Senior Performance and Attribution Consultant

Job Description:

The Role
Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment If so come continue to build your career with Fidelity Investments!

We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index accounting and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff investment product managers and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements.

The Expertise and Skills You Bring

• Bachelors 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 multiasset 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 nontechnical teams
• Implement performance improvement initiatives based on datadriven analysis and market trends
• Lead crossfunctional teams and influence without authority
• Attention to detail and ability to excel in a fastpaced environment
• Strong Microsoft office skills required (Excel Word PowerPoint)
• Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary
• Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders
• Managing relationships with the departments client groups and business partners

• Delivering accurate and timely reporting on investment performance and attribution to all of Fidelitys 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

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 and attribution. The group is responsible for daily monitoring of portfolio index and thirdparty data and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily periodic (monthly/quarterly) and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material public reporting and portfolio management. The team provides adhoc 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 wellbeing of our clients. We help people invest and plan for their future. We assist companies and nonprofit 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 youll 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 dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined.

Fidelitys 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 preemployment drug screen which will review for the following substances: Amphetamines THC opiates phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.

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 .

Certifications:

Category: