Hybrid Senior Performance and Attribution Analyst

Posted last month

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About the role

  • Senior Performance and Attribution Analyst at Fidelity providing investment performance analytics. Collaborating with teams and managing attribution reporting while ensuring data quality and supporting product development.

Responsibilities

  • 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 adhoc inquiries from portfolio managers and senior leaders
  • Supporting and taking ownership of attribution data quality and integrity

Requirements

  • Bachelor’s degree with 3-5 years of experience in finance, accounting, or related field
  • Fund accounting or performance attribution
  • Interest in mutual fund performance, attribution, and/or multi-asset class investment strategies
  • Interest in equity markets, ETFs, derivatives, asset allocation, investment vehicles, and portfolio construction
  • Strong Microsoft office skills required (Excel, Word, PowerPoint)

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off

Job title

Senior Performance and Attribution Analyst

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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