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Performance Analyst
Fidelity Investments
Smithfield, RI, United States
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The Performance Reporting team is looking to hire a Performance Analyst to provide accurate and reliable performance reporting in the support of servicing both internal and external clients. In this role the Analyst will provide support to various teams across Asset Management.
Primary Responsibilities:
• Work on highly visible daily, weekly, monthly, and quarterly Performance Reports for internal clients including Portfolio Managers, Marketing, Product Management, Finance, and Senior Management, as well as external clients.
• Calculate, review, and proof critical performance information in reports including fund and benchmark returns.
• Formalize and enhance existing processes and procedures.
• Develop, automate, and enhance performance reports.
• Work as part of a team on ad hoc requests for performance information from various groups within the firm while building effective relationship with requestors.
• Utilize multiple tools (both proprietary and third party) to gather information and conduct the necessary research for each request. Seek areas where recurring requests arise and look for ways to standardize these requests.
• Set up and maintain new client accounts on the performance system
• Work with GIPS Analyst to appropriately composite all new accounts
• Partner with FMR operations to ensure data integrity
• Calculate and maintain custom indices
Education and Experience
• Bachelor's degree in Finance, Economics, or Business Administration required
• Performance experience would be helpful but not required
• 1-3 years of mutual fund operations/investment accounting experience preferred
Skills and Knowledge
• Independent thinker who is able to effectively interact across teams
• Excellent analytical skills and attention to detail
• Proficient with Excel
• Resilient in an ever changing, fast paced environment
• Willingness to pursue CFA or CIPM
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
For information about working at Fidelity, visit FidelityCareers.com