Quantitative Analyst

Fidelity • Boston, MA

2d

About The Position

Fidelity’s Strategic Advisers, LLC (SAI), a registered investment advisor and Fidelity Investments Company, provides investment management services through Fidelity’s retail and institutional distribution channels. SAI has more than 30 years of experience managing accounts and custom investment solutions and more than $1.4 trillion in assets under management across Fidelity and third-party investment vehicles.

The Quantitative Analyst will join SAI’s Quantitative Research team, focusing on asset allocation research and portfolio construction. The role supports SAI asset allocation portfolio managers in developing strategic and tactical allocations for managed account products. The analyst will provide ad hoc research support, contribute quantitative research, improve decision-making and workflows, and help establish an expanded asset allocation and macroeconomic research function. The position involves collaborating with stakeholders across SAI and contributing to a culture of experimentation.

The successful candidate will initially work as an embedded quantitative analyst with the SAI Asset Allocation team and is expected over time to broaden their investment impact and thought leadership. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; current onsite expectations vary, and the posting does not specify the requirement for this role. Fidelity does not provide immigration sponsorship for this position.

Requirements

• Strong communication skills and ability to articulate complex quantitative concepts and design efficient research solutions for investment decisions.
• Proven track record of independent, innovative research within the financial industry.
• Hands-on experience with Python, LLMs, agentic frameworks, and analytic tools.
• Curiosity and a commitment to rigorous experimentation and exploration.

Nice To Haves

• Four or more years of experience is preferred.
• Strategic mindset and ability to influence and partner with a team to develop and grow a program vision.
• Demonstrated success creating and implementing new investment processes or significant enhancements to existing processes.
• Familiarity with SAI’s investment, investment services, portfolio engineering, optimization methods, or trading processes.

Responsibilities

• Partner with SAI asset allocators and associated teams to understand workflows and contribute to a team-driven process.
• Support ad hoc portfolio manager research needs.
• Execute and expand quantitative research elements of the monthly asset allocation review process.
• Develop and maintain a library of macroeconomic indicators and models to support team research and decision-making.
• Work with portfolio managers and team members to identify research needs, design solutions, and perform modeling and analyses to support decision-making.
• Help develop and implement a comprehensive vision for a quantitative asset allocation research program.
• Collaborate across SAI research and portfolio management groups, identifying and executing common investment research projects.
• Over time, expand investment impact and thought leadership, including designing and implementing an expanded asset allocation and macroeconomic research function for SAI.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment
• Tuition reimbursement
• Learning resources for career development
• Bonus or other variable compensation may be included, depending on position and eligibility requirements

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed