Principal Quantitative Analyst - Performance & Investment Insights

Fidelity; Durham (NC); On-site; USD 120,000 - 185,000; Full time

Job summary

Fidelity in Durham, NC is seeking a Principal Quantitative Analyst to turn investment performance data into actionable insights that inform strategic decisions across Sales, Finance, Product, and Strategy.

The ideal candidate has strong quantitative skills, deep knowledge of financial markets, and experience building dashboards and analytics using SQL, Snowflake, and BI tools. This onsite role emphasizes collaboration and data-driven decision making.

Qualifications

• Bachelor's degree required; Master's degree preferred.
• Experience in quantitative analysis and investment analytics.
• Ability to translate analytics into actionable business recommendations.
• Experience with large datasets and data-driven decision making.
• Familiarity with SQL, Snowflake, and BI tools is a plus.

Responsibilities

• Identify trends and opportunities from investment performance data.
• Develop data-driven recommendations for Sales, Finance, Product, and Strategy.
• Build and maintain dashboards and reporting solutions.
• Communicate findings to both technical and non-technical audiences.
• Partner with cross-functional teams to answer critical business questions.

Skills

Quantitative analysis

Investment analytics

Data visualization

SQL

Snowflake

Python

Power BI

Education

Bachelor's degree

Master's degree

Tools

SQL

Snowflake

Power BI

Tableau

Python

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

Principal Quantitative Analyst, Investment Performance Insights

The Role

As a Principal Quantitative Analyst within the Performance Measurement & Analysis Product Area, you will leverage investment performance, business, and market data to generate actionable insights that support key business partners, including Sales, Finance, Product, and Strategy. You will identify trends, discover opportunities, and develop data-driven recommendations that help inform strategic decision-making across Fidelity.

The ideal candidate is intellectually curious, highly analytical, detail-oriented, and passionate about transforming complex datasets into meaningful business insights.

The Expertise and Skills You Bring

• Bachelor's degree required; Master's degree preferred.

• Demonstrated experience in quantitative analysis, investment analytics, business intelligence, or related field.

• Strong analytical and problem-solving skills, with the ability to identify opportunities, generate insights, and translate findings into recommendations.

• Deep understanding of financial markets, the asset management industry, investor behavior, and Fidelity's business.
• Knowledge of investment performance measurement, attribution, and analytics methodologies preferred.
• Experience sourcing, analyzing, and interpreting large datasets to support fact-based decision-making and measure business outcomes.
• Working knowledge of statistical analysis and quantitative methodologies.
• Experience writing SQL queries and working with Snowflake or similar cloud-based data platforms preferred.
• Strong communication and data visualization skills, with the ability to effectively present findings to both technical and non-technical audiences.
• Experience with data analytics and visualization tools such as Power BI, Tableau, Python, or similar platforms is a plus.
• Analyze investment performance and business data to identify trends, drivers, opportunities, and risks that support strategic decision-making across Fidelity.
• Develop actionable insights and recommendations through quantitative analysis, helping business partners improve outcomes and achieve key objectives.
• Partner with Sales, Product, Finance, Strategy, and Data teams to answer critical business questions and translate complex analytics into business solutions.
• Build and maintain analytical tools, dashboards, and reporting solutions that provide visibility into investment, client, and business performance metrics.
• Leverage statistical techniques and large-scale datasets to evaluate business initiatives, measure results, and enhance Fidelity's data-driven decision-making capabilities

The Team

You will be a member of a small team within the Performance Measurement and Analysis Product Area tasked with generating unique and actionable insights from the vast set of performance and related datasets. In this role, you will partner closely with Product, Sales, Strategy, Finance, and Data teams across multiple Fidelity business units to identify opportunities, answer critical business questions, and drive data-informed decision-making.

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.