Senior Performance and Attribution Analyst

Job Description : The Role

Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments!

We are looking for a Senior Performance and Attribution Analyst who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements.

The Expertise and Skills You Bring

• Bachelor’s degree in economics or finance a plus; 7+ years of professional work experience
• 5+ years of experience in fund accounting or performance related environment preferred
• Knowledge of performance, attribution, and multi-asset class investment strategies
• Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics
• Passion and curiosity for digital asset technologies and performance
• Exposure to performance metrics and methodologies in the cryptocurrency industry
• Experience in defining business requirements to support technical specifications
• Ability to communicate effectively with both technical and non-technical teams
• Implement performance improvement initiatives based on data-driven analysis and market trends
• Lead cross-functional teams and influence without authority
• Attention to detail and ability to excel in a fast-paced environment
• Strong Microsoft office skills required (Excel, Word, PowerPoint)
• Comfortable navigating ambiguity and ability to adapt / reprioritize tasks as necessary
• Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders
• Managing relationships with the department’s client groups and business partners
• Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity’s advisors
• Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally
• Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors
• Responding to adhoc inquiries from portfolio managers, senior leaders and other clients / business partners

Note : Fidelity is not providing immigration sponsorship for this position.

The Team

The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly / quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders.

We are hiring a Senior Performance and Attribution Analyst at grade levels 5 or 6.

Certifications : Category :

Investment Operations

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.