Senior Performance and Attribution Consultant

Company: Fidelity Investments
Location: Boston
Posted on: March 31, 2025

Job Description:

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 for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements.
The Expertise and Skills You Bring

• 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 to all of Fidelity's advisors
  • 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.The TeamThe Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for 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. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .Certifications:Category:Investment OperationsFidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
    We welcome those with experience in jobs such as Financial Analyst, Senior Accountant, and Accountant and others in the Accounting and Finance to apply.

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