BostonRecruiter Since 2001
the smart solution for Boston jobs

Investment Manager

Company: Fidelity Investments Inc.
Location: Boston
Posted on: February 26, 2021

Job Description:

IMPORTANT COVID-19 INFORMATION
At Fidelity, we are committed to safeguarding the health and well-being of our associates, clients, and candidates. We are actively monitoring the situation related to COVID-19 and are continuing to hire in order to serve our clients around the globe. To ensure your safety as a job candidate, we will be relying on virtual interviewing and other digital communications. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. We appreciate your understanding and flexibility during this time. x Strategic Advisers, LLC. (SA) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail and institutional distribution channels. For more than 25 years, SA has specialized in building asset allocation solutions, as well as crafting methodologies for many of Fidelity's investment planning tools to help investors reach their financial goals. With over $300 billion in assets under management, the SA team of investment professionals builds and maintains asset allocation portfolios for over one million customer accounts. As part of SA, the Private Wealth Management Investment Team is focused exclusively on providing investment solutions for Fidelity's highest net worth clients. The Role Fidelity's Private Wealth Management team provides personalized wealth management advice, planning and investment management to high-net-worth clients. The offering has evolved into a successful wealth management capability with demonstrated success in retaining and developing Fidelity's largest and most complex clients who seek more personalized investment solutions. You will lead SA's most creative and sophisticated investment solution to solve complex investment needs for our clients using customized asset allocation and asset location strategies. As a member of this team, you will collaborate with a team of experienced wealth managers to build tailored investment solutions that integrate with a variety of sophisticated wealth management capabilities. The portfolios you'll be responsible for will range in size from $2 million to potentially $150 million, with combined total managed assets ranging from $4 - $10 billion. As part of playing a role in SA's next generation of managed account strategies, you will be required to act as an investment leader with a point of view on new investment concepts within Fidelity. Primary Responsibilities Trade Execution

  • Execute daily multi-asset trading activities across individual client portfolios
  • Monitor current events and gauge market reactions
  • Develop and maintain relationships with internal trading partners
  • Manage individual client portfolios utilizing complex portfolio construction techniques that involve the coordination of asset allocation, asset location and broad vehicle selection across a range of equity and fixed income asset classes.
  • Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction, and business cycle positioning in order to achieve superior pre- and after-tax returns consistent with the SA investment philosophy while helping to define the future of the broader investment philosophy and process for the strategy.
  • Drive the concept of "investment planning" by integrating a client's financial plan with their investment plan in order to create highly personalized portfolios for the client through dedicated portfolio construction strategies, incorporating the impacts of estate planning, large quantities of legacy investments, complex compensation plans, highly customized liquidity needs, and complex registration types such as partnerships, corporations, LLCs and a full range of trusts.
  • Mastery of portfolio construction and investment analytic software to efficiently implement complex portfolio construction across multi account registrations types while being able to decipher and clearly understand the impacts on investment risk and return characteristics.
  • Participate in helping to generate and provide new ideas for future technical design requirements to further drive the scale and efficiency of the investment platform. Qualifications Experience/Education
    • Graduate degree preferred; degree or emphasis in finance/accounting/economics subjects strongly preferred.
    • Existing or progress toward CFA, CPA, or CFP credential.
    • Validated experience in a direct client facing role, preferably with High Net Worth clients.
    • 5+ years of meaningful investment experience in research, portfolio management, or trading. Experience with SMA/UMA/UMH investment management a plus. Skills and Knowledge
      • Ability to operate in a demanding environment with an adaptable skill set, creative problem solving skills, and the ability to multi-task
      • A high level of interpersonal skills with an "Executive" presence that has a balance of substance, style, and confidence
      • Excellent attention to detail, as well as great analytical skills that allow for independent judgment and conclusive reasoning while dealing with significant time constraints
      • Solid understanding of quantitative portfolio construction techniques in a taxable, private wealth environment
      • Working knowledge of a wide range of wealth management strategies involving financial and estate planning
      • Ability to work effectively on a collaborative team with a strong spirit of innovation, maintaining comfort in undefined environments Location Boston, MA preferred, would also consider Denver, CO Certifications: Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Keywords: Fidelity Investments Inc., Boston , Investment Manager, Accounting, Auditing , Boston, Massachusetts

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Postal Mail Delivery
Description: POSTAL MAIL DELIVERY NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br The Postal Service is the largest government related agency in terms of employees. The Postal Service currently (more...)
Company: USA Labor Services
Location: Boston
Posted on: 02/27/2021

Postal Clerk
Description: POSTAL CLERK br br NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees.-- The Postal Service (more...)
Company: USA Labor Services
Location: Danvers
Posted on: 02/27/2021

Leading-Edge Solutions
Description: Our client provides an innovative, scalable outsourced alternative to building a traditional finance department. This role is to help grow the practice and maintain outstanding client service. You will (more...)
Company: Human Capital Consultants
Location: Boston
Posted on: 02/27/2021


Mail Processor - Postal Service
Description: MAIL PROCESSOR - POSTAL SERVICE NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees. The Postal (more...)
Company: USA Labor Services
Location: Dedham
Posted on: 02/27/2021

Postal Mail Delivery
Description: POSTAL MAIL DELIVERY NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br The Postal Service is the largest government related agency in terms of employees. The Postal Service currently (more...)
Company: USA Labor Services
Location: Saugus
Posted on: 02/27/2021

Postal Clerk
Description: POSTAL CLERK br br NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees.-- The Postal Service (more...)
Company: USA Labor Services
Location: Everett
Posted on: 02/27/2021

Security Officer Financial Corp
Description: At Allied Universal--, we continue to build an inclusive, Be Phenomenal--, culture that encourages, supports, and celebrates a diverse workplace. It fuels our innovation and connects us closer to our (more...)
Company: Allied Universal
Location: Boston
Posted on: 02/27/2021

Remote Forex Trader Job in Boston, MA - Part Time
Description: Maverick Trading is Hiring We are a top-ranked proprietary trading firm that allows traders to use our capital to increase their profits We are looking for people with an entrepreneurial spirit and a (more...)
Company: maverick fx
Location: Boston
Posted on: 02/27/2021

Santander Holdings USA Inc: Credit Risk Manager
Description: Credit Risk Manager 2004134 DescriptionAs a member of Santander---s retail banking division, you---ll help serve Santander---s retail and small business customers as part of one of the top banks in the (more...)
Company: Santander Holdings USA Inc
Location: Winthrop
Posted on: 02/27/2021

Mail Processor - Postal Service
Description: MAIL PROCESSOR - POSTAL SERVICE NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees. The Postal (more...)
Company: USA Labor Services
Location: North Andover
Posted on: 02/27/2021

Log In or Create An Account

Get the latest Massachusetts jobs by following @recnetMA on Twitter!

Boston RSS job feeds