Senior Quantitative Specialist, FIWA Investment Services

1 month ago

Boston, United States Fidelity Investments Full time
Job Description:

The Senior Quantitative Specialist, FIWA Investment Services will have responsibility for tasks and functions supporting investment professionals in the FIWA Investment Office. Responsibilities include automation and execution of processes supporting FIWA's research and portfolio management capabilities. The role will require technological and data expertise, collaboration with various groups across Fidelity in support of the investment process, and alignment with the research and portfolio management teams to support their daily needs.

The Value You Deliver
  • Execute streamlined and automated operational processes, with a focus on embedded quality and reasonability checks to ensure integrity of inputs, processing, and outputs of the investment process
  • Lead execution of production workflows supporting non-discretionary portfolio management, generation of quantitative research, and distribution of quantitative and fundamental research to downstream consumers
  • Support design and execution of controls in investment processes, collaborating with investment teams
  • Develop deep understanding across all aspects of portfolio construction and research including analytics calculation, translating analytics into model construction, factor definition and calculation.
  • Oversee daily/weekly/monthly production reporting cycles across the analytic environments. Ensure all required input data is available, processes run successfully, statistical output is accurate, and reports are generated properly.
  • Respond to ad-hoc data analysis requests in support of projects performed by Investment Teams
  • Develop deep understanding across all aspects of portfolio risk including model construction, factor and covariance definitions, factor calculations, and translating output statistics into meaningful information used within the portfolio management function.
  • Contribute to the continued development and incorporation of non-traditional and/or unstructured data as well as data science applications to enhance the research and investment process.
The Expertise and Skills You Bring
  • A Bachelor's degree in finance, math, accounting, engineering, or computer science. Master's Degree or CFA Charter are preferred but not required
  • 5 plus years of experience in an investment data analytics capacity.
  • Demonstrated history as a top performer working in a data analysis role with great technical skills.
  • Led complex multi-team projects of varying size from both a project management and technical implementation perspective
  • Fluency in MS Excel, advanced level SQL and ability to traverse a wide array of database schemas across diverse content sets
  • Experience programming in Python or R with the ability to develop customized quantitative tools.
  • Knowledge of Security Reference data across Asset Classes. Familiarity with fund and index performance measurement, predictive risk modeling and performance attribution.
  • Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities.
  • Strong hands-on project leadership skills with the drive to complete complex projects as a part of small teams within an extremely fast paced environment. Capability to liaise with investment professionals to gather requirements and manage deliverables of technical development teams.
  • Highly proactive and self-motivated with the ability to meet objectives under minimal supervision.
  • Experience with Morningstar, FactSet, and/or eVestment is a plus
  • Experience with Quant Platform capabilities like back-testing, computing core statistical measures and familiarity of Cloud Technologies for running these capabilities at scale is a plus

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 Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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 [redacted], or by calling [redacted], prompt 2, option 3.

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 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.

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