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Analyst, Performance Measurement & Analysis

Role overview

Qualifications

  • Bachelor’s or equivalent with 5 years of progressive financial services experience
  • Experience in investment performance measurement, reporting, and analysis preferred
  • Strong analytical and critical thinking skills
  • Excellent organizational skills and ability to contribute to multiple projects concurrently

Responsibilities

  • Contribute to the expansion, enhancement, and ongoing support of Fidelity's Performance Measurement and Analysis initiatives
  • Work collaboratively to build strong working relationships within the team and with key partners
  • Present to audiences ranging from software engineers to business executives
  • Support several of Fidelity’s key growth areas through innovative solutions for clients

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Problem Reporting
  • Critical Thinking
  • Organizational Skills
  • Collaboration
  • Communication

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

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 Operations

Please 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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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