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)
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