Investment Portfolio Engineer

4 weeks 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. Our Strategic Advisers team is responsible for constructing and managing asset allocation portfolios for millions of accounts.

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.

Location

Greenwood Village, CO

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.


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