Investment Risk Management Analyst

Fidelity • Boston, MA

7d

About The Position

The Investment Risk Management Analyst works closely with a small team to define relevant risk metrics, produce reporting, and participate in discussions that assess whether investment managers take appropriate types and levels of risk for each client mandate. Risks must be measured accurately, monitored continuously, and assumed deliberately in accordance with client mandates.

The role contributes to reporting on the organization’s use of financial derivatives; supports risk measurement for liquid alternative and private or illiquid alternative products; and helps ensure detailed risk reports are accurately produced and reviewed on appropriate cycles. The analyst also participates in independent risk reviews of investment products and works with internal business partners and third-party vendors to maintain data elements and processes needed by the Investment Risk team.

The Asset Management Independent Investment Risk Management team conducts objective investment risk assessment, measurement, and management of funds. It issues risk reports, conducts risk research, participates in risk discussions, and educates the investment platform on risk matters. The team engages with internal stakeholders and external risk service providers, clients, and consultants. Fidelity is transitioning toward a full-time onsite working model through a phased rollout; onsite expectations vary by region and role and may evolve.

Requirements

• A degree in an analytical or quantitative field such as economics, finance, mathematics, statistics, or computer science, or equivalent.
• Progressive years of analytical experience.
• Strong statistical analysis skills.
• Programming or coding experience in Python.
• Proficiency with Snowflake, SQL Developer, and Power BI.
• Excellent communication and presentation skills, independent thinking, innovation, and a problem-solving mindset.
• Ability to multitask, prioritize effectively, and meet deadlines while delivering high-quality work.
• Understanding of risk management basics, including risk types, measurement, and analytics.
• Knowledge of major financial market instruments, including derivatives.
• Ability to work as a team player and thrive in a small-team environment.

Nice To Haves

• A related master’s degree.
• Interest in pursuing the CFA or FRM charter.
• Experience with Tableau.

Responsibilities

• Define relevant investment risk metrics.
• Produce risk reporting and participate in discussions assessing whether investment managers take appropriate types and levels of risk for client mandates.
• Contribute to reporting on the utilization of financial derivatives across the organization.
• Assist with risk measurement for liquid alternative and private or illiquid alternative products.
• Help ensure detailed risk reports are accurately produced and reviewed by relevant individuals on appropriate daily, weekly, monthly, quarterly, or other cycles.
• Participate in regular independent risk reviews of investment products.
• Engage with internal business partners and third-party vendors to maintain data elements and processes critical to the Investment Risk team.
• Support the team’s risk assessment, measurement, management, research, discussions, and education activities.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level