Quantitative Analyst
2 weeks ago
The Role
The Quantitative Analyst position offers a valuable opportunity to learn and excel within Fidelity Institutional Wealth Adviser (FIWA). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions to a wide range of wealth management firms and institutional investors. As a member of FIWA's Asset Allocation Research, Portfolio Oversight and Analytics team, you will play a key role in thought leadership, asset allocation research, portfolio construction research, the development of scalable investment processes, and the review of analytical approaches and assumptions used in FI's suite of offerings, which include research, portfolio construction, and tools.
Responsibilities
- Asset Allocation Strategy
- Develop, maintain and iterate upon strategic and tactical asset allocation frameworks across asset classes
- Monitor macroeconomic, market, and policy developments to inform allocation shifts
- Collaborate with investment client-facing teams to translate views into actionable portfolio guidance
- Evaluate adoption potential of emerging and extended asset classes in a multi-asset solutions
- Align with Distribution teams on focus strategies based on outcomes of asset allocation frameworks
- Thought Leadership
- Drive end-to-end research projects from conception to delivery and prototype potential research ideas that could be expanded to content used across the FI organization
- Co-author high impact whitepapers, market commentaries, and timely client-facing insights on asset allocation trends
- Represent the team as a subject matter expert in various internal forums
- Quantitative Research & Modeling
- Own quantitative projects to enhance portfolio construction methodologies, including scenario analysis, stress testing, and optimization
- Partner with manager research and portfolio engineering teams to inform implementation of asset allocation strategy and properly identify and mitigate associated risk
- Champion new methodologies and analytics to enhance research quality and efficiency
- Lead initiative to streamline processes and improve scalability across teams
- Contribute to governance frameworks by ensuring models, assumptions and research processes meet high standards of rigor and transparency
- Inform and drive organizational alignment on key capabilities such as risk modeling and optimization
- Review analytical approaches and assumptions used in FI's suite of offerings
- Cross-Functional Collaboration
- Work closely with product, distribution, and investment specialist teams to align asset allocation strategy with business goals
- Support internal education and enablement through training and content development
- Participate in client and due diligence meetings as needed to provide perspectives on markets and asset allocation
- Bachelor's degree in mathematics, engineering, computer science, finance, or another quantitative field required
- Master's degree and/or CFA credential preferred (or progressing towards CFA charter)
- 7+ years of quantitative research and/or portfolio construction experience. Private markets experience a plus
- Demonstrated experience, interest, and skill in quantitative analysis and research
- Deep quantitative and coding skills with the ability to think analytically
- Working experience with any statistical software packages (e.g., Python, R, MATLAB), Excel, and SQL
- Experience with and knowledge of portfolio optimization methods and risk models
- Exposure to quantitative portfolio tools such as MSCI Barra, Axioma, FactSet
- Familiarity with large, complex data sets and data visualization tools
- Desire to learn and evaluate new technologies and approaches that could be applied to investment decision processes
- Strong interpersonal skills and a passion for working in a team environment
- Commercial mindset and experience in a cross functional role across the sales, investment, product and marketing organizations
- Strong communication/presentation skills and ability to translate complex quantitative analysis into meaningful and applicable investment solutions
The Team
FIWA's Asset Allocation Research, Portfolio Oversight and Analytics team partners with other teams across Fidelity and within FIWA to develop, enhance and innovate investment solutions for intermediary clients. We engage in a wide variety of innovation efforts within FIWA and across Fidelity, such as providing guidance on an appropriate allocation to alternative investments and the development of next generation portfolio construction tools. We also publish new investment thought leadership articles on topics such as portfolio construction and alternatives.
Note: Fidelity will not provide immigration sponsorship for this position
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Fund and Research Analysis
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