Analyst, Investment Performance Measurement & Analysis

Job Description:

The Role

Do you want to be part of a growing Wealth Management Technology team thats developing and delivering solutions to meet the expanding performance and analytics needs of the Enterprise We are looking for a motivated analytical and collaborative individual to join our team.

As a key member of the Performance Measurement & Analysis (PMA) product area the Analyst of Investment Performance Measurement & Analysis will play a crucial role in driving the technical implementation of performance capabilities shaping the future of our product roadmap and maximizing the value of our platform across the enterprise. You will partner closely with asset management Fidelitys distribution channels and the broader organization to deliver a diverse range of investment performance and analytics capabilities to meet the needs of retail intermediary and Institutional Clients.

Core Responsibilities Include:

Partnering with product asset management software development and other key stakeholders to drive requirements definition and technical implementation of performance and analytics capabilities

Continuously monitor industry best practices and the regulatory landscape evaluating impact on performance capabilities and defining related changes to methodology and oversight/controls

Documenting policies and procedures covering business support and oversight of performance calculations and processes

Engaging in research and analysis to inform product area strategy vision and capability roadmap

Providing product management support and driving resolution of issues business risks and client inquiries

Identifying opportunities to maximize value of the performance measurement and analysis platform across the enterprise.

The Expertise and Skills You Bring

Bachelors degree business finance or equivalent work experience

3-5 years of progressive financial services experience in investment performance measurement reporting and analysis preferred

Progress towards/interest in pursuing the CFA or CIPM certification a plus

Strong analytical and critical thinking skills with the ability to understand and resolve complex problems

Excellent organizational skills and the ability to contribute to multiple projects concurrently

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

Experience/ exposure to technology systems and IT infrastructure including data platforms cloud environments and enterprise applications a plus.

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

The Team

The 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:

Most roles at Fidelity are Hybrid requiring associates to work onsite every other week (all business days M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.