Senior Performance Analytics & 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 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.