Investment Performance Analyst- Wealth Management Investment Performance

Job Description:

The Role

Do you want to be part of a growing Wealth Management Technology team that's developing and delivering solutions to meet the expanding performance and analytics needs of the Enterprise? We are looking for a motivated, analytical, and collaborative individual to join our team.

As a key member of the Performance Measurement & Analysis (PMA) product area, the Investment Performance Analyst will play a crucial role in driving the technical implementation of performance capabilities, shaping the future of our product roadmap, and maximizing the value of our platform across the enterprise. You will partner closely with asset management, Fidelity's distribution channels, and the broader organization to deliver a diverse range of investment performance and analytics capabilities to meet the needs of retail, intermediary, and Institutional Clients:

Core Responsibilities Include:

• Partnering with product, asset management, software development and other key stakeholders to drive requirements definition and technical implementation of performance and analytics capabilities

• Continuously monitor industry best practices and the regulatory landscape, evaluating impact on performance capabilities and defining related changes to methodology and oversight/controls

• Documenting policies and procedures covering business support and oversight of performance calculations and processes

• Engaging in research and analysis to inform product area strategy, vision and capability roadmap

• Providing product management support and driving resolution of issues, business risks and client inquiries

• Identifying opportunities to maximize value of the performance measurement and analysis platform across the enterprise.

The Expertise and Skills You Bring

• Bachelors or equivalent with 3-5 years of progressive financial services, experience in investment performance measurement, reporting, and analysis preferred

• Interest in pursuing the CIPM certification

• 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

• Knowledge of managed accounts processes, data and industry practices a plus

The Team

The Performance Measurement & Analysis product area is part of Fidelity's Institutional Technology organization. We are responsible for a proprietary, enterprise-scale investment performance platform and contribute to several of Fidelity's rapidly growing business areas. We partner closely with investment product and digital experience teams focused on offerings for both institutional and retail clients.

Certifications:

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 Us

At 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 Glassdoor Employees' Choice Award, 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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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, detailed in this document, 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 fidelitycareers.com.

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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.