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Investment Performance Consultant

Fidelity Investments
Fidelity Investments Salary
Westlake, TX Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 4/30/2025

**Company Overview**

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.

**Job Description**

We are seeking a Senior Performance and Attribution Consultant to support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. As a key member of our team, you will be responsible for fielding inquiries from investment staff and senior leaders about performance and attribution results.

You will work closely with index, accounting, and advisor analytics data to meet performance and attribution data needs. Your primary goal will be to ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types.

**Required Skills and Qualifications**

  • Bachelor's degree in economics or finance (a plus); 7 years of professional work experience
  • 5 years of experience in fund accounting or performance-related environment preferred
  • Knowledge of performance, attribution, and multi-asset class investment strategies
  • Familiarity with blockchain technology, various cryptocurrencies, and digital asset types, as well as market regulations and dynamics

**Benefits**

Fidelity offers a range of opportunities for learning, flexible benefits, and a dynamic work environment. Our hybrid working model blends onsite and offsite work experiences, allowing you to thrive at work and at home. We value honesty, integrity, and safety within a heavily regulated industry.

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