Title Equity Attribution Specialist
Department Performance Analytics Team
Location Gurgaon
Reports To Manager Equity Attribution
Level 4
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 Equity Attribution 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 team is global and operates in Dublin, Dalian, London, Tokyo, Gurgaon and Hong Kong. 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 equity attribution Specialist will assist in the delivery of attribution and quarterly investment reports. The team will be focused on the production of quarterly fund reports, investment risk oversight pack, fund characteristics reports and providing risk analysis on our equity products. The team will manage many stakeholders in both the investment and distribution business.
Principle duties:
- Reconcile official performance, risk, and attribution data.
- Preparation of investment reports.
- Working with the Investment teams to understand the drivers of performance
- Provision of performance attribution analysis for all equity funds managed by FIL
- Lead on internal strategic initiatives and process improvements; work with regional partners to ensure a common approach
- Investigation and resolution of complex queries and client queries in a timely manner.
- Develop strong, pro-active relationships with all internal and external customers
- Close working relationship with middle office and tech to ensure data quality and report suitability
- Involvement in projects and systems testing as required
- Production of quarterly fund review packs and investment risk reports
- Responding to a significant volume of ad-hoc queries and requests
- Taking ownership for specific tasks
- Flexible, being able to adapt and support the changing needs of a global team
Your skills and experience
- Degree level in Finance, Maths, Statistics, Economics, Accounting.
- Competency in Python and SQL
- System knowledge such as MSCI Barra preferred.
- Experience within a performance team (measurement and/or attribution) preferred.
- Good knowledge and understanding of financial markets and investment management.
- Enthusiasm and a desire to learn new skills and continue self-development
- Strong numerical and statistical skills.
- Self-motivated and responsive to a changing environment.
- Accuracy and attention to detail.
- Ability to work to tight deadlines.
- Team contributor.
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.
Skills Required
- Degree in Finance, Maths, Statistics, Economics, or Accounting
- Competency in Python
- Competency in SQL
- System knowledge such as MSCI Barra
- Experience within a performance team (measurement and/or attribution)
- Good knowledge and understanding of financial markets and investment management
- Strong numerical and statistical skills
- Self-motivated and responsive to a changing environment
- Accuracy and attention to detail
- Ability to work to tight deadlines
- Team contributor
- Enthusiasm and a desire to learn new skills and continue self-development
Fidelity International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity International and has not been reviewed or approved by Fidelity International.
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Parental & Family Support — Family leave and carers’ support are emphasized via equalized paid parental leave globally and enhanced maternity/adoption policies. Inclusive provisions also cover carers’ leave and compassionate leave to support diverse family needs.
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Healthcare Strength — Healthcare benefits and private medical insurance are consistently highlighted as part of the core package across locations. Wellbeing resources, including an Employee Assistance Programme and menopause support, reinforce the depth of health coverage.
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Retirement Support — Pension and retirement savings are positioned as a strong element of the total package in multiple markets. Retirement design is frequently cited alongside paid time off and flexibility as part of a solid overall offer.
Fidelity International Insights
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
