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