Performance Analysis 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 Performance and Attribution Analyst who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios. 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 be responsible for accurately executing the performance 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 Accounting, Finance, or related field required
• 3+ years of experience; 2+ years of experience in fund accounting or performance related environment preferred
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• Some knowledge of performance, attribution, and multi-asset class investment strategies
• Knowledge of investment instruments of all types
• Strong Microsoft office skills required (Excel, Word, PowerPoint)
• Attention to detail and ability to excel in a fast-paced environment
• Ability to collaborate with team membersand present/implement process improvement ideas.
• Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners
• Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders
• Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally
• Maintaining internal controls and thorough documentation of policies and procedures
• Supporting performance and attribution data quality and integrity
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.
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.
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA
- HSA With Employer Contribution
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- Virtual Fitness Classes
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Company Equity
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Profit Sharing
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
Company Videos
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