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 including security selection market selection asset allocation and risk for a broad range of Fidelity portfolios with an emphasis on Fixed Income portfolios. You will be responsible for responding 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.

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

• Bachelors degree accounting finance math science engineering quantitative with 57 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 thirdparty 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 fastpaced 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 highprofile 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 Fidelitys 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 departments 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 thirdparty 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 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 .

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