Senior Investment Analyst - 1801534
Company: Fidelity Investments
Location: Smithfield, RI
Posted on: February 23, 2018
Job Description:
Duties: Serves as a member of the Intermediary Support team
within the Fidelity Institutional Asset Management (FIAM) Company, which
supports due diligence research teams that select and monitor investment
managers inside packaged investment solutions. The Intermediary Support team
supports these client research teams by providing information and analysis
related to Fidelity’s asset management projects (principally Fidelity
mutual funds) as used or considered inside the investment solutions managed by
these research teams. The Senior Investment Analyst will leverage an
in-depth understanding of funds and fund strategy to focus on
interpreting and presenting investment process, style, and performance
attribution for Fidelity’s product line to internal and external clients. Primary Responsibilities: • Leads investment analysis projects to provide proactive
custom analyses for client-facing Investment Directors, Relationship
Managers, and Wholesalers in preparation for client meetings or in response to
client questions that require in-depth analysis. • Leverages investment portfolio analyses to develop and
present recommendations for Fidelity’s client-facing fund management
professionals. • Independently develops and provides suggestions and
solutions regarding how to position and promote Fidelity financial
products. • Guides the improvements and re-design of performance reports
on monitored funds, and utilize reports as a starting point for
further analysis. • Builds quantitative models and tools that allow complex
analyses to be scalable. • Combines quantitative analytics with interpretive judgement
to communicate clear recommendations for Fidelity’s investment
professionals. • Provides recommendations to senior management on how
Fidelity’s processes and performance, relative to competitors, relates to
specific client programs. • Provides recommendations and problem-solving for key
Intermediary Support infrastructure functions. • Assists in channelizing the efforts of client facing
personnel (i.e. meet their sales goals) and provides them with the
necessary education to increase their chance of winning the clients’ books
of business. • Coordinates the production and maintenance of pitch-books,
which detail the main attributes of the firm, investment philosophy,
and fund manager’s processes, among other quantitative metrics. • Partners with internal technology and vendor analysts to
improve quality, automate the process, and add new pitch-books to the
current line- up. • Cultivates in-depth knowledge of all Fidelity funds, as well
as relevant non-proprietary funds, and keep abreast on all major
aspects of the economy and capital markets. • Conducts Q&As with FMR portfolio managers on a regular
basis regarding fund performance, positioning and management
philosophy. • Analyzes, understands, and communicates the implications
of investment strategies employed by fund managers, to support fund
marketing efforts. • Builds partnerships with internal business units to identify
best practices and resolves issues. Requirements: Master’s degree (or foreign education equivalent)
in Economics, Finance, Statistics, Mathematics, or a closely
related field and two (2) years of experience in the job offered or two (2) years
of experience performing data engineering and data analysis to
support mutual fund performance. Candidate must also possess: Demonstrated
Expertise (“DE”) performing quantitative analysis and econometric modeling
of global asset classes using FactSet and MSCI BarraOne, and translating
raw analytics data into investment thesis for sales team, and
developing written and oral presentations to deliver investment
recommendations and investment risk diagnostics; DE measuring investment portfolio
performance, including attribution, risk budgeting, and factor investing,
specifically relating to mutual funds, ETFs, and Separately Managed Accounts,
including design of infrastructure solutions, including automation and
data architecture, using SQL, VBA, and C++ -- to support the delivery
of investment data within investment advisor and broker dealer
distribution channels; DE performing portfolio optimization and asset
allocation analytics using MPI Stylus and Morningstar Direct to align
portfolio construction and recommendations with the capital markets
expectations and investment philosophy of Investment Advisor and Broker/Dealer
clients, as well as to support recommendations to the investment committee
and wholesaler/relationship managers; DE in mathematical modeling
using MATLAB, R, and SPSS to perform complex portfolio construction analyses
to support recommendations. To apply, visit http://jobs.fidelity.com and search for Job
Number 1801534.
Keywords: Fidelity Investments, Waterbury , Senior Investment Analyst - 1801534, Finance , Smithfield, RI, Connecticut