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Senior Quantitative Portfolio Analyst, Quantitative Model Management

1 month ago

Boston, United States Fidelity Talentsource Llc Full time



Job Description:

Senior Quantitative Portfolio Analyst

Quantitative Model Management Team, Strategic Advisers, LLC

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the financial lives they want\u2014 from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the 10,000 advisors and institutions needing innovative technology solutions to invest their clients money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit

www.fidelity.com .

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 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.

Strategic Advisers is looking for a Sr. Quantitative Portfolio Analyst to join our Quantitative Model Management group within our Portfolio Engineering organization. The group is responsible for model portfolio construction and trading for Fidelity s managed accounts and institutional intermediary clients. We employ investment expertise, quantitative techniques, and technology to scale our investment process across a variety of multi-asset class strategies, investing in mutual funds, commingled pools, and ETFs.

The Position

The Sr. Quantitative Portfolio Analyst will be responsible for supervision and implementation of quantitative portfolio management for retirement management account and non-discretionary model portfolios. In this role, you will lead the evolution of all aspects of the quantitative investment process and platform. This will entail working closely with our portfolio management, quantitative research, platform, data, and technology teams.

Responsibilities

  • Portfolio Reallocation: Ownership of the day-to-day quantitative portfolio reallocation processes, including building model portfolios, evaluating portfolio characteristics, formulating investment recommendations, collaborating with portfolio managers, and supervising the trading process.
  • Mentorship: Guide and mentor investment professionals. Help to cultivate an environment that encourages inclusivity, innovation, and cross-team collaboration.
  • Investment Oversight: Lead the development of custom-built portfolio oversight platform. Communicate portfolio performance, positioning, rebalance metrics, etc. to ensure alignment with Portfolio Manager (PM) investment thesis and process.
  • Quantitative Analysis: Develop deep subject matter expertise of the end-to-end investment management process, and systems infrastructure. Lead complex quantitative analysis projects and collaborate with cross-functional team to guide the implementation of investment methodology enhancements.
  • Platform Delivery Partner with Investment architecture and technology teams to prioritize roadmap, define requirements and guide the design of scalable enhancements to our model management platform and systematic processes. Perform end-user acceptance testing.\u00A0\u00A0
  • Client Support: Provide hypothetical portfolio support for prospective clients and perform transition management to seamlessly onboard new clients.\u00A0

Education and Experience

  • 10+ years of investment management experience, specializing in quantitative portfolio construction.
  • Demonstrated experience leading and mentoring investment professional.
  • Advanced degree in a related field such as Computer Science, Engineering, Mathematics or Quantitative Finance is preferred.

Skills and Knowledge

  • Demonstration of strong leadership skills and a track record of successfully navigating cross-functional investment initiatives.
  • Excellent communication and interpersonal skills; experience presenting complex concepts and results to diverse audiences in an intuitive manner.
  • Deep understanding of quantitative portfolio construction techniques in a multi-asset class context, portfolio optimization and statistics.\u00A0
  • Strong analytical and investment platform design skills are preferred. Ability to collaborate effectively with technology to deliver creative, scalable investment solutions.
  • Proficient in programming and data analysis e.g., R, Python, SQL. Familiarity with data visualization tools such as Spotfire or Tableau is a plus.
  • Detail orientated and the ability to work independently on multiple projects without close supervision.
  • Real passion for financial markets and innovation.

Location

Boston, MA

Fidelity Investments is an equal opportunity employer.

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 .