Quantitative Analyst – Private Assets at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Private Markets, Asset Management, Financial ServicesIndustries

Requirements

5+ years of experience in quantitative investment research (e.g., portfolio optimization, portfolio construction, and risk modeling) roles, specifically for multi-asset class investment processes
Quantitative research experience in private markets is a plus
Demonstrated ability to conduct independent empirical research and a willingness to identify and present new research ideas
Graduate degree in a related field (Finance, Engineering, Statistics, Mathematics, etc.) preferred
CFA or CAIA is a plus

Responsibilities

Build and maintain cash flow forecasting models at fund and security levels across private asset classes
Design liquidity management frameworks to optimize capital calls, distributions, deal flow, and credit line usage
Create rebalancing strategies that account for liquidity constraints, fund schedules, and client fairness
Provide rebalancing guidance under varying market conditions, including DIY investor support
Enhance and integrate private asset risk models into enterprise systems; validate against third-party models
Conduct custom risk analyses (e.g., stress tests, scenario analysis) to inform investment decisions
Contribute to the design of a private asset risk framework and its impact on portfolio construction

Skills

Quantitative Modeling

Statistical Techniques

Programming

Financial Analytics

Portfolio Construction

Risk Modeling

Data Analysis

Liquidity Management

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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