Portfolio Engineer for Asset Allocation

3 days ago


Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time
Job Title: Portfolio Engineer for Asset Allocation

We are seeking a skilled Portfolio Engineer to join our team at Fidelity TalentSource LLC. The successful candidate will be responsible for developing innovative ways to manage client portfolios at scale.

About the Role:
  • Develop and implement portfolio construction and trading strategies for retail and workplace managed accounts.
  • Analyze large data sets of portfolio holdings, identify trading opportunities, and configure optimization platform inputs for desired trades.
  • Evaluate portfolio quality, monitor characteristics, understand factor and risk model exposures, and perform cross-sectional and time-series analysis to improve investment outcomes.
  • Represent the team in projects with our technology group, providing prototypes, requirements, and business context.
Requirements:
  • Bachelor's degree in Finance, Economics, Mathematics or related field.
  • 6+ years of experience in an investment role, preferably in asset allocation and portfolio management.
  • Strong knowledge of modern portfolio theory, quantitative portfolio construction methods, and tax-sensitive management.
  • Experience managing multi-asset class investment strategies and using SQL, Java, and data visualization tools like Tableau or Spotfire.
  • CFA or CFP designation is preferred, but not required.
Benefits:

Fidelity offers a competitive salary range of $120,000 - $180,000 per year, depending on experience, plus a comprehensive benefits package that includes health insurance, retirement savings plan, and paid time off.

As a Portfolio Engineer at Fidelity, you will have the opportunity to work with a talented team of professionals who share your passion for innovation and excellence. You will also have access to ongoing training and development opportunities to help you grow your career.



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