Investment Analyst

Fidelity • Boston, MA

20d • $60,000 - $115,000 • Hybrid

About The Position

Do you have an analytical background with a passion for investing and Portfolio Management? Do you enjoy Working with Sales and Client Teams? As part of the Investment Services Support team, your input and analysis may help millions of 401k participants retire and live well in their retirement. The investment analyst is critical to ensuring that all of the investment needs of Fidelity’s Corporate and Tax-Exempt Sales Organizations are met. This role encompasses responsibility for providing investment analysis to the prospect-facing team of account executives, investment strategist organization, and the outside consultant community. Intimate knowledge and objective analysis of both Fidelity and non-Fidelity products and industry trends is essential. Analysis could include investment information, fund mappings, 401(k) plan design commentary, and competitive mutual fund analysis for ultimate use by the plan sponsor and 3rd party consultant.

Requirements

• Minimum 2+ years investment industry experience or equivalent
• Bachelor’s Degree Required
• You have proven time management skills and are a hard worker.
• Your analytical skills and in-depth knowledge of investment statistics are one of your biggest strengths.
• You have outstanding communication skills both oral and written
• You have strong organizational skills and an ability to juggle multiple projects simultaneously
• You thrive in a work environment that is deadline driven
• You are able to work independently and take initiative without explicit direction balanced with the ability to work as a contributing member of the Sales Support team
• You have a strong understanding of the internal and external economics of our business and the regulatory environment impacting our business.

Nice To Haves

• Progress towards MBA or CFA preferred

Responsibilities

• Responsible for all investment related information with Core market Request for Proposals (RFPs), and Presentations, including strict adherence to the integrity of the investment data and information thereby protecting the organization’s reputation.
• Crafting investment materials (Investment Proposals, fund comparisons, plan redesign, custom responses to RFP investment and fee related questions) to assist the plan sponsor and 3rd party consultant decision making process Investment Proposals.
• Responsible for Investment Strategist support with basic ad hoc and client reporting requests.
• Attending internal and external quarterly Portfolio Manager Meetings and internal product and service updates (e.g. advice & guidance products)
• Continuing education to ensure knowledge of internal and state/federal regulatory compliance standards.

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees