Multi-Asset Portfolio Architect

Fidelity; United States; In loco; USD 90.000 - 175.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health care

Retirement plan

Paid time off

Employee match

Student loan repayment

Tuition reimbursement

Learning resources

Descrizione del lavoro

Fidelity's Strategic Advisers, LLC (SAI) seeks a Portfolio Analyst to join the Fundamental Model Management Team in the Portfolio Engineering division. The role collaborates with Portfolio Managers to implement trading strategies across model portfolios and mutual funds.

The position requires a Bachelor's degree and 5–7 years in the investment industry, with familiarity in Morningstar Direct, FactSet, Bloomberg, SQL, Tableau, and Excel.

Competenze

• Bachelor's degree or equivalent experience required.
• Progress toward an advanced degree or CFA designation preferred.
• Minimum 5-7 years of experience in the investment industry with managed accounts exposure.
• Strong knowledge of asset allocation concepts and multi-asset class portfolios.
• Proven ability to analyze investment data and communicate insights clearly.

Mansioni

• Engage with asset allocators and PMs to build customized model portfolios.
• Collaborate with PMs to develop and implement trading strategies across models and funds.
• Coordinate with trading desks to execute trades considering liquidity and market impact.
• Analyze portfolio performance, risk, and attribution to ensure alignment with strategies.
• Enhance reporting capabilities and analytics for investment oversight.
• Work with investment and technology teams to improve processes and infrastructure.
• Represent the team on cross-functional initiatives to drive growth.

Conoscenze

Asset allocation concepts

Interest in financial markets

Team collaboration

Attention to detail

Analytical mindset

Communication skills

Investment data analysis

Morningstar Direct

Factset

Bloomberg

SQL

Tableau

Excel

Formazione

Bachelor's Degree or equivalent experience

Progress towards advanced degree / CFA designation preferred

5-7 years investment industry experience

Strumenti

Morningstar Direct

Factset

Bloomberg

SQL

Tableau

Excel

Descrizione del lavoro

Fidelity's Strategic Advisers, LLC (SAI) seeks a Portfolio Analyst to join the Fundamental Model Management Team in the Portfolio Engineering division. The role collaborates with Portfolio Managers to implement trading strategies across model portfolios and mutual funds.

The position requires a Bachelor's degree and 5–7 years in the investment industry, with familiarity in Morningstar Direct, FactSet, Bloomberg, SQL, Tableau, and Excel.