Performance Analytics Intern
Wealthspire, Windsor, CT, United States
Who We Are
Fiducient Advisors (a Wealthspire company) opened its doors on May 1, 1995, striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. This begins by providing advice that addresses each client’s unique concerns, obligations, and goals.
We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts by ensuring we check egos at the door, take accountability, and are thoughtfully driven.
PERFO014735_2
Internship Description Our 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the Fiducient Advisors Performance Analytics team. The position involves day-to-day responsibilities and a variety of projects that will allow interns to enhance their knowledge of the financial services industry. The role is in-person three days a week and remote two days per week.
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
Qualifications
Rising junior or senior preferred
Genuine interest in investment research or investment consulting and desire to learn more about the financial services industry
Strong analytical skills with a keen attention to detail, organization skills and time management skills
Ability to work independently and collaboratively in a collegial environment with excellent verbal and written communication skills
Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel
What We Offer 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.
The base salary range for this position is $20.00 – $27.00 per hour. The base salary 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 base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
#J-18808-Ljbffr
We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts by ensuring we check egos at the door, take accountability, and are thoughtfully driven.
PERFO014735_2
Internship Description Our 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the Fiducient Advisors Performance Analytics team. The position involves day-to-day responsibilities and a variety of projects that will allow interns to enhance their knowledge of the financial services industry. The role is in-person three days a week and remote two days per week.
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
Qualifications
Rising junior or senior preferred
Genuine interest in investment research or investment consulting and desire to learn more about the financial services industry
Strong analytical skills with a keen attention to detail, organization skills and time management skills
Ability to work independently and collaboratively in a collegial environment with excellent verbal and written communication skills
Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel
What We Offer 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.
The base salary range for this position is $20.00 – $27.00 per hour. The base salary 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 base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
#J-18808-Ljbffr