What are the responsibilities and job description for the Performance Analytics Intern position at Fiducient Advisors?
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Who We Are
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.
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)
Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
The hourly 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.
Who We Are
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.
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
- 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
- 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
Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
The hourly 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.
Salary : $20 - $27