The Role
The Senior Manager, Market & Competitive Intelligence will support stakeholders across Fidelity Institutional (FI) with actionable insights on external market trends. The Senior Manager will leverage strong analytical skills, industry knowledge and critical thinking to create data-driven insights that help business partners take advantage of market opportunities and stay ahead of the competition. These insights will be generated via a combination of ongoing analysis, ad-hoc projects and proactive market intelligence reports.
Your primary areas of focus in this role will be the institutional and intermediary distribution markets. You will use a range of data, market research, and other sources to monitor ongoing industry trends and build forward-looking insights which help FI meet the changing needs of our clients. This includes tracking evolving investor demand, understanding competitors, and identify areas of opportunity or risk to our business.
The Expertise and Skills You Bring
Bachelor’s degree and 5+ years of experience in investment industry; ideally in business intelligence, strategy, distribution or product management
Proven track record of synthesizing data and research from various sources into actionable insights and practical recommendations
Experience working with flows, performance and other competitive data to support product and distribution strategy, including via industry databases such as Simfund, Broadridge, eVestment
Enthusiastic about working across a diverse set of business partners and comfortable managing multiple projects simultaneously
Excellent communication and presentation skills, with ability to explain sophisticated concepts in a simple, straightforward manner
Knowledge of investment and distribution concepts – including established and alternative asset classes, asset managers and distribution channels
Experience working with analytics tools such as Power BI, Tableau, Alteryx, etc. a plus
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Market Intelligence & Commercialization team brings together deep industry knowledge focused on elevating relevant market and competitive insights within the intermediary and institutional financial markets with a process to systematically identify and act on both near- and long-term commercial opportunities. We are focused on a culture of learning and value action, expertise, innovation, and connectivity.
The base salary range for this position is $85,000-$143,000 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.
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.
Fidelity’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.
