Quantitative Analyst

3 days ago

Boston, United States Fidelity Investments Full time
Job Description:

The Department

Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail, workplace, and institutional distribution channels. For more than 30 years Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of Fidelity's investment planning tools, to help investors reach their financial goals. With over $800 billion in assets under management in a blend of Fidelity and third-party investment vehicles, the Strategic Advisers team of investment professionals' constructs and manages asset allocation portfolios for more than 2 million customer accounts.

Quantitative Research

SAI's Quantitative Research analysts work either directly on an asset class or product investment teams, the central quantitative research group, or on the risk team. The team consists of ~20 analysts located in Boston, Dublin and Denver and partners with the broader SAI investment teams to deliver superior risk-adjusted performance for the wide range of investment offerings managed by SAI. The team's work includes risk modeling, portfolio construction analysis, the creation of smart beta libraries/alpha models, investment strategy methodology development and implementation support.

The Position

You will conduct research as a member of the Fidelity Personalized Planning & Advice (FPP&A) multi asset class investment team. The FPP&A investment team manages over $130B of assets on behalf of more than 9,000 401k plans. You will contribute to the investment team's successes with thorough analysis and investment recommendations that are based on quantitative analysis.

Your primary objective will include researching and bringing innovative solutions to bear on our existing quantitative investment methodologies to enhance performance and deliver superior outcomes for the workplace managed account clients. A significant focus of your work will also be on portfolio construction and optimization to deliver optimal allocation and fund selection for workplace managed accounts.

You should enjoy working within a team environment and are expected to offer strong communication, programming, and analytical skills. You should be able to translate portfolio management requirements into quantitative projects and present the results in an investment-oriented and intuitive way.

Given SAI's rapidly growing business, this role will evolve dynamically and requires an ambitious spirit. You will work at Fidelity's headquarters in Boston, Massachusetts and will report to the team lead.

Responsibilities

Work within the FPP&A multi asset class investment team to improve risk-adjusted performance and to help our clients to achieve their investment goals:
  • Collaborate with portfolio managers and broader investment team to enhance our investment framework for managed account clients.
  • Enhance fund-level alpha models that will impact the portfolio positioning under different market environments.
  • Evaluate asset/factor allocation and rebalancing strategies under different market and economic conditions.
  • Understand, maintain, and improve infrastructure supporting our investment process.
  • Collaborate with the broader research and investment groups.
  • Be able to clearly communicate and rationalize specific recommendations.
Skills/Knowledge
  • Very solid programming and database skills, e.g., R, Python, SQL
  • Strong communication and presentation skills, particularly in translating complex quantitative analysis into meaningful and applicable investment solutions
  • Deep knowledge of portfolio construction, optimization, and factor allocation across asset classes
  • Experience in applying advanced Machine Learning (ML) techniques to develop investment models is a plus
  • Knowledge of capital markets dynamics
  • Demonstrated experience conducting statistical time-series data analysis and backtesting investment models
  • Experience in the use of financial tools like Bloomberg, FactSet, or other portfolio analysis and asset allocation tools would be beneficial
Qualifications
  • 5-7 years of experience in quantitative investment research (e.g. portfolio optimization, multi-factor, and asset allocation) and portfolio construction roles, specifically for a multi asset class investment process
  • Proven ability to conduct rigorous independent empirical research and a willingness to identify and present new research ideas
  • PhD/MS in a related field (Finance, Engineering, Mathematics, etc.)
  • CFA is a plus
Values

The following values are considered to be fundamental to the way in which our company operates:
  • Teamwork
  • Intellectual curiosity
  • Accountability
  • Enthusiasm


Certifications:

Category:

Investment Professionals

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 every other week (all business days, M-F) in a Fidelity office.

  • Quantitative Analyst

    7 days ago

    Boston, Massachusetts, United States The Ceres Group Full time

    Job Title:Senior Quantitative AnalystJob Summary:We are seeking a highly skilled Senior Quantitative Analyst to join our Multi-Asset Class team. The successful candidate will be responsible for designing, implementing, and maintaining sophisticated quantitative models for our multi-asset suite of strategies.Key Responsibilities:Collaborate with Portfolio...

  • Lead Quantitative Analyst

    4 weeks ago

    Boston, Massachusetts, United States The Ceres Group Full time

    Job Title:Lead Senior Quantitative AnalystCompany Overview:The Ceres Group is a prominent player in the Asset Management sector, dedicated to innovative investment strategies and analytics.Position Summary:The Lead Senior Quantitative Analyst will work closely with Portfolio Managers and Research Analysts to create and refine quantitative models and...

  • Quantitative Investment Analyst

    4 weeks ago

    Boston, United States The Massachusetts Mutual Life Insurance Company Full time

    The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment accounts. This includes performing daily portfolio management activities, such as rebalancin Investment, Analyst, Quantitative, Computer Science, Accounting, Management, Banking, Insurance

  • Quantitative Analyst Lead

    2 weeks ago

    Boston, Massachusetts, United States The Ceres Group Full time

    Senior Quant Analyst - LeadAt The Ceres Group, we are seeking a highly skilled Senior Quant Analyst to lead our Multi-Asset Class team. As a key member of our investment team, you will be responsible for designing, implementing, and maintaining sophisticated quantitative models for our multi-asset suite of strategies.Key Responsibilities:Collaborate with...

  • Lead Quantitative Analyst

    4 weeks ago

    Boston, Massachusetts, United States The Ceres Group Full time

    Job Title:Lead Senior Quantitative AnalystCompany Overview:The Ceres Group is a prominent player in the Asset Management sector, dedicated to innovative investment strategies and client success.Position Summary:The Lead Senior Quantitative Analyst will work closely with Portfolio Managers and Research Analysts to develop and refine quantitative models and...

  • Quantitative Investment Analyst

    3 weeks ago

    Boston, United States MassMutual Full time

    Role: Quantitative Investment Analyst Department: Investment Management Team: Quantitative Portfolio Management Location: Boston - Hybrid Position: Full-Time (3+ days in office per week) The Opportunity: The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate...

  • Quantitative Analyst

    3 weeks ago

    Boston, United States Capstone Corporation Full time

    OVERVIEW: We are looking for a Quantitative Analyst to join our Boston-based investment team. In this role, you will work closely with portfolio managers to develop and enhance technology infrastructures and quantitative processes for the team. RESPONSIBILITIES: Develop new quantitative tools and processes in the areas of data management, back-testing...

  • Lead Quantitative Analyst

    4 weeks ago

    Boston, Massachusetts, United States The Ceres Group Full time

    Job Title:Lead Senior Quantitative AnalystCompany Overview:The Ceres Group is a prominent player in the Asset Management sector, seeking a proficient Senior Quantitative Analyst to enhance their innovative Multi-Asset Class team.Position Summary:The Senior Quant Analyst will work closely with Portfolio Managers and Researchers to develop and refine...

  • Lead Quantitative Analyst

    4 weeks ago

    Boston, Massachusetts, United States The Ceres Group Full time

    Job Title:Lead Senior Quantitative AnalystCompany Overview:The Ceres Group is a prominent player in the Asset Management sector, seeking a talented Senior Quantitative Analyst to enhance their innovative Multi-Asset Class team.Overview:The Senior Quant Analyst will work closely with Portfolio Managers and Researchers to develop and refine model and signal...

  • Senior Quantitative Analyst

    3 weeks ago

    Boston, Massachusetts, United States Alan Gray LLC Full time

    Job Opportunity at Alan Gray LLCJob Title: Senior Quantitative AnalystJob Summary:Alan Gray LLC is seeking a highly skilled Senior Quantitative Analyst to join our Quantitative Services team. As a Senior Quantitative Analyst, you will be responsible for performing insightful quantitative analysis on potential policy exposure for certain long-term or high...

  • Quantitative Investment Analyst

    3 weeks ago

    Boston, United States MassMutual Full time

    Role: Quantitative Investment AnalystDepartment: Investment ManagementTeam: Quantitative Portfolio ManagementLocation: Boston - HybridPosition: Full-Time (3+ days in office per week)The Opportunity:The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment...

  • Quantitative Investment Analyst

    4 weeks ago

    Boston, United States MassMutual Full time

    Role:  Quantitative Investment AnalystDepartment: Investment ManagementTeam: Quantitative Portfolio ManagementLocation: Boston - HybridPosition: Full-Time (3+ days in office per week)The Opportunity:The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment...

  • Quantitative Investment Analyst

    4 weeks ago

    BOSTON, United States MassMutual Full time

    p>Role:  Quantitative Investment AnalystDepartment: Investment ManagementTeam: Quantitative Portfolio ManagementLocation: Boston - HybridPosition: Full-Time (3+ days in office per week)The Opportunity:The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment...

  • Quantitative Investment Analyst

    4 weeks ago

    Boston, United States MassMutual Full time

    Role:  Quantitative Investment Analyst Department: Investment Management Team: Quantitative Portfolio Management Location: Boston - Hybrid Position: Full-Time (3+ days in office per week) The Opportunity: The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate...

  • Quantitative Investment Analyst

    4 weeks ago

    Boston, United States MassMutual Full time

    Role:  Quantitative Investment AnalystDepartment: Investment ManagementTeam: Quantitative Portfolio ManagementLocation: Boston - HybridPosition: Full-Time (3+ days in office per week)The Opportunity:The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment...

  • Quantitative Investment Analyst

    2 weeks ago

    Boston, United States MassMutual Full time

    Role: Quantitative Investment Analyst Department: Investment Management Team: Quantitative Portfolio Management Location: Boston - Hybrid Position: Full-Time (3+ days in office per week) The Opportunity: The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate...

  • Quantitative Analyst

    3 days ago

    Boston, United States Fidelity Investments Full time

    Job Description: The Department Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail, workplace, and institutional distribution channels. For more than 30 years Strategic Advisers has specialized in the design, construction, and...

  • Senior Quantitative Analyst

    4 weeks ago

    Boston, Massachusetts, United States BlueSkyClarity Full time

    Position Overview: Quantitative AnalystAre you passionate about data and its application in financial markets? A fantastic opportunity has arisen for a Quantitative Analyst to become part of a prestigious hedge fund manager. This role is based in a hybrid work environment, allowing for flexibility while contributing to innovative investment strategies...

  • Quantitative Risk Analyst

    7 days ago

    Boston, Massachusetts, United States RESOLUTE MANAGEMENT Full time

    Job Title: Quantitative AnalystAt Resolute Management, we are seeking a highly skilled Quantitative Analyst to join our team of professionals with risk modeling expertise in environmental insurance claims. As a key member of our team, you will work on a variety of projects, including scrubbing and synthesizing data, developing models to simulate complex...

  • Senior Quantitative Analyst

    2 weeks ago

    Boston, Massachusetts, United States The Ceres Group Full time

    Job Title: Senior Quantitative Analyst - LeadJob Function: Quantitative AnalystLocation: Boston, MAIndustry: Asset ManagementJob Number: JO-1901-1156Job Summary:We are seeking a highly skilled Senior Quantitative Analyst to join our Multi-Asset Class team. As a key member of the investment team, you will work closely with Portfolio Managers and Researchers...