Senior Analyst, Performance & Attribution

Fidelity Investments Inc.; Westlake (TX); On-site; USD 110,000 - 140,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Senior Performance and Attribution Analyst to support investment performance reporting, attribution, and competitor analytics for Fidelity Portfolios.

You will partner with investment staff and senior leaders to address complex inquiries, collaborate with internal teams and external providers, and assist with new product development to ensure performance requirements are met for new strategies.

Qualifications

• 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

Responsibilities

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

Skills

Financial analysis

Performance reporting

Attribution analysis

Data-driven decision making

Cross-functional collaboration

Excel

SQL

Attention to detail

Portfolio analytics

Education

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

Tools

Excel

Word

PowerPoint

Job description

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, comecontinue 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 willsupportnew product development initiatives including alternative investment products by working with advisors andinvestmentproduct teams to ensure performance and attribution requirements are met when new strategies come to market. In this role, you willsupportdiscussions 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.

• Deliveraccurateandtimelyreporting 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 toad hocinquiries 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 fieldrequired
• 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 skillsrequired(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.

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.