Senior Analyst, Performance & Attribution

Fidelity; United States; Presencial; USD 125 000 - 165 000; Tempo integral

Resumo da oferta

Fidelity is seeking a seasoned financial reporting professional to deliver accurate performance reporting and attribution for Fidelity's advisors, investment teams, and senior leaders. You will analyze portfolios, contribute to methodologies for alternative investments, and respond to ad hoc inquiries with clear, actionable insights.

You will collaborate with portfolio managers and senior leaders, communicating effectively to manage expectations and support strategic decisions in a fast-paced

Qualificações

• Requires Bachelor's degree in Accounting, Finance, or related field.
• 5+ 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)

Responsabilidades

• Deliver accurate and timely reporting on investment performance and attribution to all 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

Conhecimentos

Financial analysis

Performance attribution

Stakeholder communication

Team leadership

Formação académica

Bachelor's degree in Accounting, Finance, or related field

Ferramentas

Microsoft Excel

PowerPoint

Word

Descrição da oferta de emprego

Fidelity will not provide immigration sponsorship for this position.

The Role

• 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 required
• 5+ 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 reporting needs for performance, attribution, and competitor analytics. The team is responsible for monitoring portfolio, index, and third‑party data, as well as validating portfolio‑level performance, attribution results and competitor peers group rankings. Analysts review fund‑ and holdings‑level activity to compile, research, and validate performance and attribution outputs, ensuring accurate and high-quality reporting to support our business partners. The team produces daily, periodic (monthly, quarterly, and annual), and ad hoc performance and attribution reports that decompose portfolio returns on an absolute, relative, and peer basis. These insights support internal reporting, Board of Trustees materials, marketing deliverables, and portfolio management discussions.

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.