Senior Performance and Attribution Analyst
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • New Hampshire, Texas • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
fund accountingperformance attributionportfolio performance analysisdata validationcustomized analysisinvestment performance reportingmarket analysissecurity selectionasset allocationportfolio construction
Soft skills
analytical skillsattention to detailcommunication skillsorganizational skillsownership