Strategic Investment Consultant Relations Analyst

Fidelity Investments Inc.; Smithfield (RI); On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. in Rhode Island is seeking an experienced Consultant Relations Investment Analyst to coordinate investment data requests, respond to RFPs/RFIs, and complete due diligence questionnaires for institutional clients.

You will collaborate with Relationship Managers and internal teams to build deep investment content knowledge, manage multiple projects, and foster strong relationships with external analysts and consultants.

Qualifications

• 3+ years in financial services, ideally institutional investment management
• Experience with defined contribution/defined benefit markets is a plus
• Strong understanding of investment concepts and asset classes
• Proficient in Excel, Salesforce, Morningstar Direct and other web apps
• Ability to coordinate multiple projects and meet deadlines
• Able to gather, interpret and synthesize investment data from multiple sources
• Excellent communication and relationship-management skills
• Fidelity knowledge of investment products and consultant landscape is advantageous

Responsibilities

• Coordinate and respond to ad hoc investment data requests
• Support RFPs/RFIs and due-diligence questionnaires
• Collaborate with internal partners (Asset Management, RFP Team, WI)
• Share market insights and feedback to CR and product teams
• Schedule and participate in calls/meetings with PMs and institutional clients

Skills

Financial services

Investment concepts

Excel

Salesforce

Morningstar Direct

Project management

Relationship building

Communication

Education

MBA (progress preferred)

CFA progress preferred

Tools

Excel

Salesforce

Morningstar Direct

Job description

Fidelity Investments Inc. in Rhode Island is seeking an experienced Consultant Relations Investment Analyst to coordinate investment data requests, respond to RFPs/RFIs, and complete due diligence questionnaires for institutional clients.

You will collaborate with Relationship Managers and internal teams to build deep investment content knowledge, manage multiple projects, and foster strong relationships with external analysts and consultants.