The Role
The Fund Research Analyst position offers a valuable opportunity to learn and excel within the Fidelity Institutional Wealth Adviser (FIWA) Research team. The role involves conducting investment manager due diligence research. The core responsibilities include:
Conducting manager research/ongoing due diligence of Multi-Asset investment strategies, including mutual funds, ETFs, separately managed accounts (SMAs), and other investment vehicles. You will lead due-diligence meetings with portfolio managers to discuss their investment philosophy and process, their team’s behavioral traits, their strategy’s risk and return characteristics. You will use appropriate analytical and research tools to conduct independent and thorough research. The objective is to combine qualitative and quantitative analysis to evaluate the manager’s skills and identify key performance drivers and potential risks. You will document your evidence-based research and analysis, and be able to make appropriate recommendations.
The Expertise and Skills You Bring
Bachelor’s Degree required, Masters and/or CFA credential preferred (or progressing towards CFA charter); Series 7 and 63 licenses a plus
Sound analytical mind-set; and communication skills (verbal and written)
2-5 years of relevant experience, and good understanding of Multi-Asset investment products. Ideally prior experience in manager research covering these products.
Strong expertise in manager research/analytical tools (such as Morningstar, FactSet, eVestment) preferred.
Proficient in Word, Excel and PowerPoint.
Ability to manage time effectively and meet concurrent and frequent deadlines.
Independent but also able to balance independence with team work and collaboration.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
FIWA Research team provides superior fund analysis and investment thought leadership to the Fidelity Workplace Investing and Fidelity Institutional client-facing teams, as well as institutional clients including retirement plan sponsors and investment advisors. The FIWA Research team prepares and distributes analysis of fund performance and investment strategies to Fidelity's institutional clients.
Certifications:Category:Fund and Research AnalysisFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
