Macro Research Analyst at Fidelity Investments

Merrimack, New Hampshire, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Management, Fixed IncomeIndustries

Requirements

  • Experience of 5+ years in financial markets, preferably within the fixed income asset class
  • Demonstrated understanding of economics, debt instruments, credit cycle dynamics and global asset flows
  • Ability to apply macroeconomic trends to inform asset allocation recommendations within the broader fixed income asset classes
  • Creativity and aptitude to find, procure and work with data sets to analyze fundamental, technical and valuation factors in various fixed income asset classes
  • Ability to run an entrepreneurial research effort while being embedded in a tight-knit team environment
  • Experience translating analytical approaches into clear conclusions and connecting them to investment recommendations
  • Outstanding written and verbal communications skills
  • Team player with excellent interpersonal skills and a proactive work ethic
  • Ability and confidence to work effectively in both group settings and independently
  • Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs
  • Strong intellectual curiosity and interest in global events, history, economics, and finance
  • Strong knowledge of economics, global financial markets, debt and credit dynamics and fixed income asset strategy
  • Ability to formulate and deliver compelling investment conclusions

Responsibilities

  • Serve as a primary contributor to the fixed income macro research team that produces opinions and recommendations for actively managed bond and money market portfolios across a wide range of strategies
  • Deliver opinions and recommendations to inform portfolio duration, interest rate and asset allocation strategies across the Treasury, Corporate and Securitized asset classes
  • Collaborate closely with members of the fixed income macro team as well as other investment professionals across Fidelity’s asset management division

Skills

Key technologies and capabilities for this role

Fixed IncomeMacroeconomic AnalysisEconomicsDebt InstrumentsCredit Cycle DynamicsGlobal Financial MarketsAsset AllocationTreasuryCorporate BondsSecuritized AssetsQuantitative AnalysisData AnalysisFinancial Research

Questions & Answers

Common questions about this position

What is the work arrangement for this role?

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

What experience is required for the Macro Research Analyst position?

The role requires 5+ years of experience in financial markets, preferably within the fixed income asset class, along with a demonstrated understanding of economics, debt instruments, credit cycle dynamics, and global asset flows.

What key skills are needed for this role?

Candidates need outstanding written and verbal communication skills, strong interpersonal skills as a team player, ability to work independently and in groups, and aptitude with programming, econometrics, and market data tools.

What is the team environment like at Fidelity's Fixed Income division?

The role involves collaborating closely with members of the fixed income macro team and other investment professionals in a tight-knit team environment, while running an entrepreneurial research effort.

What makes a strong candidate for this Macro Research Analyst role?

A strong candidate has 5+ years in financial markets with fixed income experience, applies macroeconomic trends to asset allocation, excels at data analysis and drawing investment conclusions, and demonstrates strong communication and teamwork skills.

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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