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Senior Investment Analyst - 1703378

Company: Fidelity Investments
Location: Smithfield, RI
Posted on: April 7, 2017

Job Description:

Duties: Serve 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:

• Lead 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.

• Leverage investment portfolio analyses to develop and present

recommendations for Fidelity’s client-facing fund management professionals.

• Independently develop and provide suggestions and solutions

regarding how to position and promote Fidelity financial products.

• Guide the improvements and re-design of performance reports on

monitored funds, and utilize reports as a starting point for further

analysis.

• Build quantitative models and tools that allow complex analyses to

be scalable.

• Combine quantitative analytics with interpretive judgement to

communicate clear recommendations for Fidelity’s investment professionals.

• Provide recommendations to senior management on how Fidelity’s

processes and performance, relative to competitors, relates to specific

client programs.

• Provide recommendations and problem-solving for key Intermediary

Support infrastructure functions.

• Assist in channelizing the efforts of client facing personnel (i.e.

meet their sales goals) and provide them with the necessary education to

increase their chance of winning the clients’ books of business.

• Coordinate 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.

• Partner with internal technology and vendor analysts to improve

quality, automate the process, and add new pitch-books to the current line-

up.

• Cultivate 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.

• Conduct Q&As with FMR portfolio managers on a regular basis

regarding fund performance, positioning and management philosophy.

• Analyze, understand, and communicate the implications of investment

strategies employed by fund managers, to support fund marketing efforts.

• Build partnerships with internal business units to identify best

practices and resolve 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 and translating raw analytics data into investment thesis for

sales team, and developing written and oral presentations to deliver

investment recommendations or investment risk diagnostics; DE measuring

investment portfolio performance, including performance attribution

analysis of equity and fixed income products using return- and holding-

based analysis, pricing and performance data, and macroeconomic analysis;

DE performing investment portfolio analysis using investment research and

computational applications: Excel, Morningstar, FactSet, Bloomberg, or

MATLAB; DE programming in object oriented languages (C++ or VBA) and

performing mathematical modeling using R.

To apply, visit http://jobs.fidelity.com and search for Job Number 1703378.

Keywords: Fidelity Investments, Stratford , Senior Investment Analyst - 1703378, Finance , Smithfield, RI, Connecticut


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