organizational and prioritization skills
• Problem solving skillset, paired with the ability to handle multiple projects at one time
• General enthusiasm about investments / the financial services industry
• Proficiency using Microsoft suite products, especially Microsoft Excel

Travel Requirements:

There is no travel expected for this role

Work Environment:

• This role works in a professional office environment located in Windsor, CT, or Chicago, IL
• The role is in-person three days a week and remote two days per week
• This role routinely uses standard office equipment

Physical Job Expectations:

The 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.

• Sitting, particularly for sustained periods of time
• Regularly required to speak and hear
• Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
• Ability to lift up to 25 pounds
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

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 diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.

The hourly rate for this position is $20.00 – $25.00 per hour.

The hourly rate 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 hourly rate offered will be determined on a case-by-case basis.

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.