Senior Performance and Attribution Analyst
| Company | Fidelity Investments |
|---|---|
| Location | Boston, MA, USA, Westlake, TX, USA, Smithfield, RI, USA, Merrimack, NH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in economics or finance a plus; 7+ years of professional work experience
- 5+ years of experience in fund accounting or performance related environment preferred
- Knowledge of performance, attribution, and multi-asset class investment strategies
- Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics
- Passion and curiosity for digital asset technologies and performance
- Exposure to performance metrics and methodologies in the cryptocurrency industry
- Experience in defining business requirements to support technical specifications
- Ability to communicate effectively with both technical and non-technical teams
- Attention to detail and ability to excel in a fast-paced environment
- Strong Microsoft office skills required (Excel, Word, PowerPoint)
- Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders
Responsibilities
- Fielding inquiries from the investment staff and senior leaders about performance and attribution results
- Working with index, accounting, and advisor analytics data for performance and attribution data needs
- Ensuring that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types
- Executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements
- Delivering performance and attribution reporting results across product types to the investment staff, investment product managers, and senior leaders
- Collaborating with various teams to lead initiatives and define business requirements
- Implementing performance improvement initiatives based on data-driven analysis and market trends
- Managing relationships with the department’s client groups and business partners
- 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
- Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners
Preferred Qualifications
- 5+ years of experience in fund accounting or performance related environment preferred