Municipal Research Analyst
3 months ago
Job Description:
The Department
Fidelity s Fixed Income Division is one of the world s leading fixed income managers with over $1.8 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income Division is headquartered in Merrimack, New Hampshire, and has a team of more than 20 associates located in Fidelity s London office.
The Role
The successful candidate will join the Municipal Research Group as an analyst, covering one or more municipal credit sectors with a primary emphasis on revenue-backed credits. The successful candidate s coverage assignment will include a significant focus on credits rated \u2018bbb and below, as well as core investment-grade credits. At Fidelity, analysts interact daily with the municipal portfolio managers and traders and play a vital role in determining the investment performance of the municipal funds. Analysts are highly valued, core members of the research and investment teams (which also include portfolio managers and traders) and actively participate in making investment decisions. The Fidelity municipal team manages approximately $86 billion of assets across bond funds, money market funds, and separately managed accounts.
The Expertise and Skills You Bring
The ideal candidate will have demonstrated experience and interest in municipal credit analysis. Applicants should be prepared to demonstrate an ability to identify and analyze relevant credit factors affecting municipal issuers, to form cohesive credit opinions and to communicate investment recommendations effectively to a broader investment team. At least 5 years of prior relevant municipal credit experience is preferred. The analyst will be responsible for managing a high volume of work flow, documenting investment recommendations and monitoring securities that may be held by Fidelity funds as well as opportunities in the broader market.
Additionally, the ideal candidate will have the following qualifications and attributes:
Bachelor s degree
Advanced degree (e.g. MBA or MPA) is relevant but not required
At least 5 years of relevant experience as a municipal credit analyst
Well-developed relative value ability
Demonstrated success making fixed income investment recommendations
Ability to work collaboratively on a team of investment professionals
Strong analytical and critical thinking skills
Excellent oral and written communication skills
Good time management ability
Flexibility and skill in handling the demands of a broad and diverse coverage load
Ability to think creatively, work collaboratively and make decisions quickly, often with limited information
An ability to engage with quantitative and portfolio analysis
The ability to develop and present investment ideas and investment information in a clear and effective way
A high level of enthusiasm for discovering and responding to new investment opportunities
The confidence and the maturity to lead meetings internally and externally
Exhibit the highest level of personal and professional integrity
Certifications:
Company Overview
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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
-
Municipal Research Analyst
2 weeks ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity TalentSource LLC is seeking a highly skilled Municipal Research Analyst to join our team. As a key member of our Fixed Income Division, you will be responsible for conducting in-depth research on municipal debt issuers, analyzing credit factors, and providing investment recommendations to our portfolio managers and traders.Key...
-
Municipal Research Analyst
5 days ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity s Fixed Income Division is a leading fixed income manager with over $1.8 trillion in assets under management. As a Municipal Research Analyst, you will join a team of experienced professionals who combine fundamental research with macroeconomic and quantitative analysis to develop investment decisions that maximize risk-adjusted total...
-
Municipal Bond Quantitative Analyst
4 weeks ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timePosition Overview:About the DivisionThe Quantitative Research and Investing (QRI) division operates within the Asset Management sector at Fidelity. Our focus is on the creation and management of quantitative and hybrid investment strategies, delivering data-driven insights and support to our fundamental investment teams.Role SummaryWe are looking for a Fixed...
-
Senior Fixed Income Quant Analyst
4 weeks ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timePosition Overview:About the DivisionThe Quantitative Research and Investing (QRI) division is a key component of Fidelity's Asset Management sector. Our focus is on the creation and enhancement of quantitative and hybrid investment strategies, ensuring that our fundamental investment teams have access to cutting-edge quantitative analysis and relevant...
-
Senior Fixed Income Quant Analyst
4 weeks ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timePosition Overview:About the DivisionThe Quantitative Research and Investing (QRI) division operates within Fidelity's Asset Management sector. Our mission is to develop and manage quantitative and hybrid investment strategies while providing exceptional quantitative support to our fundamental investment teams, ensuring they have access to the most relevant...
-
Senior Fixed Income Quant Analyst
4 weeks ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timePosition Overview:About the DivisionThe Quantitative Research and Investing (QRI) division operates within the Asset Management sector at Fidelity. Our focus is on the creation and management of quantitative and hybrid investment strategies, ensuring that our fundamental investment teams have access to high-quality data and advanced quantitative...
-
Research Director
4 days ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeJob Description:Fidelity s Fixed Income Division is a leading fixed income manager with over $1.9 trillion in fixed income assets managed by a team of approximately 200 investment professionals. Our goal is to leverage our financial expertise to help people achieve their financial objectives. The Fixed Income Division is headquartered in Merrimack, New...
-
Senior Research Director
2 weeks ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Research Director to lead our Fixed Income Research team. As a key member of our organization, you will be responsible for overseeing the development and implementation of our research strategies, ensuring the highest quality of research and analysis, and driving business growth through...
-
Portfolio Analyst
5 days ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeJob 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 Analyst
2 months ago
Merrimack, United States Fidelity Investments Full timeJob Description: The Position Fidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will...
-
Investment Portfolio Analyst
4 weeks ago
Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full timeJob Overview: Position Summary Fidelity TalentSource LLC is seeking a skilled Portfolio Analyst to enhance its Fixed Income Division. This role involves collaboration with the Personal Bond Management (PBM) team, a retail SMA product that utilizes technology to optimize operations and assist clients. The Portfolio Analyst will report directly to the Head of...
-
Portfolio Analyst
1 month ago
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description: The Position Fidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and...
-
Portfolio Analyst
2 months ago
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description:The PositionFidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will...
-
Portfolio Analyst
2 months ago
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description: The Position Fidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and...
-
Portfolio Analyst
2 weeks ago
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description:The PositionFidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will...
-
Portfolio Analyst
2 weeks ago
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description: The Position Fidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and...
-
Portfolio Analyst
1 week ago
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description:The PositionFidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will...
-
Portfolio Analyst
5 days ago
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description: The Position Fidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and...
-
Senior Sales Tax Analyst
1 week ago
Merrimack, New Hampshire, United States Connection Full time{"Responsibilities": "As a Senior Sales Tax Analyst at Connection, you will play a critical role in supporting the success of our team. You will be responsible for resolving sales tax issues, developing relationships with internal teams, and identifying opportunities to improve sales tax compliance. You will also be responsible for mentoring sales tax...
-
Managing Director of Research, Fixed Income
3 months ago
Merrimack, United States Fidelity TalentSource LLC Full timeJob Description:The TeamFidelity s Fixed Income Division is one of the country s leading fixed income managers with over $1.9 trillion in fixed income assets managed by a staff of roughly 200 investment professionals. \u00A0At Fidelity, we combine fundamental research on domestic and international debt issuers with macroeconomic and quantitative analysis to...