Research Associate

Fidelity Distributors • Boston, MA

217d • Onsite

About The Position

The Fidelity Institutional (FI) Market Intelligence & Commercialization team is looking for a Research Associate who will become a contributing member of a small team crafting research that advises all aspects of our distribution, wealth and advisor technology businesses, from product development to enhancing the client experience. Your primary business partners in this role will be Sales, Relationship Management, Client Experience, and Product & Practice Consulting as our research helps FI understand and adapt to the evolving wealth and competitive landscape and the changing business needs of our clients.

Requirements

• MBA or CFA or equivalent experience a plus.
• 3-5 years proven experience in financial services, ideally in research, consulting, or business strategy.
• Experience in asset management, intermediary or institutional markets a plus.
• Ability to perform financial analysis to understand how a firm's strategy can be reflected in or driven by their financial health.
• Familiar with various market, competitor, and client research techniques and industry data sources.
• Strong ability to distill industry data into concise and insightful intelligence.
• Organizational proficiency and a proactive, creative, and collaborative approach.
• Positive relationship building skills and ability to work horizontally and vertically within the organization.
• Executive communication skills and ability to craft compelling presentations.

Nice To Haves

• Innovative, forward-thinker who quickly understands context and effectively challenges the status quo.

Responsibilities

• Craft research that advises distribution, wealth, and advisor technology businesses.
• Collaborate with Sales, Relationship Management, Client Experience, and Product & Practice Consulting.
• Analyze and interpret information about FI's external business environment.
• Support the development of new capabilities and improve client experience.

Benefits

• Flexible benefits that support you through every stage of your career.
• Recognition as a top 10 Best Place to Work in 2024 by Glassdoor.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Master's degree