Senior Analyst Attribution

Position: Senior Analyst, Performance & Attribution
Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role Are you a hardworking analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with us!

As a Senior Performance and Attribution Analyst, you will support multiple types of investment performance reporting, attribution, and competitor analytics for a broad range of Fidelity Portfolios. The Senior Analyst will partner with investment staff and senior leaders to address complex inquiries related to performance results, attribution drivers, and competitive positioning. You will collaborate with internal teams, including index, accounting, and advisors as well as external data providers to ensure performance and competitor insights are accurate, consistent, and meaningful.

You will support new product development initiatives including alternative investment products by working with advisors and investment product teams to ensure performance and attribution requirements are met when new strategies come to market. In this role, you will support discussions with the technology teams and business partners to define requirements for product launches or fund structure changes, ensuring investment strategies are accurately represented within the Performance and Attribution platforms.

Deliver accurate and timely reporting on investment performance and attribution to all of Fidelity’s advisors, investment teams, and senior leaders

Apply expertise in performance, attribution, and competitor metrics to compile, analyze, and interpret portfolio and relative results, including allocation, selection, and market effects supporting traditional and non-traditional product structures

Help develop and enhance performance measurement and attribution methodologies for alternative investments, ensuring analytics appropriately reflect the characteristics of these products

Create customized analyses for response to ad hoc inquiries from portfolio managers and senior leaders

Provide insightful analysis and serve as a point of escalation for reporting questions of relative performance versus benchmarks and peers, leveraging data fluency to help business partners understand competitive positioning and emerging methodologies

Addresses complex requests, challenge when necessary in providing alternative solutions while communicating effectively with internal and external stakeholders

The Expertise and Skills You Bring Bachelor’s degree in Accounting, Finance, or related field required5+ years of financial services experience; 3+ years of experience in fund accounting or performance related environment preferred

Knowledge of alternative investment products including digital assets, private markets, hedge fund strategies, and liquid alternatives, including related performance measurement and attribution methodologies preferred but not required

Knowledge of investment performance and attribution methodologies, multi-asset class investment strategies and a broad range of investment instruments, including ETFs, derivatives, asset allocation and portfolio construction

Working knowledge of trading, pricing, and accounting practices

Strong attention to detail and the ability to excel in a fast-paced environment

Deep market knowledge and experience with investment performance computations

Collaborative approach to problem solving and ability to manage expectations of high-profile business partners

Ability to collaborate with team members, lead team discussions, and present operational improvement ideas

Strong Microsoft office skills required (Excel, Word, PowerPoint)
The Team The Performance, Attribution & Product Disclosure team supports all Fidelity advisors and investment staff by addressing…