Role at a glance
- Job function
-
Investments & Capital Markets Investment Operations
- Salary
- Not Disclosed
- Location
- Durham, North Carolina, United States
- Employment
- Full-time
- Experience
- 5 years of progressive financial services, experience in investment performance measurement, reporting, and analysis preferred.
- Education
- Bachelor’s or equivalent
- Visa support
- Fidelity will not provide immigration sponsorship for this position
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Role Summary
The Analyst, Performance Measurement & Analysis contributes to Fidelity’s enterprise performance measurement and analysis initiatives as part of the PMA Performance Specialist team. The role supports the expansion, enhancement, and ongoing operation of those initiatives.
What You'll Do
- Contribute to the expansion of performance measurement and analysis initiatives.
- Support the enhancement of those initiatives.
- Provide ongoing support for those initiatives.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Bachelor’s or equivalent and 5 years of progressive financial services experience. Strong analytical and critical-thinking, organizational, collaboration, relationship-building, communication, and presentation skills.
Required
- Investment performance measurement, reporting, and analysis experience.
- Progress towards or interest in pursuing a CFA or CIPM.
Original job description
Content provided by the employer
Original job description
Content provided by the employer
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 OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
About the company
Fidelity
Large Enterprise
Fidelity is a leading financial services company that provides a wide range of investment solutions and retirement planning services to individuals and institutions. Founded in 1946, Fidelity is renowned for its commitment to innovation and customer service, offering tools and resources that help clients manage their investments effectively. With a strong focus on technology and research, Fidelity continues to empower investors by providing access to market insights and a diverse array of financial products. As a trusted partner in personal finance, Fidelity plays a significant role in helping people achieve their financial goals.