Consultant Relations Investment Analyst

Fidelity Investments • Smithfield, RI

7d

About The Position

The Consultant Relations Investment Analyst is part of Fidelity’s Consultant Relations team, within the Institutional Client Group. The role coordinates and responds to ad hoc investment-data requests, RFPs/RFIs, and due diligence questionnaires, often on quick turnaround timelines. It supports consultant and retirement-advisor access to Fidelity’s asset-management capabilities and helps build strong relationships with internal partners and external analysts and consultants.

The analyst supplies external consultants and research analysts with detailed information about Fidelity products, including investment performance, portfolio characteristics, commentary, attribution, investment process and philosophy, and competitive advantages. The role also coordinates responses to RFPs, RFIs, and due diligence questionnaires; shares market perspectives and feedback with the Consultant Relations and Asset Management product teams; and arranges and participates in calls and onsite due diligence meetings with portfolio managers and institutional investment professionals.

The Investment Consultant Relations group is within Fidelity Institutional and supports distribution of Fidelity investment capabilities to institutional channels. The team consists of 13 relationship managers and analysts. Analysts support relationship managers and collaborate across Fidelity with client relationship managers and business development professionals. Fidelity is transitioning toward a full-time onsite working model through a phased regional and role-based rollout; current onsite expectations vary and may evolve.

Requirements

• At least 3 years of experience in the financial services industry; ideally in institutional investment management or product management with defined contribution or defined benefit market experience.
• 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, including the 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 different sources.
• Collaboration skills and ability to work horizontally and vertically within the organization.
• Developing communication, relationship management, and meeting facilitation skills.
• Series 7 and Series 63 licenses required within 90 days of hire.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• MBA or progress toward the CFA designation.
• Experience in institutional investment management or product management in the defined contribution or defined benefit market.

Responsibilities

• Supply external consultants and research analysts with detailed investment information on Fidelity products, including performance, portfolio characteristics, commentary, attribution, process, philosophy, and competitive advantages.
• Coordinate with the RFP Team to complete RFPs, RFIs, and due diligence questionnaires; in some cases, complete them 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, collaborating with client relationship managers and business development professionals.

What This Job Offers

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