Fund Research Analyst at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Financial ServicesIndustries

Requirements

Bachelor’s Degree required, Masters and/or CFA credential preferred (or progressing towards CFA charter)
Series 7 and 63 licenses a plus
Sound analytical mind-set and communication skills (verbal and written)
2-5 years of relevant experience, and good understanding of investment products
Ideally prior experience in manager research covering actively managed fixed income mutual funds, SMAs and other investment vehicles
Strong expertise in manager research/analytical tools (such as Morningstar, FactSet, eVestment) preferred
Proficient in Word, Excel and PowerPoint
Ability to manage time effectively and meet concurrent and frequent deadlines
Independent but also able to balance independence with team work and collaboration
10-20% national travel required

Responsibilities

Conducting manager research/ongoing due diligence of actively managed fixed income investment strategies, including mutual funds, separately managed accounts (SMAs), and other investment vehicles
Leading due-diligence meetings with portfolio managers to discuss their investment philosophy and process, their team’s investment biases, and their strategy’s risk and return characteristics among others
Using appropriate analytical and research tools to conduct independent and thorough research
Combining qualitative and quantitative analysis to evaluate the manager’s skills and identify key performance drivers and potential risks
Documenting evidence-based research and analysis, and making appropriate recommendations
Providing support for key partners including Workplace Investing, Model Portfolios, Fidelity Managed Account Exchange (FMAX), and others
Supporting initiatives from partners within the organization

Skills

fixed income

mutual funds

SMAs

due diligence

portfolio management

Morningstar

FactSet

eVestment

Excel

PowerPoint

CFA

Series 7

Series 63

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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