Analyst, Performance Measurement & Analysis

Fidelity; Durham (NC); On-site; USD 85,000 - 125,000; Full time

Job summary

Fidelity is seeking an Analyst for Performance Measurement & Analysis to contribute to expansion, enhancement, and ongoing support of Fidelity's performance initiatives. You will collaborate with product, asset management and technology leaders to implement analytics aligned with strategic priorities and regulatory standards.

The role requires a Bachelor's with 5 years in financial services, strong analytical skills, and the ability to present insights to engineers and executives.

Qualifications

• Bachelor's or equivalent with 5 years of progressive financial services experience in investment performance measurement, reporting and analysis.
• Strong analytical and critical thinking skills to understand and resolve complex problems.
• Excellent organizational skills and ability to contribute to multiple projects concurrently.
• Ability to collaborate and build strong working relationships with team, partners, and stakeholders.
• Strong communication skills with comfort presenting to audiences from software engineers to executives.
• Pursuing CFA or CIPM is a plus.
• Partner with product, asset management and technology leaders to define and drive performance/analytics implementation.
• Assess updates to methodology, controls and processes per industry/regulatory standards, and support policy development.
• Provide ad hoc performance analysis and respond to stakeholder inquiries.

Responsibilities

• Provide ad hoc performance analysis and business support, including explaining methodologies and sources of return, investigating issues, supporting testing and validation, and responding to inquiries.
• Support efforts to identify and implement enhancements to the performance platform to meet evolving business needs.

Skills

Investment performance

Analytical thinking

Communication

Collaboration

CFA CIPM pursuit

Education

Bachelor's degree or equivalent

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

Analyst, Performance Measurement & Analysis

The Role

Do you want to be part of a team that is shaping and delivering solutions to meet the growing performance measurement and analytics needs of the enterprise? We are seeking a motivated, analytical, and collaborative individual to join the Performance Measurement & Analysis (PMA) team. As a key member of the PMA Performance Specialist team, the Analyst, Performance Measurement & Analysis will contribute to the expansion, enhancement, and ongoing support of Fidelity's Performance Measurement and Analysis initiatives.

The Expertise and Skills You Bring

• Bachelor's or equivalent with 5 years of progressive financial services, experience in investment performance measurement, reporting, and analysis preferred.

• 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.

• Strong communication skills and comfort presenting to audiences ranging from software engineers to business executives.
• Progress towards/interest in pursuing a CFA or CIPM a plus.
• Partnering with product, asset management, and technology leaders to define, influence, and drive the technical implementation of performance and analytics capabilities, ensuring alignment with strategic priorities.
• Assessing updates to methodology, controls, and processes in line with industry and regulatory standards, and support the development and documentation of policies and procedures that strengthen oversight of Product Area operations.
• Provide ad hoc performance analysis and business support, including explaining performance methodologies and sources of return, investigating and resolving issues, supporting testing and validation activities, and responding to stakeholder inquiries related to performance and analytics capabilities.
• Support Product area efforts to identify and evaluate enhancements that improve the performance platform and meet evolving business needs.

The Team

This dynamic Performance Measurement & Analysis Product Area is part of Fidelity's Institutional Technology organization. We are responsible for a proprietary, enterprise-scale performance platform that supports several of Fidelity's key growth areas. We collaborate closely with investment product and digital experience teams to deliver innovative solutions for both institutional and retail clients.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Investment Operations

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.