Municipal Research Analyst

3 days ago


Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time
About the Role

Fidelity s Fixed Income Division is a leading fixed income manager with over $1.8 trillion in assets under management. As a Municipal Research Analyst, you will join a team of experienced professionals who combine fundamental research with macroeconomic and quantitative analysis to develop investment decisions that maximize risk-adjusted total return for our clients.

Key Responsibilities
  • Conduct in-depth research on municipal credit sectors, with a focus on revenue-backed credits and investment-grade credits.
  • Develop and maintain a deep understanding of credit factors affecting municipal issuers, including financial performance, market trends, and regulatory developments.
  • Form cohesive credit opinions and communicate investment recommendations effectively to the investment team.
  • Collaborate with portfolio managers and traders to determine investment performance and make informed investment decisions.
  • Manage a high volume of work flow, documenting investment recommendations and monitoring securities held by Fidelity funds and opportunities in the broader market.
Requirements
  • Bachelor s degree in a relevant field, such as finance, economics, or accounting.
  • Advanced degree (e.g. MBA or MPA) is a plus but not required.
  • At least 5 years of relevant experience as a municipal credit analyst, with a strong track record of making fixed income investment recommendations.
  • Well-developed relative value ability and strong analytical and critical thinking skills.
  • Excellent oral and written communication skills, with the ability to present investment ideas and information in a clear and effective way.
  • Good time management ability and flexibility to handle a broad and diverse coverage load.
  • Ability to think creatively, work collaboratively, and make decisions quickly, often with limited information.
About Fidelity

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients money.

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, and candidates who are presented with a Fidelity offer will need to go through a background investigation, which includes a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).



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

    About the RoleFidelity TalentSource LLC is seeking a highly skilled Municipal Research Analyst to join our team. As a key member of our Fixed Income Division, you will be responsible for conducting in-depth research on municipal debt issuers, analyzing credit factors, and providing investment recommendations to our portfolio managers and traders.Key...


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

    Position Overview:About the DivisionThe Quantitative Research and Investing (QRI) division operates within the Asset Management sector at Fidelity. Our focus is on the creation and management of quantitative and hybrid investment strategies, delivering data-driven insights and support to our fundamental investment teams.Role SummaryWe are looking for a Fixed...


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

    Position Overview:About the DivisionThe Quantitative Research and Investing (QRI) division is a key component of Fidelity's Asset Management sector. Our focus is on the creation and enhancement of quantitative and hybrid investment strategies, ensuring that our fundamental investment teams have access to cutting-edge quantitative analysis and relevant...


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

    Position Overview:About the DivisionThe Quantitative Research and Investing (QRI) division operates within Fidelity's Asset Management sector. Our mission is to develop and manage quantitative and hybrid investment strategies while providing exceptional quantitative support to our fundamental investment teams, ensuring they have access to the most relevant...


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

    Position Overview:About the DivisionThe Quantitative Research and Investing (QRI) division operates within the Asset Management sector at Fidelity. Our focus is on the creation and management of quantitative and hybrid investment strategies, ensuring that our fundamental investment teams have access to high-quality data and advanced quantitative...

  • Research Director

    1 day ago


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

    Job Description:Fidelity s Fixed Income Division is a leading fixed income manager with over $1.9 trillion in fixed income assets managed by a team of approximately 200 investment professionals. Our goal is to leverage our financial expertise to help people achieve their financial objectives. The Fixed Income Division is headquartered in Merrimack, New...


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

    About the RoleWe are seeking a highly experienced and skilled Senior Research Director to lead our Fixed Income Research team. As a key member of our organization, you will be responsible for overseeing the development and implementation of our research strategies, ensuring the highest quality of research and analysis, and driving business growth through...

  • Portfolio Analyst

    3 days ago


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

    Job Description:The Portfolio Analyst will play a crucial role in the Fixed Income Division at Fidelity Investments. This individual will work closely with the Personal Bond Management (PBM) team, leveraging technology to scale the business and support clients. The successful candidate will report to the Head of Portfolio Analysis and collaborate with...


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

    Job Overview: Position Summary Fidelity TalentSource LLC is seeking a skilled Portfolio Analyst to enhance its Fixed Income Division. This role involves collaboration with the Personal Bond Management (PBM) team, a retail SMA product that utilizes technology to optimize operations and assist clients. The Portfolio Analyst will report directly to the Head of...


  • Merrimack, New Hampshire, United States Connection Full time

    {"Responsibilities": "As a Senior Sales Tax Analyst at Connection, you will play a critical role in supporting the success of our team. You will be responsible for resolving sales tax issues, developing relationships with internal teams, and identifying opportunities to improve sales tax compliance. You will also be responsible for mentoring sales tax...


  • Merrimack, New Hampshire, United States Connection Full time

    Position Overview:Company BackgroundAt Connection, we simplify the complexities of information technology by bridging the gap between individuals and tech solutions. Whether it’s enhancing warehouse management, empowering the workforce, or safeguarding data, we deliver tailored solutions through a blend of hardware, software, cloud services, and dedicated...


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

    Job Description:We are seeking a highly skilled Derivatives Analyst to join our team in Global Middle Office. As a key member of our Derivatives team, you will work closely with trading desks, global custodians, broker-dealers, and internal/external business partners to support derivatives trade confirmation, lifecycle events, and collateral management for...

  • Data Analyst

    2 weeks ago


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

    About the RoleFidelity TalentSource LLC is seeking a highly motivated Data Analyst to join our team. As a skilled professional, you will provide data analysis leadership on multiple projects simultaneously.Key ResponsibilitiesConduct data analysis across different projects with diverse scope, sophisticated business and technical requirements in a...


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

    Job Overview:We are excited to announce an internship opportunity in the field of Fixed Income Quantitative Research.The Team:Fidelity's fixed income sector stands as a premier manager of fixed income assets, overseeing a substantial portfolio valued at over $1.2 trillion. Our dedicated team comprises approximately 200 investment specialists, with a...


  • Merrimack, New Hampshire, United States Connection Full time

    Position Overview:About UsAt Connection, we simplify the complexities of information technology by facilitating the link between individuals and tech solutions. Whether a client seeks enhanced management of their inventory, workforce empowerment, or data security, we provide tailored solutions through a blend of hardware, software, cloud services, and...


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

    Job Overview:Position: Fixed Income Quantitative Research InternshipAbout the Team:Fidelity's fixed income sector stands as a premier entity in the management of fixed income assets, overseeing an impressive portfolio exceeding $1.2 trillion. Our dedicated team, comprising approximately 200 investment experts, is primarily based in Merrimack, New Hampshire,...


  • Merrimack, New Hampshire, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Senior Derivatives Analyst to join our team in Global Middle Office. As a key member of our Derivatives team, you will play a critical role in supporting derivatives trade confirmation, lifecycle events, and collateral management for Fidelity managed funds.Key ResponsibilitiesSupport the operational activities...


  • Merrimack, New Hampshire, United States Connection Full time

    Position Overview:Company BackgroundAt Connection, we specialize in simplifying the complexities of IT by facilitating the integration of technology and human resources. Our mission is to empower clients to enhance their operational efficiency, optimize workforce capabilities, and safeguard their information. We achieve this by delivering tailored...


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

    About the RoleFidelity TalentSource LLC is seeking a highly skilled and motivated Quantitative Analyst Intern to join its Quantitative Research and Investments division. This is a rare opportunity to work with high-caliber investment professionals in one of the premier fixed income investment management divisions in the world.Key ResponsibilitiesDevelop and...


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

    Job Overview:We are looking for a Quantitative Research Intern to join our esteemed Fixed Income Division. This division is recognized as one of the leading managers in the fixed income sector, overseeing a substantial portfolio of assets. Our team is composed of highly skilled investment professionals who utilize a blend of fundamental and quantitative...