Investment Portfolio Engineer

1 day ago


Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time
Job Description:

Overview

Fidelity Investments is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. With over $850 billion in assets under management, our Strategic Advisers team is seeking a skilled Portfolio Engineer to join our Greenwood Village, CO office.

Key Responsibilities

  • Analyze large data sets of portfolio holdings to identify trading opportunities and optimize portfolio performance.
  • Configure optimization platform inputs for desired trades and evaluate portfolio quality.
  • Monitor portfolio characteristics, understand factor and risk model exposures, and perform cross-sectional and time-series analysis to improve investment outcomes.
  • Build processes to facilitate ongoing oversight across millions of data points and represent the team in projects with our technology group.

Requirements

  • Bachelor's degree required; graduate degrees in Finance, Economics, or Mathematics preferred.
  • 6+ years of meaningful experience in an investment role required.
  • Knowledge of modern portfolio theory, quantitative portfolio construction methods, and tax-sensitive management.
  • Experience managing multi-asset class investment strategies and tax management strategies preferred.

What We Offer

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We offer a range of benefits, including flexible work arrangements, competitive compensation, and opportunities for professional growth and development.

Location

Greenwood Village, CO



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