Quantitative Analyst

3 weeks ago

Boston, United States Fidelity Investments Full time
Job Description:

Position Description:

Develops portfolio analytics graphics for an enhanced user experience using Barra, Axioma, and Fact Set. Tests multi-asset class fund alpha models. Expands investment methodologies across multiple account types and tax registrations into a unified investment framework. Back-tests strategies and conducts after tax risk analyses to determine optimal investment approaches. Partners with investment teams to deliver risk-adjusted performance for a wide range of investment solutions. Develops trading strategies by highlighting areas of improvements based on key measures and statistical tests.

Primary Responsibilities:

  • Analyzes financial information to forecast business, industry, or economic conditions.
  • Prepares plans for action for investment, using financial analyses.
  • Interprets data on price, yield, stability, future investment-risk trends, economic influences, and factors affecting investment programs.
  • Evaluates and compares the relative quality of securities in a given industry.
  • Conducts quantitative analyses of information affecting investment programs of public or private institutions.
  • Partners with quantitative researchers and analytics groups on project work.
Education and Experience:

Master's degree (or foreign education equivalent) in Quantitative and Computational Finance, Mathematics, Finance, Computational Finance, Statistics, Economics, or a closely related field and no experience.

Skills and Knowledge:

Candidate must also possess:
  • Demonstrated Expertise ("DE") performing systematic tax-smart multi-account portfolio construction and optimization for retail and workplace (401(K) managed accounts, using Java, R,SQL, and Axioma; developing multi-period back test frameworks that incorporates lot-level tax management, simulated returns, and multi-factor risk models, using R and SQL; developing quantitative methods to locate tax-efficient instruments in accounts of varying tax registrations, using R and Axioma; and visualizing analysis results to help inform business decisions in a managed accounts domain, using Spotfire and Tableau.
  • DE designing prototype tools that aid in writing trade rationales based on underlying model changes, using R and SQL; analyzing historical back test results to test foreign equity alpha signals obtained from running multivariable regressions, using R and CPLEX; deploying multiple Autosys jobs to Amazon Web Services (AWS) based Cloud computing environments to automate daily semi-production and research processes, using Jenkins pipelines.
  • DE migrating code base to utilize version control using Git and Bitbucket; building database schemas for storing large amounts of data and improving the efficiency of downstream analysis, using SQL and R; performing large-scale testing and analytics generation, using UNIX, Amazon AWS EC2 instances, and parallel computing techniques; and analyzing and translatingproduction-level Java code to R.
  • DE performing as a key member of a managed accounts investment R&D team - partnering with enterprise technology teams in the development and implementation of new capabilities based on novel investment methodologies and multi-portfolio optimization requirements; extracting, verifying, and summarizing results provided in AWS, Kafka, and Snowflake based software and improving after-tax return and asset location calculations; validating production data for pre trading account reconciliation using R and SQL; and diagnosing and troubleshooting optimization workspaces using Postman and Axioma.


[Expertise may be gained during graduate degree program]

#PE1M2

Certifications:

Category:

Investment Professionals

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).

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