Graduate Analyst applying analytical skills to solve client problems at Aurora. Training in energy markets and involvement in live client projects in Sydney.
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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