Product Analyst, Portfolio Construction Solutions

Fidelity • Durham, NC

2d • Onsite

About The Position

Fidelity Institutional (FI) is looking for a Product Analyst of Portfolio Construction Solutions (PCS) to join Wealth Advisory Managed Solutions (WAMS). This role is accountable for implementing the development and maintenance of analytical tools used in the portfolio construction process. These tools will be used by the Investment team and partners across FI in discussions with external clients. They will include platforms for portfolio risk & analytics, manager research, risk modeling, and optimization, and will include oversight of a data environment that enables those platforms. In this role, you will facilitate requirement sessions with business partners, articulate business requirements, and work within the technology organization to deliver new features/functionality. As a member of the product team, you will contribute to the delivery of new features/functionality that supports the growing Portfolio Construction Solutions business. You will work closely with other analysts, product managers, engineers, and architects to define the right solution.

Requirements

• Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related fields.
• 3+ years of business analysis and/or systems analysis experience.
• Customer-obsessed mindset with the ability to translate user needs into measurable product improvements.
• Strong experience acting as a product analyst across multiple and different product lifecycles.
• Highly effective interpersonal and teamwork skills that enable the cultivation of relationships across investment, technology, distribution, and other teams across Fidelity.
• Excellent oral and written communication skills.
• Motivation to work collaboratively to drive product initiatives from idea to market.
• Continuously improving and encouraging an Agile way of working.

Nice To Haves

• Expertise with portfolio construction, Investment Management, Wealth Management techniques, demonstrating knowledge of different investment products will be plus.

Responsibilities

• Leading the requirements gathering of new features and/or enhancements for our portfolio construction platform.
• Collaborating with the business and technology teams to deliver high-quality solutions for business problems.
• Bringing curiosity and a questioning mind-set to work, asking always about the “why” and the “value” of new features/enhancements to the platform.
• Collaborating and coordinating with developers, engineers, and UX designers and enabling squad member growth, development, and learning.
• Assisting with the development and oversight of a robust portfolio construction data environment and platform for use both internally and externally.
• Ensuring robust data quality checks are in place to enable the use of all tools.
• Conducting product acceptance testing and validation.

What This Job Offers

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