Job Description:

Senior Performance and Attribution Analyst

Are you a passionate productive analyst who thrives in a collaborative fast paced environment? If so, come and continue to build your career with us!

As a Senior Performance and Attribution Analyst, you will support multiple types of investment performance reporting and analytics including security selection, market selection, asset allocation, and risk for a broad range of Fidelity Portfolios. The Senior Analyst will respond to inquiries from the investment staff and senior leaders about performance and attribution results and will collaborate with index, accounting, and advisor analytics data teams for performance and attribution data needs. You will participate in new product development initiatives with advisors and the investment product groups to ensure performance and attribution requirements are met when new strategies come to market. You will facilitate discussions with the technology team and other business partners to define requirements for each product launch, fund structure change or operational enhancements and ensure investment strategies are accurately handled within the Performance Attribution System. This role is also responsible for the performance and attribution calculations across the various asset classes as well as interacting with and educating the investment staff, their support staff, and senior leadership on performance and attribution reporting across all asset classes.

The Expertise and Skills You Bring

• Bachelor’s degree in Accounting, Finance, or related field required
• 5 years of experience; 3 years of experience in fund accounting or performance related environment preferred
• Knowledge of performance, attribution, and multi-asset class investment strategies
• Knowledge of equity markets, ETFs, derivatives, asset allocation, and portfolio construction
• Strong Microsoft office skills required (Excel, Word, PowerPoint)
• Resourceful, analytical, collaborative, self-aware, confident, flexible, and comfortable with ambiguity
• Fund operations experience in one or more areas: accounting, valuation, custody
• Your attention to detail and ability to excel in a fast-paced environment
• Your market knowledge and skill with investment performance computations
• Your ability to problem solve complex data issues and effectively communicate to various business partners
• Your use of sound judgment to recognize and resolve systematic issues relating to reporting cycles
• Your collaborative approach to problem solving and ability to manage expectations of high-profile clients
• Your ability to collaborate with team members, lead team discussions, and present operational improvement ideas
• Your ability to manage multiple projects and initiatives at the same time

The Value You Deliver

• Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity’s advisors.
• Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally
• Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors
• Creating customized analysis for response to adhoc inquiries from portfolio managers and senior leaders
• Supporting and taking ownership of performance and attribution data quality and integrity
• Implement process improvements to existing or new processes

The Team

The Performance, Attribution and Product Disclosure Team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for monitoring portfolio, index, and third-party data and validation of portfolio level attribution results. Analysts review fund and holdings level activity to then compile, research, and validate performance and attribution results for internal clients and downstream deliverables. The team produces daily, periodic (Monthly/Quarterly), and adhoc attribution reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, Board of Trustees report, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.