Performance Analysis Analyst at Fidelity Investments supporting investment performance reporting and analytics for a range of portfolios. Collaborating with teams to enhance performance and attribution data quality and procedures.
Responsibilities
Support multiple types of investment performance reporting and analytics for Fidelity portfolios
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
Execute the performance data quality processes and procedures daily, driving enhancements
Ensure performance and attribution reporting results across product types are delivered to investment staff, product managers, and senior leaders
Collaborate with various teams to lead initiatives and define business requirements
Requirements
Bachelor’s degree in Accounting, Finance, or related field required
3+ years of experience; 2+ years of experience in fund accounting or performance related environment preferred
Some knowledge of performance, attribution, and multi-asset class investment strategies
Knowledge of investment instruments of all types
Strong Microsoft office skills required (Excel, Word, PowerPoint)
Attention to detail and ability to excel in a fast-paced environment
Ability to collaborate with team members and present/implement process improvement ideas.
Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners
Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders
Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally
Maintaining internal controls and thorough documentation of policies and procedures
Supporting performance and attribution data quality and integrity
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