Senior Performance and Attribution Consultant

Responsibilities

• Deliver and provide oversight to ensure accurate and timely performance and management reporting supporting Fidelity advisors, investment teams, and senior leaders
• Apply deep expertise in performance, attribution, and competitor metrics to analyze portfolio and relative results, including allocation, selection, and market effects supporting traditional and non-traditional product structures
• Provide insightful analysis and serve as a point of escalation for complex reporting questions of relative performance versus benchmarks and peers, leveraging strong data fluency to help business partners understand competitive positioning and emerging methodologies
• Support product evolution by defining scalable reporting approaches for new and increasingly complex investment strategies, while maintaining strong data quality and governance standards
• Partner with technology and data teams to improve reporting solutions and support enterprise initiatives by assessing impacts to reporting deliverables
• Mentor and guide analysts by promoting efficient business operations processes and effective communication, encouraging continuous improvement, and emphasizing critical thinking and strong conceptual knowledge

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field required
• 7 years of proven experience, including strong background in fund accounting, performance reporting, or attribution
• Deep knowledge of performance methodologies with experience supporting traditional and evolving product structures
• Demonstrated ability to identify, troubleshoot, and resolve complex data and reporting issues, exercising good judgment around systemic risks and reporting cycles
• Strong collaboration and communication skills, with the ability to partner across teams, lead discussions, manage business partners expectations, and contribute to process improvement initiatives
• Strong Microsoft office skills required (Excel, Word, PowerPoint), familiarity with Snowflake (querying), PowerBI or modern data platforms preferred
• Experience working with third‑party data and tools such as Morningstar Direct, Lipper, or similar platforms
• CFA, CIPM, or CAIA preferred or willingness to pursue

Qualifications

• Expertise in performance, attribution, and competitor metrics
• Ability to analyze portfolio and relative results, including allocation, selection, and market effects
• Strong data fluency and understanding of emerging methodologies
• Collaborative and communicative approach to partnering across teams
• Strong Microsoft office skills, including proficiency in Excel, Word, and PowerPoint
• Familiarity with Snowflake (querying) and PowerBI or modern data platforms
• Experience working with third-party data and tools such as Morningstar Direct, Lipper, or similar platforms
• Desire or willingness to pursue certifications like CFA, CIPM, or CAIA