Note: Fidelity will not provide immigration sponsorship for this position
Principal Quantitative Analyst, Investment Performance Insights
The Role
As a Principal Quantitative Analyst within the Performance Measurement & Analysis Product Area, you will leverage investment performance, business, and market data to generate actionable insights that support key business partners, including Sales, Finance, Product, and Strategy. You will identify trends, discover opportunities, and develop data-driven recommendations that help inform strategic decision-making across Fidelity.
The ideal candidate is intellectually curious, highly analytical, detail-oriented, and passionate about transforming complex datasets into meaningful business insights.
The Expertise and Skills You Bring
- Bachelor's degree required; Master's degree preferred.
- Demonstrated experience in quantitative analysis, investment analytics, business intelligence, or related field.
- Strong analytical and problem-solving skills, with the ability to identify opportunities, generate insights, and translate findings into recommendations.
- Deep understanding of financial markets, the asset management industry, investor behavior, and Fidelity's business.
- Knowledge of investment performance measurement, attribution, and analytics methodologies preferred.
- Experience sourcing, analyzing, and interpreting large datasets to support fact-based decision-making and measure business outcomes.
- Working knowledge of statistical analysis and quantitative methodologies.
- Experience writing SQL queries and working with Snowflake or similar cloud-based data platforms preferred.
- Strong communication and data visualization skills, with the ability to effectively present findings to both technical and non-technical audiences.
- Experience with data analytics and visualization tools such as Power BI, Tableau, Python, or similar platforms is a plus.
The Team
You will be a member of a small team within the Performance Measurement and Analysis Product Area tasked with generating unique and actionable insights from the vast set of performance and related datasets. In this role, you will partner closely with Product, Sales, Strategy, Finance, and Data teams across multiple Fidelity business units to identify opportunities, answer critical business questions, and drive data-informed decision-making.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills Required
- Bachelor's degree
- Master's degree
- Experience in quantitative analysis, investment analytics, business intelligence, or a related field
- Strong analytical and problem-solving skills
- Understanding of financial markets, asset management, investor behavior, and Fidelity's business
- Experience sourcing, analyzing, and interpreting large datasets
- Working knowledge of statistical analysis and quantitative methodologies
- Knowledge of investment performance measurement, attribution, and analytics methodologies
- Experience writing SQL queries and working with Snowflake or similar cloud-based data platforms
- Strong communication and data visualization skills
- Experience with Power BI, Tableau, Python, or similar analytics and visualization tools
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
