Associate Investment Manager 1200401
Company: Fidelity Investments
Location: Boston, MA
Posted on: January 27, 2012
Job Description:
Duties:
Manage individual client portfolios consistent with Strategic
Advisers' investment philosophy and the unique portfolio parameters and
objectives of each client account.
Generate superior after-tax returns using various tax management
strategies and risk tools.
Perform portfolio analysis using proprietary and non-proprietary
software and use the results to further enhance the returns of the
portfolios.
Review and thoroughly understand internal analyst research on
individual securities and mutual funds to incorporate into investment
decisions. Gain full understanding of our portfolio construction process as
well as keep fluent in all market and fund analyst research.
Monitor and carry out fiduciary responsibilities.
Formulate and implement investment strategies based on dynamic
market movements, tax code changes, trading, systems enhancements,
investment choices, etc.
Present FPP/PPS investment process to internal and external
audiences
Help develop investment policy and product integration to a more
comprehensive UMA/UMH product.
Work with multiple business partners to achieve desired outcome of
superior after tax investment product.
Analyze production results for improvements to the current process,
and assist in implementing better methods.
Develop oversight reporting for fund ownership limits, cash flows,
year end distributions and concentration concerns.
Produce monthly fund universe research packages providing
performance, rating, exposure and fund characteristic information.
Construct and circulate monthly performance and attribution
reporting and commentary across the various tax management strategies and
within individual asset classes.
Manage the investment universe classification process through
liasing with the SAI reasearch and data management teams to define and
maintain individual fund, stock and bond classifications.
Support the research and management of individual secondary asset
classes including Small and Mid Cap.
Requirements: Bachelor of Science degree in Business, Finance, Economics,
or Business Information Systems (willing to accept foreign education
equivalent) as well as 4 years of experience in Job Offered or 4 years of
experience in data and business analysis of fund financial data. Also
requires experience with: Demonstrated experience (DE) applying performance
methodologies including time-weighted, money-weighted and after-tax
calculations along with asset and log weighted composite construction to
align with the Global Investment Performance Standards (GIPS); DE applying
multiple attribution methodologies, including Brinson Fachler, to multi-
asset class portfolios; DE in data querying, analysis and presentation
techniques including the development of Excel Macros leveraging Oracle and
Sybase databases and connecting to third party data vendors including
Bloomberg, Factset and Morningstar Direct. Fidelity Investments is willing
to accept a suitable combination of education, training and experience to
satisfy the requirements.
To apply, visit http://jobs.fidelity.com and search for Job Number 1200401.
Keywords: Fidelity Investments, Boston, Associate Investment Manager 1200401, Finance, Boston, MA, Massachusetts
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