aaron bassin
Performance Analyst at Fiducient Advisors
analyst fiducient advisor
experienced analyst demonstrated track record financial service industry . confident contributor brings dedicated work-ethic outstanding emotional intelligence . comfortable working individually , part dedicated team . currently , 'm continuing education certification graduate program .
Fiducient Advisors
https://www.linkedin.com/company/fiducient-advisors
Performance Analyst
-Co-Head the team that launched a new wealth management portal for our clients. This new portal automated meeting materials and provided clients with personal login portals where they can view daily investment performance.
-Assisted Consultants by preparing meeting materials for quarterly client meetings. This included calculating performance on complex portfolios including alternative investments.
-Worked directly with clients to solve day-to-day problems. 
-After our merger with FIA, Co-Head the team that ensured a seamless transition for our clients onto the new wealth management portal. This included over 500 clients.
Chicago, Illinois
https://media-exp1.licdn.com/dms/image/C4E0BAQHSjEYpQZxVJQ/company-logo_100_100/0/1617014116979?e=1655942400&v=beta&t=R6rVyG76EUTp0VlftQKj2OvdwJmdoPsaFpjyWzdTG5A
Northern Trust Corporation
https://www.linkedin.com/company/northern-trust
Senior Analyst
Chicago, Illinois, United States
https://media-exp1.licdn.com/dms/image/C560BAQHaCMtyPguCqQ/company-logo_100_100/0/1519856143018?e=1655942400&v=beta&t=hJwp1REoACMKTGfxKBa9aH1KSnw_jY6fsQYLV80QIXM
Northern Trust Corporation
https://www.linkedin.com/company/northern-trust
Analyst, Hedge Fund Services
Worked directly with Northern Trust’s external hedge fund clients to provide a variety of services. 
-Served as the first point of contact between Hedge Fund Managers and their prime brokers. 
-Ensured that trade settlement was executed in a timely manner.
-Provided reconciliation and valuation services for a wide variety of financial products including equities, bonds, futures, and options.
-In my final months at the firm, I led the onboarding of a hedge fund with more than 13 billion in AUM onto the Northern Trust platform. 

Through my time at Northern Trust I gained a vast knowledge of various asset classes, transaction types, and capital allocation strategies. 

The Northern Trust Hedge Funds Services team I served under was a high-paced, client focused, and detail oriented group. I am proud of what our team accomplished while I was at the firm, bringing value to Northern Trust and the customers we served.
Chicago, Illinois
https://media-exp1.licdn.com/dms/image/C560BAQHaCMtyPguCqQ/company-logo_100_100/0/1519856143018?e=1655942400&v=beta&t=hJwp1REoACMKTGfxKBa9aH1KSnw_jY6fsQYLV80QIXM
Northern Trust Corporation
https://www.linkedin.com/company/northern-trust
Asset Management: Performance & Reporting
Provided Daily and monthly portfolio performance reports for high net-worth clients. Assisted in the reconciliation of factsheets, accounting reports, and investment reports. Worked with a team to price alternative assets by using quantitative and qualitative data. Identified opportunities to further streamline and automate custom reports using VBA that retrieved Pricing and Characteristic data from Bloomberg and Factset for Client service associates.
Tempe, AZ
https://media-exp1.licdn.com/dms/image/C560BAQHaCMtyPguCqQ/company-logo_100_100/0/1519856143018?e=1655942400&v=beta&t=hJwp1REoACMKTGfxKBa9aH1KSnw_jY6fsQYLV80QIXM
Vivint Smart Home
https://www.linkedin.com/company/vivint
Sales Associate
-	Generated leads for smart home systems in the Santa Monica area by educating customers on products and services
-	Followed up with customers who had shown history of interest in products to close deals and negotiate pricing.
Greater Los Angeles Area
https://media-exp1.licdn.com/dms/image/C4D0BAQGJ7MzczH-YsQ/company-logo_100_100/0/1604336567153?e=1655942400&v=beta&t=9dUBR5ZoJcZBAejm2l_i_abGb5qrNqw-cOW6H7qYCPk
Finance
Bachelor's of Science
University of Arizona
https://www.linkedin.com/school/uarizona/
https://media-exp1.licdn.com/dms/image/C560BAQE14g3Bkn8dTQ/company-logo_100_100/0/1614987713189?e=1655942400&v=beta&t=dd8alxoBlnoNS6dzWF75ZFtOgmC4ovh8z11N6Y43A68
Sigma Chi International Fraternity
Multiple leadership positions held
https://www.linkedin.com/in/nick-wilson-cep-239039a5
Nick Wilson, CEP
Stock Plan Professional
Greater Chicago Area
https://www.linkedin.com/in/jacob-anderson-cfa-31362010a
Jacob Anderson, CFA
Senior Performance Analyst at Fiducient Advisors
Naperville, IL
https://www.linkedin.com/in/alexander-weiss-04547786
Alexander Weiss
Senior Performance Analyst at Fiducient Advisors
Greater Chicago Area
https://www.linkedin.com/in/michael-sloan-2631475b
Michael Sloan
Senior Performance and Systems Analyst, Team Lead at Fiducient Advisors
Chicago, IL
https://www.linkedin.com/in/sydneyievans
Sydney Evans, PHR
Human Resources Manager at Fiducient Advisors
Wheaton, IL
https://www.linkedin.com/in/arielle-schwartz-8592465b
Arielle Schwartz
Senior Marketing Associate at Fiducient Advisors
Greater Chicago Area
https://www.linkedin.com/in/tyler-nichols-901bbb7a
Tyler Nichols
Senior Manager of Performance Analytics at Fiducient Advisors
Batavia, IL
https://www.linkedin.com/in/bobdimeo
Bob DiMeo
Fiducient Advisors CEO I Passionate about helping colleagues grow and clients prosper I Author and Humanitarian
Chicago, IL
https://www.linkedin.com/in/matthew-witt-08713729
Matthew Witt
Senior Analyst at Equity LifeStyle Properties, Inc.
Chicago, IL
https://www.linkedin.com/in/bradley-johnson-cipm-60690795
Bradley Johnson, CIPM
Senior Performance Analyst, Team Lead at Fiducient Advisors
Greater Chicago Area
https://www.linkedin.com/in/beausheedy
Beau Sheedy
Financial Consultant
Phoenix, AZ
https://www.linkedin.com/in/christine-jordan-cfp%C2%AE-0a0b629
Christine Jordan, CFP®
Certified Financial Planner
Greater Chicago Area
https://www.linkedin.com/in/ryan-walter-660b409
Ryan Walter
Senior Consultant
Greater Chicago Area
https://www.linkedin.com/in/mohammed-khan-cfe-95ba72a7
Mohammed Khan, CFE
Owner - Starfleet Logistics LLC
Greater Chicago Area
https://www.linkedin.com/in/joelhainsfurther
Joel Hainsfurther, CFA
Senior Research Analyst – Global Public Markets at Fiducient Advisors
United States
https://www.linkedin.com/in/peter-santoro
Peter Santoro
Animal Care Specialist II at OdySea Aquarium
Phoenix, AZ
https://www.linkedin.com/in/ryan-p-tracy-cfp%C2%AE-b343a158
Ryan P. Tracy, CFP®
Senior Investment Consultant  - Fiducient Advisors
Greater Chicago Area
https://www.linkedin.com/in/ismael-ramirez-1514211aa
Ismael Ramirez
Web Designer
Sahuarita, AZ
Before the Bloomberg Terminal, FX traders had to negotiate trades over the phone - one dealer at a time. Today, sitting on the desks of 325,000 of…
https://www.linkedin.com/signup/cold-join
Liked by Aaron Bassin
Keeping track of the latest tax, estate planning, and retirement changes can be very challenging. Use our 2022 Financial Planning Guide as a resource…
https://www.linkedin.com/signup/cold-join
Shared by Aaron Bassin
Keeping track of the latest tax, estate planning, and retirement changes can be very challenging. Use our 2022 Financial Planning Guide as a resource…
https://www.linkedin.com/signup/cold-join
Liked by Aaron Bassin
Lawrence Aaron Bassin
https://www.linkedin.com/in/lawrence-aaron-bassin-77a96997
Licensed Associate Real Estate Salesperson Manhattan Specialist at Keller Williams NYC
New York, NY
Aaron Bassin
https://au.linkedin.com/in/aaron-bassin-09a3ab66
CEO and Co-Founder at Bridgit | Fintech entrepreneur | Using technology to help Australians progress in their lives
Sydney, NS
https://media-exp1.licdn.com/dms/image/C4E07AQFpJ0llF69J1w/group-logo_image-shrink_92x92/0/1631006269317?e=1647694800&v=beta&t=WqEKXdRedphXazSKuRo-pzL_gqqrJCpjMXtE-Zr7aM8
WSJ Noted. Adviser Network
https://www.linkedin.com/groups/4093806
https://media-exp1.licdn.com/dms/image/C4D07AQGAx4f7z0Q5eg/group-logo_image-shrink_200x200/0/1631361894987?e=1647694800&v=beta&t=QAysPjWeUyH8mhLLR1P8QW77xGWWS7sYh6spWRZWogw
2016 Northern Trust Intern Class
https://www.linkedin.com/groups/4968806