Research Analyst - 2057221
Company: Fidelity Investments
Location: Boston, MA
Posted on: July 1, 2022
Job Description:
Researches coverage of all funds used as building blocks in
investment solutions. Monitors and analyzes fund performance,
attribution, risk, and holdings using analytical tools --
Bloomberg, FactSet, eVestment Alliance, Stylus, and Morningstar
Direct. Conducts face-to-face interviews with portfolio managers to
assess their investment strategy and performance. Partners with
Portfolio Managers to monitor and review market conditions and
drivers of underlying fund performance. Primary Responsibilities: Assists with the due diligence process for underlying portfolio
managers with the building blocks used in asset allocation
products. Makes buy/sell/hold investment recommendations and delivers
these to Portfolio Managers through written reports and
presentations. Assists Portfolio Managers with sub-asset class portfolio
construction and tactical positioning within various multi-asset
class portfolios. Conducts quarterly reviews of multi-asset class building blocks
used in the asset allocation products. Performs research for asset and sub-asset class initiatives. Monitors investment domains to identify potential new investment
opportunities that directly impact portfolio recommendations and
client investment opportunities. Conducts quantitative analyses of information affecting
investment programs of public or private institutions. Education and Experience: Bachelors degree (or foreign education equivalent) in Finance,
Economics, Accounting, Statistics, Business Administration,
Mathematics, or a closely related field and five (5) years of
experience in the job offered or five (5) years of experience
performing fund research and manager selection across asset
classes. Or, alternatively, Masters degree (or foreign education
equivalent) in Finance, Economics, 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 fund research and manager selection across
asset classes. Skills and Knowledge: Candidate must also possess: Demonstrated Expertise (DE) analyzing and benchmarking mutual
funds or institutional strategies by interviewing portfolio
managers to assess strategic vision and investment strategy
including, analyzing investment philosophies, resources and
capabilities, portfolio construction processes, and performance
assessment in economic regimes; and analyzing sources of risk and
return, using Bloomberg, Excel, Factset, Morningstar Direct, and
eVestment analytics. DE analyzing portfolio performance and risk exposures for fund
managers across equities, fixed and high income, alternative asset
classes, and mandates -- ESG; identifying and screening potential
investment candidates, using Excel, Bloomberg, Factset, Morningstar
Direct, and eVestment analytics; performing competitive fund
manager analysis, using Bloomberg, Excel, Factset, Morningstar
Direct, and eVestment analytics; and presenting fund analysis and
investment recommendations to portfolio managers. DE collaborating with portfolio managers to provide input on
asset and sub-asset class research and portfolio construction to
aid in strategic or tactical portfolio positioning; and presenting
recommendations and viewpoints in internal team and external client
meetings. DE collaborating with quantitative analysts, data, and
technology teams to create and improve reports and tools that
assist in managing research processes -- fund performance
attributions, macro-economic dashboards, and asset class
analysis. For full job details and to apply, please visit
https://jobs.fidelity.com/ and search for job number: 2057221.
Keywords: Fidelity Investments, Boston , Research Analyst - 2057221, Finance , Boston, MA, Massachusetts
