Maintenance & Reconditioning Manager
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Senior Performance and Attribution Analyst
Fidelity Investments
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets
- Field inquiries from the investment staff and senior leaders about performance and attribution results
- Work with index, accounting, and advisor analytics data for performance and attribution data needs
- Ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types
- Accurately execute the performance attribution data quality processes and procedures daily, in addition to driving enhancements
- Ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders
- Collaborate with various teams to lead initiatives and define business requirements
- Daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables
- Produce daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis
- Provide adhoc performance and attribution analysis to the investment staff and senior leaders
- Results used in marketing material, public reporting, and portfolio management
Requirements
- Bachelor’s degree in economics or finance a plus
- 7+ years of professional work experience
- 5+ years of experience in fund accounting or performance related environment preferred
- Knowledge of performance, attribution, and multi-asset class investment strategies
- Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics
- Passion and curiosity for digital asset technologies and performance
- Exposure to performance metrics and methodologies in the cryptocurrency industry
- Experience in defining business requirements to support technical specifications
- Ability to communicate effectively with both technical and non-technical teams
- Implement performance improvement initiatives based on data-driven analysis and market trends
- Lead cross-functional teams and influence without authority
- Attention to detail and ability to excel in a fast-paced environment
- Strong Microsoft office skills required (Excel, Word, PowerPoint)
- Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary
- Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders
- Managing relationships with the department’s client groups and business partners
- Delivering accurate and timely reporting on investment performance and attribution
- Compiling, analyzing, and validating performance and 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
- Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners
- Note: Fidelity is not providing immigration sponsorship for this position
