Analyst, Performance Measurement & Analysis

Fidelity Investments • Durham, NC

4d

About The Position

The Analyst, Performance Measurement & Analysis joins Fidelity’s Performance Measurement & Analysis (PMA) Performance Specialist team and contributes to the expansion, enhancement, and ongoing support of the company’s performance measurement and analytics initiatives. The role partners with product, asset management, and technology leaders to shape and implement performance and analytics capabilities aligned with strategic priorities.

The position supports a proprietary, enterprise-scale performance platform within Fidelity’s Institutional Technology organization. It also provides performance analysis and business support, helps assess methodology, controls, and process updates against industry and regulatory standards, and supports efforts to improve the platform as business needs evolve.

Requirements

• Bachelor’s degree or equivalent.
• Five years of progressive financial services experience; experience in investment performance measurement, reporting, and analysis is preferred.
• Strong analytical and critical-thinking skills, including the ability to understand and resolve complex problems.
• Excellent organizational skills and ability to contribute to multiple projects concurrently.
• Ability to work collaboratively and build strong working relationships with team members, partners, and stakeholders.
• Strong communication skills and comfort presenting to audiences ranging from software engineers to business executives.

Nice To Haves

• Progress toward or interest in pursuing a CFA or CIPM.

Responsibilities

• Partner with product, asset management, and technology leaders to define, influence, and drive technical implementation of performance and analytics capabilities aligned with strategic priorities.
• Assess updates to methodologies, controls, and processes in line with industry and regulatory standards.
• Support the development and documentation of policies and procedures that strengthen oversight of Product Area operations.
• Provide ad hoc performance analysis and business support, including explaining performance methodologies and sources of return.
• Investigate and resolve issues, support testing and validation activities, and respond to stakeholder inquiries related to performance and analytics capabilities.
• Support Product Area efforts to identify and evaluate enhancements to the performance platform and meet evolving business needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level