Consultant Relations Investment Analyst

Fidelity • Smithfield, RI

5d

About The Position

The Consultant Relations Investment Analyst works within Fidelity’s Consultant Relations team, responding to ad hoc requests for investment data, RFPs/RFIs, and due diligence questionnaires. The role requires efficient responses to often time-sensitive requests, deep investment-content knowledge, and strong working relationships with internal partners across Asset Management, Investment Product, the RFP Team, and Workplace Investing, as well as external analysts and consultants.

The Institutional Client Group serves the institutional marketplace. The Consultant Relations team connects consultants and retirement advisors serving institutional investors—including defined contribution and defined benefit plans—with Fidelity’s asset management capabilities. The Investment Consultant Relations group is part of Fidelity Institutional and supports Fidelity’s investment products and consultant interactions across institutional channels. This position joins a team of 13 relationship managers and analysts.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve. This transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• At least 3 years of experience in the financial services industry.
• Strong understanding of investment concepts, asset classes, and retirement plans.
• Working proficiency in Excel, Salesforce, Morningstar Direct, and other online web applications.
• Strong project management skills and ability to coordinate and complete multiple internal and external projects simultaneously.
• Initiative, resourcefulness, independent problem-solving ability, and sound business judgment.
• Ability to gather, interpret, and synthesize investment data from disparate sources.
• Collaboration skills and ability to work horizontally and vertically within an organization.
• Series 7 and Series 63 licenses required within 90 days of hire.

Nice To Haves

• Experience in institutional investment management or product management, ideally with defined contribution or defined benefit markets.
• MBA or progress toward a CFA.
• Developing communication, relationship management, and meeting facilitation skills.
• Knowledge of financial markets, Fidelity investment managers, retirement-industry trends, and key consulting firms in the institutional investment industry.

Responsibilities

• Supply external consultants and research analysts with detailed investment information on Fidelity products, including performance, portfolio characteristics, commentary and attribution, investment process and philosophy, and competitive advantages.
• Coordinate with the RFP Team to complete detailed RFPs/RFIs and due diligence questionnaires; complete some requests directly as part of the Consultant Relations team.
• Provide market perspectives and feedback to the broader Consultant Relations team and Asset Management product teams based on interactions with the institutional investment community.
• Schedule, coordinate, participate in, and when needed host conference calls with portfolio managers and institutional portfolio managers to review Fidelity investment products.
• Schedule, coordinate, and participate in onsite due diligence meetings with Fidelity portfolio managers, CIOs, and institutional portfolio managers.
• Support Consultant Relations relationship managers and their work across Fidelity with client relationship managers and business development professionals in multiple market segments.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed