Investment Risk Management Analyst

Fidelity Investments • Boston, MA

8d • $80,000 - $153,000

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 help assure 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 and assists with risk measurement for liquid alternative and private or illiquid alternative products. It helps ensure detailed risk reports are accurately produced and reviewed by relevant individuals on appropriate cycles, including daily, weekly, monthly, and quarterly cycles. The analyst also participates in regular independent risk reviews of investment products and works with internal business partners and third-party vendors to maintain data elements and processes critical to 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 interacts internally with Chief Investment Officers, Portfolio Managers, Quantitative Analysts, Heads of Businesses, Boards of Trustees, and other control functions, and externally with third-party risk service providers, clients, and consultants.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite requirements vary by role and location and may evolve as the rollout continues; the transition does not apply to fully remote roles. Fidelity does not provide immigration sponsorship for this position.

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 in Snowflake, SQL Developer, and Power BI.
• Excellent communication, presentation, independent thinking, innovation, and problem-solving skills.
• Ability to multitask, prioritize effectively, meet deadlines, and deliver high-quality work.
• Understanding of the basics of risk management, 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.
• Tableau proficiency.

Responsibilities

• Define relevant investment risk metrics and produce risk reporting.
• Participate in discussions to help assess whether investment managers take appropriate types and levels of risk for each client mandate.
• 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.
• Ensure detailed risk reports are produced accurately and reviewed by relevant individuals on appropriate 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.

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: Entry Level