Current jobs related to Portfolio Analyst - Merrimack - Fidelity TalentSource LLC

  • Portfolio Analyst

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:The PositionFidelity is seeking a skilled Portfolio Analyst to join its Fixed Income Division. The successful candidate will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will...

  • Portfolio Analyst

    2 months ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description:The PositionFidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will...

  • Business Analyst

    1 month ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:The Operations Solutions Business Analyst plays a critical role in driving business-driven initiatives and internal product improvement opportunities within Fidelity's Health and Welfare organization. This position focuses on supporting ongoing operations for Health and Welfare clients and Reimbursement Account clients.The Team:The Operations...

  • Principal Technology Risk Analyst

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity Investments Full time

    Job Title: ETRA Principal Technology Risk AnalystThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team. As a key member of the team, you will be responsible for leading the Fidelity Brokerage Technology Risk Management...

  • Principal Technology Risk Analyst

    4 weeks ago

    Merrimack, New Hampshire, United States Fidelity Investments Full time

    Job Overview:The Technology Risk team for Fidelity Brokerage within Enterprise Technology Risk & Analytics (ETRA) group is seeking a seasoned professional to lead the Fidelity Brokerage Technology Risk Management team. As a key member of the team, you will be responsible for overseeing key risks, threats, controls, and other critical technology risk...

  • Full Stack Engineer

    3 days ago

    Merrimack, United States JobRialto Full time

    Job Summary The Full Stack - Principal Software Engineer will join the Money Market Technology Team within Client Investment's Asset Management Technology division. This role involves crafting, developing, and supporting portfolio and cash management, trading, and market surveillance software applications for the Fixed Income Money Market business. The...

  • Managing Director of Research, Fixed Income

    2 months ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description:The TeamFidelity s Fixed Income Division is one of the country s leading fixed income managers with over $1.9 trillion in fixed income assets managed by a staff of roughly 200 investment professionals. \u00A0At Fidelity, we combine fundamental research on domestic and international debt issuers with macroeconomic and quantitative analysis to...

  • Full Stack Engineer

    4 weeks ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Full Stack Engineer to work in Fidelity’s Asset Management Group. We are sourcing for a Full Stack Engineer in our Merrimack, NH location. The Team Fidelity’s Fixed Income Division manages over $1.2 trillion and...

  • ETRA Principal Technology Risk Analyst

    3 weeks ago

    Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:The Technology Risk team for Fidelity Brokerage within Enterprise Technology Risk & Analytics (ETRA) group is seeking a highly skilled and experienced professional to lead the Fidelity Brokerage Technology Risk Management team. As a key member of the team, you will be responsible for overseeing key risks, threats, controls, and other critical...

  • ETRA Principal Technology Risk Analyst

    2 weeks ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description:The Role The Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!\u00A0 Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and...

  • ETRA Principal Technology Risk Analyst

    4 days ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:The RoleThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team! Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and other...

  • ETRA Principal Technology Risk Analyst

    1 week ago

    MERRIMACK, United States Fidelity Investments Full time

    Job Description:The RoleThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!  Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and other...

  • ETRA Principal Technology Risk Analyst

    4 weeks ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:The RoleThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!  Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and other...

  • ETRA Principal Technology Risk Analyst

    2 weeks ago

    merrimack, United States Fidelity Investments Full time

    Job Description:The RoleThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!  Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and other...

  • ETRA Principal Technology Risk Analyst

    2 months ago

    Merrimack, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!\u00A0 Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and other...

  • ETRA Principal Technology Risk Analyst

    3 weeks ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:The RoleThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!  Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and other...

  • ETRA Principal Technology Risk Analyst

    4 days ago

    MERRIMACK, United States Fidelity Investments Full time

    Job Description: The Role The Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!  Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and...

  • ETRA Principal Technology Risk Analyst

    5 days ago

    Merrimack, United States Fidelity Investments Full time

    Job Description:The RoleThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!  Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and other...

  • ETRA Principal Technology Risk Analyst

    1 week ago

    merrimack, United States Fidelity Investments Full time

    Job Description:The RoleThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!  Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and other...

  • ETRA Principal Technology Risk Analyst

    3 days ago

    merrimack, United States Fidelity Investments Full time

    Job Description:The RoleThe Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team!  Leading the Fidelity Brokerage Technology Risk Management team, you will focus on the oversight of key risks, threats, controls, and other...

Portfolio Analyst

3 months ago

Merrimack, United States Fidelity TalentSource LLC Full time



Job Description:

The Position

Fidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will work closely with portfolio managers, traders, research analysts and investment operations professionals. \u00A0The position requires a familiarity with fixed income investing, an interest in and knowledge of portfolio analysis and implementation techniques; entails significant technology engagement; demands effective communication and data management capabilities; requires attention to detail; and calls for an independent individual who will seek continuous improvement of investment processes and skills.

Primary Responsibilities

  • Ensure that a large number of portfolios are structured appropriately relative to their benchmarks, strategies or risk objectives, as developed by portfolio management team.\u00A0
  • Ensure portfolio targets for cash, duration, and currency exposures are managed appropriately in accordance with Portfolio Managers.
  • Analyze shareholder/client activity and work with Portfolio Managers on investment and divestment options.
  • Create trade orders and ensure orders, trades, and portfolios are always in compliance.
  • Develop a keen understanding of the team domain and share knowledge across teams.
  • Work to improve, iterate and further automate existing end user applications and develop new end user tools.
  • Perform analysis projects in conjunction with the portfolio managers and research staff to continuously refine and improve the investment methodology and associated policies.
  • Streamline the investment process and reduce operational risk through measurement and reporting.
  • Contribute to the implementation, launch, on-going management and improvement of investment strategies using scalable methodologies.
  • Develop constructive relationships with research analysts, quantitative analysts, traders, and investment operations to support the investment process as the business scales.

Qualifications

In this role, you will actively contribute to all aspects of the investment process. In addition, the position requires:

  • 3+ years of investment experience in the fixed income field, and knowledge of fixed income markets and securities.
  • Experience performing investment analysis and understanding portfolio construction.
  • Firm grasp of SQL and Python or other programming language(s).
  • Ability to think creatively and initiate projects that lead to improved implementation of investment strategies.
  • Willingness to contribute to all aspects of projects as investment and operational processes are developed and implemented.
  • Ability to make decisions quickly, often with limited information and with high attention to detail.
  • Ability to be flexible and ready to work through business challenges.
  • Excellent communication and presentation skills; experience presenting sophisticated concepts and results to large audiences in an intuitive manner.
  • Real passion for financial markets and the investment management process.
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 .