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Performance Analytics Intern jobs in United States
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Fiducient Advisors · 19 hours ago

Performance Analytics Intern

Fiducient Advisors provides tailored investment consulting services to a variety of clients. They are seeking a Performance Analytics Intern to support the Performance Analytics team through various projects and responsibilities, enhancing their knowledge of the financial services industry.
FinanceHealthcareProfessional ServicesAdviceFinancial ServicesHealth Care

Responsibilities

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

Qualification

Microsoft ExcelFinance majorBusiness majorEconomics majorEnthusiasm for investmentsAttention to detailOrganizational skillsProblem solving

Required

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

Benefits

Performance-based incentives

Company

Fiducient Advisors

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Fiducient Advisors specializes in retirement planning, healthcare, investment strategies, business consultation, and advisory services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2025-09-03Acquired

Leadership Team

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Bob DiMeo
Chairman & Co-Founder
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Company data provided by crunchbase