Senior Fund Research Analyst - 1506354

Company: Fidelity Investments
Location: Boston, MA
Posted on: June 17, 2015

Job Description:

Duties: Will analyze attribution data and develop diagnostic tools to

identify funds that are not performing as expected. Will work effectively

with significant amounts of data, and draw conclusions from the data. Will

conduct investment review meetings with internal and external portfolio

managers, and ask critical questions about process, philosophy and

performance. Will distill the information gleaned in these meetings in

order to produce well-written, detailed fund notes. Will identify best in

class funds using qualitative and quantitative information, and arrive at

conclusions about the quality of the managers.

Specific asset class responsibility includes Core, Global, and Emerging

Markets fixed income as well as Balanced strategies. Will discuss macro

trends as they evolve over time and gain an understanding of the specific

risks associated with non-US fixed income investing. Will contribute to the

group’s key initiatives around increasing investment integrity and open

architecture.

Requirements: MBA or Master’s degree in Finance (or foreign education

equivalent) and two (2) years of experience in the job offered or two (2)

years of experience performing investment analysis of mutual fund

products. Also Requires: Demonstrated Expertise (“DE”) developing Asset

Allocation strategies mapped to client asset investment objectives within a

Retirement and 401(k) environment; DE performing fund mapping and

competitive mutual fund analysis; and presenting mutual fund analysis to

internal investment consultants/client relationship managers within a

Retirement and 401(k) environment; DE performing fixed income securities

and funds analysis, including stable value and variable annuity investment

analysis; DE modeling mutual fund performance using FactSet, Morningstar

Direct and Bloomberg.

To apply, visit http://jobs.fidelity.com and search for Job Number 1506354.

Keywords: Fidelity Investments, Boston , Senior Fund Research Analyst - 1506354, Finance , Boston, MA, Massachusetts