Description

Job Description:

The Role

The FI Organization is seeking a Manager, Investment Analysis with knowledge of multiple developed asset classes (e.g., equity, fixed income), the competitive landscape, and practice management concepts. This role will partner with other team members in data collection, analysis, and reporting to support business objectives, while uncovering trends and executing on opportunities where data and information can provide insight into investment solutions. Having a background as an analyst is useful, but strong communication, organizational and interpersonal skills are crucial to deliver decision-making materials to team members.

The Expertise and Skills You Bring

• Bachelor's degree required
• MBA/CFA, or progress towards, desirable
• 1-3 years of data analysis experience, preferably some in products/investments
• Series 7 and 63 licenses desirable
• Maintains strong communication, presentation and interpersonal skills
• Excellent time management and organizational skills are critical to success
• Strong Excel and reporting skills
• Knowledge of various market-, competitor-, and client-research techniques and industry data sources (FactSet, Morningstar) used to advise strategic decisions
• Leading the creation of core content for prospecting clients
• Providing business development support for generating new business
• Preparing compliant materials to support on-going business objectives
• Note: Fidelity will not provide immigration sponsorship for this position.
  

The Team

Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity's Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.

Certifications:

Category:

Investment Operations
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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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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