Portfolio Analyst
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will build and implement customized model portfolios, execute trading strategies, work with trading desks on effective trade execution, analyze portfolio performance and risk, and improve investment reporting, analytics, infrastructure, and processes.
Requirements
- Knowledge of asset allocation concepts and portfolio construction principles
- Interest in financial markets, portfolio management, and investment outcomes
- Investment data analysis skills
- Experience with database or quantitative tools preferred
- Familiarity with Morningstar Direct, FactSet, Bloomberg, SQL, Tableau, and Excel
- Bachelor’s degree or equivalent experience
- 5 to 7 years of investment industry experience
- Proficiency in investment management and managed account solutions
Responsibilities
- Build and implement customized model portfolios and investment solutions
- Develop and execute trading strategies across model portfolios and mutual funds
- Partner with trading desks to implement trades effectively
- Analyze portfolio performance, positioning, risk, and attribution
- Reconcile results that are inconsistent with investment objectives
- Build and enhance reporting capabilities and analytics
- Collaborate on infrastructure, investment process, and investment idea initiatives
- Represent the team on cross-functional initiatives
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources
