Senior Performance and Attribution Consultant

Acting as a performance and attribution subject matter specialist, 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 business requirements for each product launch or fund structure change and ensure investment strategies are accurately handled within the Performance and 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 accounting, finance, math science, engineering, quantitative, with 5-7+ years of experience; fund accounting or performance related environment preferred but not required.
• CFA or CIPM or progress towards one is strongly preferred
• Experience with attribution analysis, performance measurement calculations, and attribution calculations
• Knowledge of equity markets, bond markets, ETFs, derivatives, asset allocation, and portfolio construction
• Strong knowledge of third-party data (Morningstar, Lipper, etc.)
• Strong Microsoft office skills required (Excel, Word, PowerPoint)
• Familiarity with applications programming languages including SQL, Python, R
• Experience in defining business requirements to support technical specifications.
• Attention to detail and ability to excel in a fast-paced environment.
• Experience in market knowledge and skill with investment performance computations.
• Ability to problem solve complex data issues and effectively communicate to internal clients
• Use of sound judgment to recognize and resolve systematic issues relating to reporting cycles
• Collaborative approach to problem solving and ability to manage expectations of high-profile clients
• Ability to collaborate with team members, lead team discussions, and present process improvement ideas
• Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors.
• Compiling, analyzing, and validating 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 analyses for response to ad hoc inquiries from portfolio managers and senior leaders
• Supporting and taking ownership of performance and attribution data quality and integrity
• Representing the group at Fidelity wide system initiatives and analyzing the potential impacts
• Managing relationships with the department's client groups and business partners
• Acting as a 'go to' leader for other analysts on the team

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

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

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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.

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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.