Product Manager, Portfolio Construction Solutions

Fidelity Investments Inc.; Durham (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

Fidelity Institutional is seeking a Product Manager for Portfolio Construction Solutions (PCS) within Wealth Advisory Managed Solutions (WAMS). You will lead the development and maintenance of analytical tools used in the portfolio construction process, including platforms for portfolio risk & analytics, manager research, risk modeling, and optimization, with data-environment oversight.

You will facilitate requirements sessions, translate business needs into features, and collaborate with

Qualifications

• Bachelor’s degree in CS, MIS, Business Information Systems, Mathematics or Finance.
• Customer-obsessed mindset with ability to translate user needs into measurable product improvements.
• Strong experience as a product manager across multiple lifecycles.
• Excellent interpersonal and teamwork skills across Fidelity teams.
• Excellent oral and written communication skills.
• Motivation to drive product initiatives from idea to market.
• Expertise with portfolio construction and wealth management concepts.

Responsibilities

• Lead requirements gathering for new features/enhancements in the portfolio construction platform.
• Collaborate with business and technology teams to deliver high-quality solutions.
• Bring curiosity and question the value of new features/enhancements.
• Coordinate with developers, engineers, and UX designers to deliver features.
• Assist with development and oversight of a robust data environment for internal and external use.
• Ensure robust data quality checks are in place for tool usage.
• Conduct product acceptance validation.

Skills

Product management

Stakeholder collaboration

Requirements gathering

Data quality

Portfolio construction knowledge

Investment management knowledge

Communication skills

Teamwork

Education

Bachelor's degree in Computer Science / MIS / Finance

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

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

The Role

Fidelity Institutional (FI) is looking for a ProductManager of Portfolio ConstructionSolutions(PCS) to joinWealth Advisory Managed Solutions(WAMS), whowill beaccountable 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 forportfolio risk & analytics, managerresearch, 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 productmanagementteam you will contribute to the delivery of new features/functionality that supports the growing Portfolio Construction Solutions business. You will work closely with productleaders, analysts, 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 deliverhigh-qualitysolutions 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 designersindeliveringproduct features andenhancements.
• Assisting with thedevelopment 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 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
• Customer-obsessed mindset with the ability to translate user needs into measurable productimprovements.
• Strongexperience acting as a productmanager/owneracross 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 Managementtechniques, demonstrating knowledge of differentinvestment products will be plus

The Team

The mission ofWAMSis to enable FI to provide advice driven investment solutions through high-value products, tools, and research insights.PCS supportsvariousgroupsincludingPortfolioEngineering,Fundamental andQuantitativeManager Research, Alternatives/Private Market ManagerResearch,PortfolioConstruction Tools & Analytics, Investment Oversight; and Investment Services.The Teams work togetherto 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 [e-mail] 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.

Certifications:

Category:

Product Management