Investment Portfolio Engineer

2 weeks ago

Greenwood Village, United States Fidelity TalentSource LLC Full time

Job Description:

Description\u00A0

With more than $850 billion in assets under management as of August 30th, 2024, Fidelity s Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions.\u00A0

Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory Services.\u202F We construct and manage asset allocation portfolios for more than a million accounts.\u00A0

Strategic Advisers is looking for a Portfolio Engineer to join our Greenwood Village, CO office. The team is responsible for portfolio construction and trading of Fidelity s retail and workplace managed accounts.\u202F We employ investment expertise, quantitative techniques, and technology to scale our investment processes across both taxable and tax qualified portfolios with a mix of single and multi-asset class strategies, investing in a range of securities, including stocks, bonds, ETFs, mutual funds, and separately managed accounts.\u00A0

Primary Responsibilities\u00A0

You will be part of a dynamic group, tasked with developing innovative ways to manage client portfolios at scale. You will work collaboratively within the Systematic Portfolio Engineering team, including mentoring junior team members, to analyze large data sets of portfolio holdings, identify trading opportunities, configure our optimization platform inputs for desired trades, and evaluate portfolio quality.\u202F You will monitor portfolio characteristics, understand factor and risk model exposures, perform cross-sectional and time-series analysis to improve investment outcomes, and build processes to facilitate ongoing oversight across millions of data points.\u202F You will represent the team in projects with our technology group, providing prototypes, requirements, and business context.\u00A0

Experience and Education\u00A0

  • Bachelor s degree required\u00A0

  • Graduate degrees in Finance, Economics, Mathematics preferred\u00A0

  • 6+ years of meaningful experience in an investment role required\u00A0

Skills and Knowledge\u00A0

  • Knowledge of modern portfolio theory, quantitative portfolio construction methods and tax-sensitive management\u00A0

  • Experience managing multi asset class investment strategies\u00A0

  • CFA or CFP designation preferred\u00A0

  • Experience in tax management strategies preferred\u00A0

  • Experience with SQL and Java preferred\u00A0

  • Experience with data visualization tools such as Tableau or Spotfire a plus\u00A0

  • Experience with optimization software such as Northfield, Axioma, or Barra a plus\u00A0

  • Excellent attention to detail\u00A0

  • Proven ability to work effectively in a highly collaborative, team-oriented environment\u00A0

  • Excellent written and interpersonal skills\u00A0

Location\u00A0

Greenwood Village, CO\u00A0

Certifications:

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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model

blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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 accommodations@fmr.com

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