About the OpportunityJob Type: Permanent
Application Deadline: 09 January 2025
Title Performance Operations Senior Analyst
Department Performance Analytics Team
Location Dublin, Ireland
Reports To Senior Manager, Performance Operations
Level Senior Analyst
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Performance Operations team and feel like you’re part of something bigger.
About your team
The Performance Analytics group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The group comprises three teams who all interact closely and work together to provide clients both internal and external with analysis on Fidelity products and mandates:
- The Performance Attribution & Risk reporting teams provides attribution and risk analytics such as quarterly fund reports, investment risk oversight pack, liquidity reporting and support to our investment teams.
- The Performance Operation & Oversight team is responsible for ensuring the quality of our data, management of our systems, GIPS©, regulatory performance & risk and providing key senior management metrics.
- The Performance Measurement team supply performance and ex-post to all of our clients.
About your role
The senior analyst will work with the wider team and will be responsible for performance systems setups, data processing, and managing both manual and automated data feeds. The senior analyst will ensure data quality and handle data management activities and ad hoc queries for the full range of Fidelity’s products. They will also support and assist in internal and firm milestone projects.
Principle duties:
- Setup and maintain fund and benchmark data within the performance systems.
- ETL of large volumes of data from different data sources and internal systems.
- Support a data governance model and stringent data controls on source data and calculated analytics.
- Run regular tasks on a daily, monthly, and quarterly basis.
- Support the technology rollout of performance systems ensuring advisory business requirements are met.
- Be involved in multiple projects and systems testing as required.
- Assist colleagues where required.
- Run data quality checks to minimize all areas of operational risk and provide correction and preventative measures.
- Design overall data mangemnet and advisory business Investment KPIs.
- Ensure effective communication and collaboration with stakeholders to meet business requirements and expectations, including handling ad-hoc tasks as needed.
Your skills and experience
- Degree in Maths, Statistics, Finance, Econometrics, or Data Analytics is required.
- Experience within Asset Management and Performance Measurement is preferred.
- Understanding of performance measurement and analysis techniques such as return calculation methodologies.
- Advanced Excel, Access, VBA, and SQL experience are required, while Python and Gen AI are preferred.
- Project management experience or experience with systems migration is a plus.
- Self-motivated and responsive to a changing environment.
- Enthusiasm and a desire to learn product domain, new skills, and continue self-development.
- Accuracy and attention to detail, along with the ability to work to tight deadlines.
- Effective communication skills and the ability to deal with stakeholders at all levels (up to senior management).
- Team contributor with experience working within a global team is a plus.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Or, if you’re feeling inspired, start your journey with us right now.
Top Skills
What We Do
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
*Data as of 31 March 2021
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