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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


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