Quantitative Platform Success Lead

Job Description:

The Role

In this role, you will ensure the successful implementation and ongoing performance of the Quantitative Research Platform. You will lead the effort to drive adoption of quantitative platform technologies within the Quantitative Research & Investments (QRI) division at Fidelity. You will collaborate with research teams across all asset classes, technologists within the Quantitative Research & Investment (QRI-T) group, and the platform’s product owners. Your responsibilities will include inspiring change and enabling scalability for researchers, crafting custom solutions when necessary, supplying client intelligence to product owners, representing client interest in internal discussions, and providing strategic guidance to partners and management.

The Value You Deliver

You will have the opportunity to deliver value at a wide range of levels, from technical to strategic, including:

• Addressing daily platform and data queries, advancing issues, and ensuring resolution for a phenomenal client experience.
• Educating clients on platform functionality, and suggesting novel ways to use it which saves clients time and leverages existing features to avoid unnecessary customization.
• When necessary, developing custom solutions in Python and SQL to meet client requirements not currently covered by the platform.
• Coaching clients on the standard processes to use the platform, including how to build modular code, how to structure models to take advantage of shared componentry and data, and what tools can be used to meet production standards.
• Finding opportunities for automation in existing client workflows, developing user requirements around them, and shepherding them through the product management process.
• Raising defects in the platform to the product owner group and communicating timelines and remediation strategies to clients to ensure a good experience.
• Assisting Product Owners in developing roadmaps, refining requirements from clients, architecting new features, and prioritizing work items.
• Formalizing the client success lifecycle by designing and implementing support and client engagement metrics.
• Agreeing adoption paths with each research team and shepherding their progress, alerting partners to deviations and holding research teams accountable for using solutions built for them.
• Providing readouts to management with updates on platform adoption and strategy.

The Skills You Bring

• Technical understanding of quantitative research and the production lifecycle, including signal research, optimization, backtesting, and portfolio construction, with deep understanding of the design and implementation of quant platform tools.
• Experience building and using modern quant research platforms to conduct research, manipulate large and sophisticated datasets, and produce models for research and production.
• Deep data domain experience with “core” quant datasets including security reference data, prices, fundamentals, and index data, as well as data-related processes including mastering and transformation.
• Experience in a client-facing, technical product management role, collecting and shaping user requirements and leading the client relationship.
• Highly analytical with the ability to quickly comprehend sophisticated data and process workflows, identify enhancements and optimizations for those processes.
• Strong operations and process driven approach with exceptional attention to detail.
• Implement strategic solutions to achieve QRI’s long-term objectives, while adopting tactical approaches as needed, effectively negotiating with counterparts, fostering accountability, and simplifying sophisticated concepts for clear understanding. Skilled at communicating concisely and strategically with senior management and other partners while simultaneously being able to drill into details to evaluate technical solutions.
• Strong hands-on quant research, data and infrastructure skills including model management and data quality.
• Excellent written and verbal communication skills; experience working with both technical and investment teams.

Education and Experience

• 10+ years of relevant work experience in the financial industry
• Advanced degree or equivalent experience in Engineering, Computer Science, or a closely related field is encouraged.
• Experience at a leading quant asset manager or hedge fund using a quant research platform in your daily responsibilities.
• Fluency with both equity and fixed income quantitative strategies.
• Demonstrable success supporting quant researchers in a technical capacity, guiding their technical designs, and shaping their model implementations.
• Proven track record of delivering solutions in sophisticated data environments and associated technology and analytics infrastructure needed to support these environments.
• A proven ability to partner with quantitative researchers, database engineers, investment services, and portfolio managers.
• Experienced leader with strong interpersonal, communication, organization and client management skills.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to