The Group
The Systematic Equity Strategies (SES) team resides within Fidelity’s broader Quantitative Research and Investments (QRI) organization. QRI is responsible for the management and development of new quantitative strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The investment and research team dedicated to SES is responsible for the research, design, development, and implementation of systematic active and tax-managed equity strategies. AUM is approximately $30B and spans multiple equity products and customized separately managed accounts serving both intermediary and institutional investors.
The Role
As an Investment Director, you will work closely with the SES institutional portfolio managers and investment team developing an understanding of the investment philosophy, process, and ongoing activities of the custom separately manage account (tax managed) solution. As an internal subject matter expert, you will work closely with the investment team and internal partners to deliver portfolio and business level analysis supporting client relationships and new business opportunities. Additionally, the role will identify and partner with cross functional teams to improve workflows and support the development of technology and applications to aid the investment management organization and business partners.
The Value You Deliver
Contribute to the delivery of client centric investment content: account review presentations, account transition analysis, attribution analysis, marketing related pitchbooks and product summaries.
Serve a primary role supporting the investment content used in completing complex RFPs and ad-hoc client requests inclusive of organizing workflow within the investment team towards completion.
Build, maintain and grow partnerships across the distribution organization to broaden investment understanding and overall awareness of competitive strengths.
Support focus on investment and product education, as well as thought leadership initiatives.
Assist in identifying and defining workflows, support models, and resourcing to create efficiencies and help implement business requirements with internal partners.
Collaborate with SES institutional portfolio managers and product management team developing investment guidelines, competitive differentiators, and marketing strategy.
Partner with investment team and internal partners to define and develop investment analytics for usage in client reporting and marketing materials.
Qualifications
Bachelor's degree required, progress toward an advanced degree and/or CFA a plus.
3-10 years of investment related experience with a quantitative/systematic focus.
Preference for familiarity with tax managed investment products.
Proficient in PowerPoint, Excel, Word, and FactSet.
Coding proficiency a plus.
The Expertise and Skills You Bring
Enjoy working in a collaborative environment and thrive in a focused and dynamic organization.
Articulate with an interest in developing into a client facing role.
Ability to organize, prioritize, and manage time well.
Real passion for financial markets, investment process and provision of effective investment solutions.
Note: Fidelity is not providing immigration sponsorship for this position.
The base salary range for this position is $100,000 - $185,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
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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.
