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Research Analyst - 1709349

Company: Fidelity Investments
Location: Boston, MA
Posted on: October 20, 2017

Job Description:

Duties: Evaluates, selects, and monitors a specific peer group of

Fidelity and external funds. Contributes to the team’s investment style

and asset class research. Performs manager research to support

buy/sell/hold recommendations on mutual funds and institutional

strategies.

Primary Responsibilities:

• Designs, creates, and uses quantitative models and frameworks to

make asset allocation recommendations within an asset class.

• Performs required analysis to identify promising funds, conduct

thorough research, identify key performance drivers, and make

appropriate recommendations to Portfolio Managers.

• Conducts sub-advised and SMA due diligence; and mandates

creation and ongoing monitoring.

• Conducts asset class projects and thematic investment research.

• Publishes monthly and quarterly performance, risk, and

positioning reports for US equity funds.

• Gathers critical data to monitor tactical and strategic

positions held across the various asset allocation strategies.

• Monitors the US small and large cap investment universe and

conduct product screening in order to identify potential new investment

opportunities.

Requirements: Master’s degree (or foreign education equivalent) in

Finance, Accounting, Statistics, Business Administration, Mathematics,

or a closely related field and two (2) years of experience in the job

offered or two (2) years of experience performing manager and intra-

asset class research within a fund-of-fund and institutional fund

environment. Candidate must also possess: Demonstrated Expertise (“DE”)

conducting cross-asset class and thematic investment research to support

investment recommendations within a fund-of-fund environment; DE

analyzing institutional manager performance within a US equity large cap

and small/mid-cap universe to identify and screen for potential fund

candidates; DE performing due diligence and performance analysis of

portfolio managers within a US equity large-cap and small/mid-cap peer

group, including qualitative analysis; leading meetings with portfolio

managers to discuss portfolio strategy, investment philosophy, and

investment process objectives; and performing quantitative analysis of

mutual fund performance, risks, and holdings, using Bloomberg, FactSet,

Stylus, Morningstar, and Style Research; DE developing economic and

financial models to forecast asset class returns; and conducting

sensitivity analysis to test the impact of macro events on returns.

To apply, visit http://jobs.fidelity.com and search for Job Number

1709349.

Keywords: Fidelity Investments, Chelsea , Research Analyst - 1709349, Finance , Boston, MA, Massachusetts


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