Analyst, Performance Measurement & Analysis

Fidelity Investments

• $80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent with 5 years in financial services, preferably in investment performance measurement.
  • Strong analytical and critical thinking abilities for solving complex problems.
  • Excellent organizational skills to handle multiple projects at once.
  • Collaborative mindset to build relationships with team members and stakeholders.
  • Strong communication skills, comfortable engaging with diverse audiences from engineers to executives.
  • Progress towards CFA or CIPM certification is advantageous.

Responsibilities

  • Contribute to enhancing Fidelity's Performance Measurement and Analysis initiatives.
  • Support ongoing maintenance of performance measurement standards and practices.
  • Collaborate with investment product and digital experience teams on solution development.
  • Deliver performance reporting and analysis to stakeholders.
  • Assist in resolving complex performance-related issues promptly.

Benefits

  • Collaborative team environment in a dynamic, growing field.
  • Opportunity to work on an enterprise-scale performance platform.
  • Access to professional growth through pursuing relevant certifications.
  • Engagement with diverse teams across Fidelity's investment operations.
Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position


Analyst, Performance Measurement & Analysis 

The Role

Do you want to be part of a team that is shaping and delivering solutions to meet the growing performance measurement and analytics needs of the enterprise? We are seeking a motivated, analytical, and collaborative individual to join the Performance Measurement & Analysis (PMA) team.  As a key member of the PMA Performance Specialist team, the Analyst, Performance Measurement & Analysis will contribute to the expansion, enhancement, and ongoing support of Fidelity's Performance Measurement and Analysis initiatives.  

 

The Expertise and Skills You Bring 

  • Bachelor’s or equivalent with 5 years of progressive financial services, experience in investment performance measurement, reporting, and analysis preferred.
  • Strong analytical and critical thinking skills with the ability to understand and resolve complex problems.
  • Excellent organizational skills and the ability to contribute to multiple projects concurrently.
  • Ability to work collaboratively, to interact and build strong working relationships within the team and with key partners and stakeholders. 
  • Strong communication skills and comfort presenting to audiences ranging from software engineers to business executives. 
  • Progress towards/interest in pursuing a CFA or CIPM a plus. 

 


The Team 

This dynamic Performance Measurement & Analysis Product Area is part of Fidelity’s Institutional Technology organization. We are responsible for a proprietary, enterprise-scale performance platform that supports several of Fidelity’s key growth areas. We collaborate closely with investment product and digital experience teams to deliver innovative solutions for both institutional and retail clients. 

 

 

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:Investment Operations

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