Vice President, Capital Markets Strategy

Fidelity Investments•CA Work From Home, CA

1d•$65,000 - $210,000•Onsite

About The Position

The Fidelity Institutional is seeking a Capital Markets Strategist with proven global macro subject matter expertise covering both equity, fixed income, and alternative markets. The strategist is the primary client facing interface to our advisor clients and should therefore be able to clearly articulate Fidelity’s macro view and how it could translate into portfolio positioning via in-person, digital, and written medium. The strategists will work alongside sales, marketing, and relationship management to bring our insights and point-of-view to our clients and prospects. A successful strategist should elevate the thought-leadership brand of Fidelity, increase our creditability, and contribute to increase investment solution market share.

Requirements

CFA or MBA preferred.
10 plus years investment management experience
Series 7 and 63 licenses required
Deep knowledge of the capital markets across equities, bonds, and alternatives. Experience investing through multiple market cycles.
Ability to consume and synthesize market data, macro trends, internal and external investment research, and economic data to formulate investment insights.
Display presence and creditability via multi-media presentations to represent the insights and investment views of the team including one-on-one meetings, large venue stage presentations, digital webinars, and media appearances.
Capable of interacting and influencing both external clients (advisors, shareholders, boards of trustees, due diligence analysts, etc.) as well as internal clients (sales, marketing, relationship management, etc.)
Creative skills to draft investment commentary, client presentations, social media posts, and investment through-leadership for external audiences.
Ability to travel 50-75%

Nice To Haves

Candidates who are currently domiciled in that region are preferred.

Responsibilities

Act as the face of our asset management global insights, investment, and asset allocation views.
Formulate the communicate the investment insights and asset allocation positioning on behalf of our sales and relationship management associates to clients.
Creating weekly, monthly, and quarterly investment commentary across a range of economic, investment, and geo-political topics.
Evaluate and respond to market and global events, providing an investment point of view pulling from broader views across the Fidelity and externally.
Cover a geographical area consisting of approximately a fifth of the US supporting all sales and relationship managers, and their clients, who reside in the territory.
Turn investment, market, and economic insights into commercial outcomes aligned to our investment sales goals as a top five asset manager.
Thrives in a team environment of strong investment professionals to bring differentiated points-of-view and insights into a single team narrative.