What are the responsibilities and job description for the Analyst, Investment Performance Measurement & Analysis position at Fidelity Technology Group, LLC?
Job Description: The Role Do you want to be part of a growing Wealth Management Technology team that’s developing and delivering solutions to meet the expanding performance and analytics needs of the Enterprise? We are looking for a motivated, analytical, and collaborative individual to join our team. As a key member of the Performance Measurement & Analysis (PMA) product area, the Analyst of Investment Performance Measurement & Analysis will play a crucial role in driving the technical implementation of performance capabilities, shaping the future of our product roadmap, and maximizing the value of our platform across the enterprise. You will partner closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment performance and analytics capabilities to meet the needs of retail, intermediary, and Institutional Clients. Core Responsibilities Include: · Partnering with product, asset management, software development and other key stakeholders to drive requirements definition and technical implementation of performance and analytics capabilities · Continuously monitor industry best practices and the regulatory landscape, evaluating impact on performance capabilities and defining related changes to methodology and oversight/controls · Documenting policies and procedures covering business support and oversight of performance calculations and processes · Engaging in research and analysis to inform product area strategy, vision and capability roadmap · Providing product management support and driving resolution of issues, business risks and client inquiries · Identifying opportunities to maximize value of the performance measurement and analysis platform across the enterprise. The Expertise and Skills You Bring · Bachelor’s degree business, finance, or equivalent work experience · 3-5 years of progressive financial services, experience in investment performance measurement, reporting, and analysis preferred · Progress towards/interest in pursuing the CFA or CIPM certification a plus · Strong analytical and critical thinking skills with the ability to understand and resolve complex problems · Excellent organizational skills and the ability to contribute to multiple projects concurrently · Ability to work collaboratively, to interact and build strong working relationships within the team and with key partners and stakeholders. · Strong communication skills and comfort presenting to audiences ranging from software engineers to business executives · Experience/ exposure to technology systems and IT infrastructure, including data platforms, cloud environments, and enterprise applications a plus. Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance Measurement & Analysis product area is part of Fidelity’s Institutional Technology organization. We are responsible for a proprietary, enterprise-scale investment performance platform and contribute to several of Fidelity’s rapidly growing business areas. We partner closely with investment product and digital experience teams focused on offerings for both institutional and retail clients. Certifications: Category: Product Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
