Product Analyst, Portfolio Construction Solutions

Fidelity; Durham (NC); On-site; USD 95,000 - 125,000; Full time

Job summary

Fidelity Institutional (FI) seeks a Product Analyst for Portfolio Construction Solutions within Wealth Advisory Managed Solutions. You will gather requirements, partner with business and tech teams, and help deliver features for risk analytics, manager research, and optimization platforms.

The role emphasizes collaboration across Investment, tech, and distribution teams, with strong emphasis on data quality, testing, and agile practices to drive value for Fidelity and external clients.

Qualifications

• Bachelor's degree in Computer Science, MIS, Business Information Systems, Mathematics or Finance
• 3+ years of business analysis and/or systems analysis experience
• Customer-obsessed mindset translating user needs into product improvements
• Experience as a product analyst across multiple product lifecycles
• Strong interpersonal skills enabling cross-team collaboration
• Excellent oral and written communication skills
• Knowledge of portfolio construction and Investment Management approaches and Agile working

Responsibilities

• Lead requirements gathering for new features/enhancements in the portfolio construction platform.
• Collaborate with business and technology teams to deliver high-quality solutions.
• Ask probing questions to uncover value and rationale for features.
• Coordinate with developers, engineers, and UX designers to grow team capabilities.
• Assist in developing and overseeing a robust data environment for internal and external use.
• Ensure data quality checks enable reliable tool usage.
• Conduct product acceptance testing and validation.

Skills

Business analysis

Product analytics

Agile methodology

Stakeholder collaboration

Communication skills

Education

Bachelor's degree in Computer Science MIS Business Information Systems Mathematics or Finance

Job description

Job Description:

NOTE: Fidelity will not be providing immigration sponsorship for this role.

The Role

Fidelity Institutional (FI) is looking for a Product Analyst of Portfolio Construction Solutions (PCS) to join Wealth Advisory Managed Solutions (WAMS) who will be accountable for implementing the development and maintenance of analytical tools used in the portfolio construction process. These tools will be used by not only members of the Investment team but also partners across FI in discussions with external clients. They will include platforms for portfolio risk & analytics, manager research, risk modeling, and optimization and include oversight of a data environment that enables those platforms.

In this role you will be facilitating requirement sessions with business partners, articulating business requirements and working within the technology organization to deliver new features/functionality. As a member of the product team you will contribute to the delivery of new features/functionality that supports the growing Portfolio Construction Solutions business. You will work closely with other analysts, product managers, engineers, and architects to define the right solution.

Your responsibilities include:

• Leading the requirements gathering of new features and/or enhancements for our portfolio construction platform.
• Collaborating with the business and technology teams to deliver high-quality solutions for business problems.
• Bringing curiosity and a questioning mind-set to work, asking always about the “why” and the “value” of new features/enhancements to the platform.
• Collaborating and coordinating with developers, engineers, and UX designers and enabling squad member growth, development, and learning
• Assisting with the development and oversight of a robust portfolio construction data environment and platform for use both internally and externally
• Ensuring robust data quality checks are in place to enable the use of all tools
• Conducting product acceptance testing and validation

The Expertise and Skills You Bring

• Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related fields
• 3+ years of business analysis and/or systems analysis experience
• Customer-obsessed mindset with the ability to translate user needs into measurable product improvements.
• Strong experience acting as a product analyst across multiple and different product lifecycles
• Highly effective interpersonal and teamwork skills that enable the cultivation of relationships across investment, technology, distribution, and other teams across Fidelity
• Excellent oral and written communication skills
• Motivation to work collaboratively to drive product initiatives from idea to market
• Expertise with portfolio construction, Investment Management, Wealth Management techniques, demonstrating knowledge of different investment products will be plus
• Continuously improving and encouraging an Agile way of working

The Team

The mission of WAMS is to enable FI to provide advice driven investment solutions through high-value products, tools, and research insights. PCS supports various groups including Portfolio Engineering, Fundamental and Quantitative Manager Research, Alternatives/Private Market Manager Research, Portfolio Construction Tools & Analytics, Investment Oversight; and Investment Services. The Teams work together to propel our clients’ wealth management strategies with the best of Fidelity and our third-party asset management partners.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at [email hidden] or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Product Management

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.