Portfolio Strategist

Fidelity Investments•Jersey City, NJ

4d•$103,000 - $211,000

About The Position

We are looking for experienced investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build better portfolios. We prefer candidates who were analysts at our client firms and/or asset management firms. Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction. Synthesize the best of Fidelity’s intellectual capital and incorporate thought leadership into portfolio construction: Gain a deep understanding of Fidelity’s business cycle framework and asset allocation views from our Asset Allocation Research Team (AART). Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments. Distill investment and market insights and establish a sound grasp of Fidelity’s investment approach through quarterly meetings with Fidelity’s top portfolio managers. Advance market commentary, asset class and sector strategy, and macro views from Fidelity’s Capital Market Strategy Group (CMSG) Communicate key findings & actionable guidance in a clear, concise & inspiring manner. Present at Portfolio Construction Institute events and other client speaking engagements. Work alongside business partners in investment product & distribution, macro strategy, investment sales, custody & clearing relationship management. The Portfolio Construction Guidance Team (PCG) is a part of the Portfolio Construction Solutions Team within Fidelity Institutional (FI). We work closely with Fidelity’s Asset Allocation Research Team (AART) and Fidelity Institutional Wealth Adviser (FIWA), Fidelity’s Model Team, and sales and marketing teams. We are responsible for providing portfolio construction insights to our advisory clients. No relocation will be provided for this role.

Requirements

5-12 years' relevant work experience.
Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable.
CFA Charter holder.
MBA or master’s degree preferred.
FINRA Series 7 & 63 licenses required within four months of joining.
Proven investment acumen, with the ability to respectfully challenge others' investment views.
Strong understanding of the mutual fund and ETF landscape.
Dynamic problem solver capable of independently completing complex portfolio analyses.
Ideal candidate will combine outstanding aptitude for tackling the hardest portfolio challenges with unusual grace & persuasiveness.
Strong sales communication & writing skills, including translating complex quantitative investment analysis into relevant, actionable investment solutions.
Developer of positive relationships with select internal & external partners.

Nice To Haves

MBA or master’s degree preferred.
Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable.
Ideal candidate will combine outstanding aptitude for tackling the hardest portfolio challenges with unusual grace & persuasiveness.

Responsibilities

Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.
Synthesize the best of Fidelity’s intellectual capital and incorporate thought leadership into portfolio construction
Gain a deep understanding of Fidelity’s business cycle framework and asset allocation views from our Asset Allocation Research Team (AART).
Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments.
Distill investment and market insights and establish a sound grasp of Fidelity’s investment approach through quarterly meetings with Fidelity’s top portfolio managers.
Advance market commentary, asset class and sector strategy, and macro views from Fidelity’s Capital Market Strategy Group (CMSG)
Communicate key findings & actionable guidance in a clear, concise & inspiring manner.
Present at Portfolio Construction Institute events and other client speaking engagements.
Work alongside business partners in investment product & distribution, macro strategy, investment sales, custody & clearing relationship management.

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.

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