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