Senior Analyst, Performance & Attribution

Fidelity•Westlake, TX

About The Position

The Senior Performance and Attribution Analyst supports investment performance reporting, attribution, and competitor analytics for a broad range of Fidelity portfolios. The role partners with investment staff and senior leaders to address complex questions about performance results, attribution drivers, and competitive positioning, while collaborating with internal teams—including index, accounting, and advisors—and external data providers to ensure insights are accurate, consistent, and meaningful. The analyst supports new product development, including alternative investment products, and works with advisors and investment product teams to meet performance and attribution requirements for new strategies. The role also partners with technology teams and business stakeholders to define requirements for product launches and fund structure changes, ensuring strategies are accurately represented in performance and attribution platforms. The Performance, Attribution & Product Disclosure team supports Fidelity advisors and investment staff with reporting and analytics. It monitors portfolio, index, and third-party data; validates portfolio-level performance, attribution results, and peer rankings; and reviews fund- and holdings-level activity. The team produces daily, periodic (monthly, quarterly, and annual), and ad hoc reports that analyze returns on an absolute, relative, and peer basis. These insights support internal reporting, Board of Trustees materials, marketing deliverables, and portfolio management discussions.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
At least 5 years of financial services experience.
Knowledge of investment performance and attribution methodologies, multi-asset-class investment strategies, and investment instruments including ETFs, derivatives, asset allocation, and portfolio construction.
Working knowledge of trading, pricing, and accounting practices.
Strong attention to detail and ability to work in a fast-paced environment.
Deep market knowledge and experience with investment performance computations.
Collaborative problem-solving approach and ability to manage expectations of high-profile business partners.
Ability to collaborate with team members, lead team discussions, and present operational improvement ideas.
Strong Microsoft Office skills, including Excel, Word, and PowerPoint.
Ability to communicate effectively with internal and external stakeholders.

Nice To Haves

At least 3 years of experience in fund accounting or a performance-related environment.
Knowledge of alternative investment products, including digital assets, private markets, hedge fund strategies, and liquid alternatives, as well as related performance measurement and attribution methodologies.

Responsibilities

Deliver accurate and timely investment performance and attribution reporting to Fidelity advisors, investment teams, and senior leaders.
Compile, analyze, and interpret portfolio and relative results, including allocation, selection, and market effects across traditional and non-traditional product structures.
Help develop and enhance performance measurement and attribution methodologies for alternative investments.
Create customized analyses in response to ad hoc inquiries from portfolio managers and senior leaders.
Analyze relative performance versus benchmarks and peers, and serve as an escalation point for reporting questions.
Use data fluency to help business partners understand competitive positioning and emerging methodologies.
Support new product development, including alternative investment products, by coordinating with advisors and investment product teams on performance and attribution requirements.
Work with technology teams and business partners to define requirements for product launches and fund structure changes.
Monitor portfolio, index, and third-party data; validate performance, attribution, and competitor peer rankings.
Review fund- and holdings-level activity to compile, research, and validate performance and attribution outputs.
Address complex requests, challenge requests when necessary, offer alternative solutions, and communicate effectively with internal and external stakeholders.