Investment Analyst – Capital Markets and Portfolio Analytics

Job Purpose: 

  • The Capital Markets Strategy Group (CMSG) is the primary investment resource within FIAM
  • It is tasked to provide independent analysis and insights into the capital markets to the Intermediary clients
  • The role of the Investment Analyst is to provide general analytical support and to facilitate the production of intellectual content, including power point presentations and written commentaries
  • Secondary mission of the role is to extract insights from the firm’s portfolio construction data in order to drive business growth and increase efficiency.

Your Responsibilities:

  • Collaborate with the broader investment groups and be able to communicate and rationalize clearly specific recommendations for asset allocation
  • Speaks primarily on capital markets topics and should have considerable knowledge on capital markets and individual funds within Fidelity’s vast array of investment products
  • Demonstrates a keen awareness of how each of the portfolios are managed, and what the current thinking and positioning in the portfolio mean
  • Expand our current analytic capabilities and design new tools and applications within a dynamic innovative distribution organization
  • Develop visualizations to share analysis and insights across a large group of business users
  • Lead our automation and integration efforts along with expansion of our tools and capabilities within the Intermediary channel.

Skills and Qualifications:  

  • At least 5 years of demonstrable experience in portfolio construction or investment research within a financial firm, or experience in an economics-focused group such as an economics think tank, governmental agency, or sell-side team
  • Excellent quantitative and empirical research skills, as evidenced by an advanced degree in econometrics, statistics or other quantitative discipline
  • CFA (or progress towards) strongly preferred
  • Strong programming skills (Matlab, Python, SQL) and a deep understanding of the analysis and reduction of large data sets
  • Effective communication skills, both written and verbal
  • The successful candidate must have the confidence and credibility to persuasively interact with colleagues, management, and clients
  • Series 7 and 63 licenses required within 90 days of hire
  • Comprehensive knowledge of Capital Markets, Investment Vehicles (e.g., mutual funds, ETFs, SMAs), and Asset Classes (e.g., fixed income, equities)
  • Demonstrates strong investment acumen and strong communication skills
  • Ability to analyze disparate sets of data and information in an effort to distill into usable insights.

Source: for more information click here.

More Information

  • Experience 5-7 Years
  • This job has expired!
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Company Information
  • Specialism Brokers / Consulting
  • Address 245 Summer St Boston, MA 02210 United States
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