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)
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