Senior Fund Research Analyst at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 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)
5+ years of relevant experience, and good understanding of investment products
Ideally prior experience in manager research covering actively managed mutual funds, ETFs, 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
Mentor junior analysts as needed

Responsibilities

Conducting manager research/ongoing due diligence of actively managed equity or fixed-income investment strategies, including mutual funds, ETFs, 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 behavioral traits, their strategy’s risk and return characteristics
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
Communicating investment merits, explaining strategy performance and providing updates on investment teams and portfolio changes to FIWA portfolio managers, client service teams and institutional clients
Supporting client service initiatives

Skills

Key technologies and capabilities for this role

investment manager due diligenceactively managed equity strategiesfixed-income strategiesmutual fundsETFsSMAsportfolio manager meetingsqualitative analysisquantitative analysisMorningstarFactSeteVestmentExcelWordPowerPointCFA

Questions & Answers

Common questions about this position

What is the base salary range for the Senior Fund Research Analyst position?

The base salary range is $89,000-180,000 USD per year, with placement varying based on job responsibilities, scope, geographic location, candidate’s relevant experience, and other factors.

Is this a remote position or does it require working in an office?

This information is not specified in the job description.

What skills and qualifications are required for this role?

Candidates need a Bachelor’s Degree (Masters and/or CFA preferred), 5+ years of relevant experience in investment products, strong expertise in manager research tools like Morningstar and FactSet, proficiency in Word, Excel, and PowerPoint, and excellent analytical and communication skills.

What is the team like at Fidelity Institutional Wealth Adviser (FIWA)?

The FIWA Research team provides superior fund analysis and investment thought leadership to Fidelity's Workplace Investing, Institutional client-facing teams, retirement plan sponsors, and investment advisors, while emphasizing collaboration, independence, and mentoring junior analysts.

What makes a strong candidate for this Senior Fund Research Analyst role?

Strong candidates bring 5+ years of experience in manager research on actively managed funds, ETFs, and SMAs, expertise in analytical tools like Morningstar and FactSet, CFA progress or credential, and the ability to lead due-diligence meetings while communicating effectively.

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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