Analyst, Performance Measurement & Analysis
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will contribute to the expansion, enhancement, and ongoing support of performance measurement and analysis initiatives. You will partner with product, asset management, and technology leaders, assess methodology and control updates, provide ad hoc performance analysis, and support platform enhancements.
Requirements
- Bachelor's or equivalent with 5 years of progressive financial services experience, investment performance measurement preferred
- Strong analytical and critical thinking skills
- Strong organizational skills
- Strong communication skills
- CFA or CIPM progress a plus
- No immigration sponsorship provided
Responsibilities
- Partner with product, asset management, and technology leaders to drive implementation of performance and analytics capabilities
- Assess updates to methodology, controls, and processes
- Support development and documentation of policies and procedures
- Provide ad hoc performance analysis and explain methodologies and sources of return
- Investigate and resolve issues and support testing and validation
- Support identification of performance platform enhancements
