Analyst, Performance Measurement & Analysis

Fidelity Investments Inc.; Durham (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments Inc. is seeking an Analyst, Performance Measurement & Analysis to shape and deliver enterprise performance analytics solutions.

The role involves expanding and supporting Fidelity's performance initiatives, collaborating with product, asset management, and technology leaders to implement performance capabilities, and ensuring compliance with evolving standards. The PMA team works within Fidelity's Institutional Technology organization to support a proprietary,

Qualifications

• 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.
• Excellent organizational skills and ability to manage multiple projects.
• Strong communication skills and comfort presenting to audiences from software engineers to business executives.
• Progress toward CFA or CIPM a plus.

Responsibilities

• Provide ad hoc performance analysis and business support, including explaining performance methodologies and sources of return.
• Investigate and resolve issues, support testing and validation activities.
• Respond to stakeholder inquiries related to performance and analytics capabilities.
• Support product area efforts to identify and evaluate enhancements for the performance platform.

Skills

Analytical thinking

Collaboration

Presentation skills

Financial analysis

Education

Bachelor's degree

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.