drjobs Hiring for a Senior Manager or Director, Performance Measurement & Analysis

Hiring for a Senior Manager or Director, Performance Measurement & Analysis

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Job Location drjobs

Smithfield, NC - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Description:

The Role

Do you want to be part of a growing Wealth Management Technology team implementing cutting edge solutions to meet the expanding needs of both our institutional and retail businesses

We are looking for a Senior Manager or Director of Performance Measurement and Analysis who is a motivated analytical and collaborative to join our team. As a member of the Performance Specialist team in the Performance Measurement & Analysis (PMA) product area you will play a crucial role in delivering an industry-leading approach to benchmarking after-tax performance.

Key Responsibilities

  • Conduct detailed performance analysis to support the development validation and refinement of new after-tax benchmark methodology.
  • Lead coordination efforts across contributing squads within the product area to ensure alignment on requirements timelines and deliverables for the after-tax benchmark initiative facilitating cross-squad collaboration and resolving interdependencies to drive successful implementation.
  • Develop and Maintain Methodology Documentation: Define document and communicate the methodology for after-tax performance calculations ensuring transparency consistency and alignment with industry standards and regulatory expectations
  • Establish Governance and Oversight Frameworks: Design and implement policies procedures and control frameworks to support the ongoing oversight and business support of after-tax benchmark calculations
  • Maximize Enterprise Value: Identify and evaluate opportunities to extend the after-tax benchmarking capability

The Expertise and Skills You Bring

  • Bachelors or equivalent work experience
  • 7 years of progressive financial services experience
  • CIPM or CFA a plus or willing to pursue
  • Experience in investment performance measurement reporting and analysis or related field
  • Strong analytical and critical thinking skills with the ability to understand and resolve complex problems
  • Proven ability to manage and analyze data to derive meaningful insights
  • Understanding of portfolio accounting modern portfolio theory and related concepts of risk and return
  • 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

The Team

This dynamic Performance Measurement & Analysis Product Area is part of Fidelitys Institutional Technology organization. We are responsible for a proprietary enterprise-scale investment performance platform and contribute to several of Fidelitys 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

Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days M-F) in a Fidelity office.

Please be advised that Fidelitys 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.


Required Experience:

Director

Employment Type

Full-Time

Company Industry

About Company

25 employees
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