Investment Analyst

3 weeks ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

Role

Do you have an analytical background with a passion for investing and Portfolio Management? Do you enjoy Working with Sales and Client Teams? As part of the Investment Services Support team, your input and analysis may help millions of 401k participants retire and live well in their retirement.

The investment analyst is critical to ensuring that all of the investment needs of Fidelity s Corporate and Tax-Exempt Sales Organizations are met. This role encompasses responsibility for providing investment analysis to the prospect-facing team of account executives, investment strategist organization, and the outside consultant community. Intimate knowledge and objective analysis of both Fidelity and non-Fidelity products and industry trends is essential. Analysis could include investment information, fund mappings, 401(k) plan design commentary, and competitive mutual fund analysis for ultimate use by the plan sponsor and 3rd party consultant.

The\u00A0Expertise and Skills\u00A0We re Looking For

  • Minimum 2+ years investment industry experience or equivalent

  • Bachelor s Degree Required

  • Progress towards MBA or CFA preferred

  • You have proven time management skills and are a hard worker.

  • Your analytical skills and in-depth knowledge of investment statistics are one of your biggest strengths.

  • You have outstanding communication skills both oral and written

  • You have strong organizational skills and an ability to juggle multiple projects simultaneously

  • You thrive in a work environment that is deadline driven

  • You are able to work independently and take initiative without explicit direction balanced with the ability to work as a contributing member of the Sales Support team

  • You have a strong understanding of the internal and external economics of our business and the regulatory environment impacting our business.

  • Responsible for all investment related information for all Request for Proposals (RFPs), and Presentations, including strict adherence to the integrity of the investment data and information thereby protecting the organization s reputation.

  • Crafting investment materials (Investment Proposals, fund comparisons, plan redesign, custom responses to RFP investment and fee related questions) to assist the plan sponsor and 3rd party consultant decision making process Investment Proposals.

  • Attending internal and external quarterly Portfolio Manager Meetings and internal product and service updates (e.g. advice & guidance products)

  • Continuing education to ensure knowledge of internal and state/federal regulatory compliance standards.





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.

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