Senior Performance and Attribution Consultant

Job Description:

The Role

Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments!

We are looking for a Senior Performance and Attribution Consultant, who will support multiple types of investment performance reporting and analytics including security selection, market selection, asset allocation, and risk for a broad range of Fidelity portfolios, with an emphasis on Fixed Income portfolios. You will be responsible for responding to inquiries from the investment staff and senior leaders about performance and attribution results and will collaborate with index, accounting, and advisor analytics data teams for performance and attribution data needs.

Acting as a performance and attribution subject matter specialist, you will participate in new product development initiatives with advisors and the investment product groups to ensure performance and attribution requirements are met when new strategies come to market. You will facilitate discussions with the technology team and other business partners to define business requirements for each product launch or fund structure change and ensure investment strategies are accurately handled within the Performance and Attribution System.  This role is also responsible for the performance and attribution calculations across the various asset classes as well as interacting with and educating the investment staff, their support staff, and senior leadership on performance and attribution reporting across all asset classes. 

The Expertise and Skills You Bring

• Bachelor’s degree accounting, finance, math science, engineering, quantitative, with 5-7+ years of experience; fund accounting or performance related environment preferred but not required.
• CFA or CIPM or progress towards one is strongly preferred
• Experience with attribution analysis, performance measurement calculations, and attribution calculations
• Knowledge of equity markets, bond markets, ETFs, derivatives, asset allocation, and portfolio construction
• Strong knowledge of third-party data (Morningstar, Lipper, etc.)
• Strong Microsoft office skills required (Excel, Word, PowerPoint)
• Familiarity with applications programming languages including SQL, Python, R
• Experience in defining business requirements to support technical specifications.
• Attention to detail and ability to excel in a fast-paced environment.
• Experience in market knowledge and skill with investment performance computations.
• Ability to problem solve complex data issues and effectively communicate to internal clients
• Use of sound judgment to recognize and resolve systematic issues relating to reporting cycles
• Collaborative approach to problem solving and ability to manage expectations of high-profile clients
• Ability to collaborate with team members, lead team discussions, and present process improvement ideas
• 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 ad hoc inquiries from portfolio managers and senior leaders
• Supporting and taking ownership of performance and attribution data quality and integrity
• Representing the group at Fidelity wide system initiatives and analyzing the potential impacts
• Managing relationships with the department’s client groups and business partners
• Acting as a 'go to' leader for other analysts on the team

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

The Performance, Attribution, and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance, attribution, and risk measurement. The group is responsible for monitoring portfolio, index, and third-party data and validation of portfolio level performance and attribution results. Analysts review fund and holdings level activity to then compile, research, and validate perform