About the role

  • Senior Performance and Attribution Analyst at Fidelity responsible for supporting investment performance analytics and collaborating with investment teams to provide accurate attribution results.

Responsibilities

  • Support multiple types of investment performance analytics including security selection, market selection, asset allocation, and risk
  • Respond to inquiries from the investment staff and senior leaders about attribution results
  • Collaborate with index, accounting, and advisor analytics data teams for attribution data needs
  • Participate in new product development initiatives with advisors and the investment product groups
  • Facilitate discussions with the technology team and other business partners to define requirements for each product launch
  • Ensure investment strategies are properly handled within the Performance Attribution System
  • Responsible for the attribution calculations across various asset classes

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
  • Flexible working arrangements

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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