Investment Portfolio Engineer

2 days ago


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

About the Role:

Fidelity Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. As a Portfolio Engineer, you will be part of a dynamic team responsible for portfolio construction and trading of Fidelity's retail and workplace managed accounts.

Key Responsibilities:

  • Analyze large data sets of portfolio holdings to identify trading opportunities and configure optimization platform inputs for desired trades.
  • 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, 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.

What We Offer:

Fidelity is a privately held company with a mission to strengthen the financial well-being of our clients. We offer a range of opportunities for learning and professional growth, a hybrid working model, and a commitment to diversity and inclusion.

How to Apply:

Visit fidelitycareers.com to explore our current job openings and apply for this role.



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