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Senior Performance and Attribution Consultant
skillventory - A Leading Talent Research FirmSenior Performance and Attribution Consultant supporting investment performance reporting and competitor analytics for Fidelity. Collaborating across teams and driving continuous improvement.
Posted 7/6/2026full-timeWestlake • New Hampshire, Rhode Island, Texas • 🇺🇸 United StatesSeniorWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment performance reporting and attribution, with strong collaboration and communication skills to partner effectively with investment professionals and senior leaders. Proficient in performance methodologies and experienced in utilizing data platforms for continuous improvement in business operations.
Highest-signal resume keywords
Investment Performance ReportingPerformance MethodologiesMicrosoft Office (Excel, Word, PowerPoint)Snowflake QueryingCFA, CIPM, or CAIA
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Performance ReportingPerformance MethodologiesData AnalysisFinancial AnalysisAttribution Analysis
Soft Skills
CollaborationCommunicationMentoring
Tools & Technologies
SnowflakePowerBIMorningstar DirectLipper
Certifications & Qualifications
CFACIPMCAIA
Industry Keywords
Investment PerformanceCompetitor AnalyticsProduct DevelopmentBusiness Operations
About the role
Key responsibilities & impact- Support multiple types of investment performance reporting, attribution, and competitor analytics
- Partner with investment professionals and senior leaders to address complex inquiries
- Collaborate closely with internal and external data teams
- Support new product development efforts
- Drive continuous improvement within performance business operations
- Mentor and guide analysts
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, or a related field required
- 7 years of proven experience
- Deep knowledge of performance methodologies
- Strong collaboration and communication skills
- Strong Microsoft Office skills required (Excel, Word, PowerPoint)
- Familiarity with Snowflake (querying), PowerBI or modern data platforms preferred
- Experience working with third-party data and tools such as Morningstar Direct, Lipper, or similar platforms
- CFA, CIPM, or CAIA preferred or willingness to pursue
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development