Current jobs related to Senior Performance Analyst - Boston - Fidelity Investments

  • Senior Performance Analyst

    1 month ago

    Boston, United States H.I.G. Capital Full time

    Firm Overview:H.I.G. Capital is a leading global private equity investment firm with $65 billion of assets under management. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and BioHealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value....

  • Senior Performance Analyst

    4 weeks ago

    Boston, United States H.I.G. Capital Full time

    Firm Overview:H.I.G. Capital is a leading global private equity investment firm with $65 billion of assets under management. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and BioHealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value....

  • Senior Performance Analyst

    1 month ago

    Boston, United States H.I.G. Capital Full time

    Firm Overview:H.I.G. Capital is a leading global private equity investment firm with $65 billion of assets under management. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and BioHealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value....

  • Senior Performance Analyst

    2 weeks ago

    boston, United States H.I.G. Capital Full time

    Firm Overview:H.I.G. Capital is a leading global private equity investment firm with $65 billion of assets under management. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and BioHealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value....

  • Senior Performance Analyst

    3 weeks ago

    Boston, United States H.I.G. Capital Full time

    Firm Overview:H.I.G. Capital is a leading global private equity investment firm with $65 billion of assets under management. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and BioHealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value....

  • Senior Performance Analyst

    3 weeks ago

    Boston, United States H.I.G. Capital Full time

    Firm Overview:H.I.G. Capital is a leading global private equity investment firm with $65 billion of assets under management. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and BioHealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value....

  • Senior Building Performance Analyst

    3 weeks ago

    Boston, United States Vanderweil Engineers Full time

    About UsAt Vanderweil, sustainable design and MEP engineering are one and the same. More than 220 of our projects - a combined total of $22 billion in construction - have achieved certification under frameworks such as LEED®, WELL, Fitwel, SITES, and Green Globes, and many of our other projects are actively pursuing other certifications. As a signatory...

  • Senior Analyst

    2 weeks ago

    Boston, Massachusetts, United States IBERDROLA Renewables Full time

    Job Title: Senior AnalystAvangrid Renewables is seeking an experienced Senior Analyst to join the Fundamentals group at our headquarters in Portland, OR.Job Summary:We are looking for a highly skilled Senior Analyst to work on technical, quantitative, and analytical initiatives and projects, including power flow analysis, market simulation, locational...

  • Senior Financial Analyst

    2 weeks ago

    boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...

  • Senior Financial Analyst

    3 weeks ago

    Boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...

  • Senior Financial Analyst

    2 weeks ago

    boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...

  • Senior Financial Analyst

    3 weeks ago

    Boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...

  • Senior Financial Analyst

    5 days ago

    Boston, Massachusetts, United States Mass General Brigham Full time

    Job SummaryThe Senior Financial Analyst will provide financial analysis and planning support to the Department of Radiation Oncology at Mass General Brigham. This role will work closely with the Finance Director and Vice President to develop and manage budgets, analyze financial performance, and identify areas for improvement.Key ResponsibilitiesDevelop and...

  • Senior Customs Analyst

    3 months ago

    Boston, United States Primark Full time

    Tweet 130048BR Senior Customs Analyst Boston Función Ethical Trade and Environmental Sustainability Tipo de contrato Empleado fijo - Indefinido País Estados Unidos Perfil de puesto Customs Analyst H_NEW Tip de jornada Full-Time Senior Customs Analyst | Tu candidatura para Primark

  • Senior Business Analyst

    2 weeks ago

    Boston, Massachusetts, United States Wayfair Full time

    Job Title: Senior Business Analyst, Business PlanningWayfair is seeking a highly skilled Senior Business Analyst to join our Global Planning and Analytics team. As a key member of our team, you will be responsible for analyzing customer behavior, sales, and operational performance to provide actionable insights that drive business growth and...

  • Senior HRIS Analyst

    2 months ago

    boston, United States SDL Search Partners Full time

    Senior Analyst, HRISGlobal software company in Boston is hiring a Senior HRIS Analyst to their team. Ideal candidates will have Workday experience, exposure to system integrations, and strong interpersonal skills.The company has a collaborative and supportive culture - they have a great work/life balance, competitive compensation/bonus packages, a hybrid...

  • Senior HRIS Analyst

    4 weeks ago

    Boston, United States SDL Search Partners Full time

    Senior Analyst, HRISGlobal software company in Boston is hiring a Senior HRIS Analyst to their team. Ideal candidates will have Workday experience, exposure to system integrations, and strong interpersonal skills.The company has a collaborative and supportive culture - they have a great work/life balance, competitive compensation/bonus packages, a hybrid...

  • Senior HRIS Analyst

    2 months ago

    Boston, United States SDL Search Partners Full time

    Senior Analyst, HRISGlobal software company in Boston is hiring a Senior HRIS Analyst to their team. Ideal candidates will have Workday experience, exposure to system integrations, and strong interpersonal skills.The company has a collaborative and supportive culture - they have a great work/life balance, competitive compensation/bonus packages, a hybrid...

  • Senior Quantitative Analyst

    2 weeks ago

    Boston, Massachusetts, United States Motion Recruitment Full time

    Senior Analyst OpportunityWe are seeking a highly skilled Senior Analyst to join our team at a major company in the asset management industry. This is a hybrid full-time position with a competitive salary and benefits package.The ideal candidate will have 6+ years of hands-on development experience working with Python, as well as experience with tools like...

  • Senior Financial Analyst

    3 weeks ago

    Boston, Massachusetts, United States Chewy Full time

    Job Title: Senior Financial AnalystChewy is seeking a highly skilled Senior Financial Analyst to join our Finance team in Boston, MA. As a key member of our Marketing Finance team, you will play a critical role in driving revenue and customer growth for the company.Key Responsibilities:Lead financial planning, reporting, and budgeting support for the...

Senior Performance Analyst

2 months ago

Boston, United States Fidelity Investments Full time
Job Description:

You will play an integral role in the data aggregation and analyses used to support assessment of investment performance across all investment groups. As a key member of the Investment Performance team and broader AM FFO function, you will have the opportunity to gain substantial knowledge in the area of fund performance, how to measure it, analyze it and apply it to established compensation models that drive the investment compensation models for Investors across Fidelity Equity, Fidelity Fixed Income, QRI, FAMS and SAI Divisions.

Utilizing your analytical skills and intellectual curiosity, you'll develop your knowledge of fund performance measurements, the mutual fund industry, and fund accounting concepts. Successful efforts in this space will directly drive our internal clients' eagerness to incentivize extraordinary fund performance and drive the overall profitability of the firm.

The Role
  • Key contact to facilitate changes required for investment staff variable compensation and all related monthly and ad-hoc reporting. Critical functions include maintaining complete and accurate records and ensuring effective communication to all interested parties across Business Divisions, Finance, and HR. Typical focus will include: compensation methodology employed, bonus element weightings and appropriate peer groups/benchmarks. Success will require strong working relationships across the Investment Performance team with facilitation of clear and consistent communication amongst all group members.
  • Responsible for highly confidential monthly and quarterly performance reports and analyses used as key management tools for Investment Professionals to monitor Fidelity's competitive fund performance and applicability of the compensation model employed.
  • Work with the Investment Performance Project Manager and System Developers to help define business requirements for system improvements and to address defects. You will be involved in all aspects of UAT testing and post install verification of all improvements and bug fixes to ensure all expected functionality is fully realized.
  • Devise ad hoc performance analysis such as specific fund, index/peer group performance in response to requests from Senior Management, Group Leaders and Portfolio Managers to ensure model and metric applicability without unforeseen outcomes.
The Expertise and Skills You Bring
  • Bachelor's degree in Finance, Accounting, or Economics preferred.
  • Work experience of 5-7 years in the financial service industry, preferably with a deep understanding of mutual fund, index and peer group metric calculations.
  • Significant attention to detail and accuracy
  • Strong analytical skills
  • Proficient with Microsoft Suite products
  • Ability to multi-task, prioritize and meet deadlines
  • Ability to work independently with limited direction in a team environment.
  • Strong client service and interpersonal skills; ability to communicate with individuals at all levels in and outside the organization.
The Value You Deliver
  • Gain subject matter expertise on the various investment professionals and processes you will be responsible for analyzing and reporting on. Through careful and nuanced reasoning and application of the various compensation models employed throughout the company, assess, analyze and voice recommendations as to how to fine tune the group's reporting process and methodologies.
  • Drive various individual and group analyses concerning budgetary forecasting of various internal clients' compensation models given changing business metric measurements.
  • Be a vocal leader concerning automation of manual processes and procedures in order to reduce risk and make the most efficient use of group members' time.
  • Being a thought partner within the group, supporting the development of insights, processes and information that is valued by the business.
  • Deliver accurate and fully developed analysis and reporting to our clients. Help them feel confident and educated as to how their respective compensation models are driving desired performance and rewarding to the appropriate degree that desired performance.


Certifications:

Category:

Investment Operations

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).