Manager, Investment Performance Measurement & Analysis

Job Description:

The Role

Do you want to be part of a growing Wealth Management Technology team that's developing and delivering solutions to meet the expanding performance and analytics needs of the Enterprise? We are looking for a motivated, analytical, and collaborative individual to join our team.

As a key member of the Performance Measurement & Analysis (PMA) product area, the Manager of Investment Performance Measurement & Analysis will play a crucial role in driving the technical implementation of performance capabilities, shaping the future of our product roadmap, and maximizing the value of our platform across the enterprise. You will partner closely with asset management, Fidelity's distribution channels, and the broader organization to deliver a diverse range of investment performance and analytics capabilities to meet the needs of retail, intermediary, and Institutional Clients.

Core Responsibilities Include:

• Partnering with product, asset management, software development and other key stakeholders to drive requirements definition and technical implementation of performance and analytics capabilities

• Continuously monitor industry best practices and the regulatory landscape, evaluating impact on performance capabilities and defining related changes to methodology and oversight/controls

• Documenting policies and procedures covering business support and oversight of performance calculations and processes

• Engaging in research and analysis to inform product area strategy, vision and capability roadmap

• Providing product management support and driving resolution of issues, business risks and client inquiries

• Identifying opportunities to maximize value of the performance measurement and analysis platform across the enterprise.

The Expertise and Skills You Bring

• Bachelor's degree business, finance, or equivalent work experience

• 3-5 years of progressive financial services, experience in investment performance measurement, reporting, and analysis preferred

• Progress towards/interest in pursuing the CFA or CIPM certification a plus

• Strong analytical and critical thinking skills with the ability to understand and resolve complex problems

• Excellent organizational skills and the ability to contribute to multiple projects concurrently

• Ability to work collaboratively, to interact and build strong working relationships within the team and with key partners and stakeholders.