Job Description:

We are looking for investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build better portfolios.

The Role

  • Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.

  • Synthesize the best of Fidelity’s intellectual capital and incorporate thought leadership into portfolio construction:

    • Gain a deep understanding of Fidelity’s business cycle framework and asset allocation views from our Asset Allocation Research Team (AART).

    • Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments.

    • Distill investment and market insights and establish a sound grasp of Fidelity’s investment approach through quarterly meetings with Fidelity’s top portfolio managers.

    • Advance market commentary, asset class and sector strategy, and macro views from Fidelity’s Capital Market Strategy Group (CMSG)

  • Collaborate with Portfolio Strategists, deliver on the needs of recurring clients, and complete ad hoc projects.

  • Communicate key findings & actionable guidance in a clear, concise & inspiring manner.

  • Be receptive to mentorship from leadership and team members.

  • Work alongside business partners in investment product & distribution, macro strategy, investment sales, custody & clearing relationship management.

The Expertise and Skill You Bring

  • 3+ years' relevant work experience. Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable.

  • CFA charterholder or progression toward the CFA designation.

  • FINRA Series 7 & 63 licenses required within four months of joining.

  • Proven investment acumen, with the ability to respectfully challenge others' investment views.

  • Solid understanding of the mutual fund and ETF landscape.

  • Dynamic problem solver capable of independently completing complex portfolio analyses.

  • Ideal candidate will combine outstanding aptitude for tackling the hardest portfolio challenges with unusual grace & persuasiveness.

  • Strong sales communication & writing skills, including translating complex quantitative investment analysis into relevant, actionable investment solutions.

  • Developer of positive relationships with select internal & external partners.

  • This role will not have direct reports

  • Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The Portfolio Construction Guidance Team (PCG) is a part of the Portfolio Construction Solutions Team within Fidelity Institutional (FI). We work closely with Fidelity’s Asset Allocation Research Team (AART) and Fidelity Institutional Wealth Adviser (FIWA), Fidelity’s Model Team, and sales and marketing teams. We are responsible for providing portfolio construction insights to our advisory clients.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Investment Operations

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.