Job Description
Title Performance Measurement Senior Analyst - Institutional
Department Performance Analytics
Location India, Gurgaon
Reports To Manager Institutional Performance Measurement Team
Level 3
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 Institutional Performance 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 teams operates globally with Team members in Dublin, Dalian, India, London and Tokyo.
About your role
The institutional Performance team carry out performance measurement and portfolio analysis across Fidelity’s global based Institutional funds. The data provided will include fund and benchmark returns, performance attribution and ex-post risk analysis. These are provided primarily on a monthly and quarterly basis. The key clients of the team are the global Sales Directors and client portfolio managers who interact directly with the individual institutions
About you
The Team looks after all performance and analysis reporting for these clients.. The team provides data for use in external publications, report and accounts, as well as producing a wide variety of analysis and internal management reports.
Your key accountabilities
- Calculation and validation of performance and benchmark returns using both internal and external systems, including:
- Calculation of ex-post risk measure and statistics (Drawdown, TE, IR, Alpha, Beta, etc).
- Responsible for the accuracy of performance related statistics and reference data on the systems mentioned above. This data includes benchmark statistics, total expense ratios, hedging policy, currency of management and reporting
- Involvement in Performance and Risk projects and system testing as required.
- Taking ownership for a specific group of funds directly related to a client base.
What you can expect
Your skills and experience
The role would suit you if you enjoy working as part of a team in a fast paced environment. Successful applicants will be able asked to demonstrate the following;
- Knowledge of the asset management industry
- Excellent attention to detail and ability to identify issues of potential risk
- Ability to work under pressure and to tight deadlines
- Able to communicate effectively with colleagues and internal customers
- Strong analytical and investigations skills with an enquiring mind
- Excellent attention to detail and ability to identify issues of potential risk
- Strong organisation and planning skills
- Good MS experience with emphasis on Excel
- Ability to work under pressure and to tight deadlines
- Team player with collaborative attitude
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.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Skills Required
- Knowledge of the asset management industry
- Excellent attention to detail and ability to identify potential risks
- Ability to work under pressure and meet tight deadlines
- Effective communication with colleagues and internal customers
- Strong analytical and investigative skills
- Strong organization and planning skills
- Microsoft Office experience, particularly Microsoft Excel
- Collaborative team-player attitude
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.
-
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.
-
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.
-
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
