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 portfolio managers, traders, research analysts, and investment operations professionals.

Key Responsibilities:
  • Ensure that portfolios are structured appropriately relative to their benchmarks, strategies, or risk objectives, as developed by the portfolio management team.
  • Manage portfolio targets for cash, duration, and currency exposures 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:
  • 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.

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.



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