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Vice President, Market Research - 1903421

Company: FIDELITY INVESTMENTS
Location: Boston, MA
Posted on: April 5, 2019

Job Description:

Position Description:

Conducts research on financial planning strategies and consults on the implementation of the research throughout the firm. Researches,
develops, backtests, and deploys quantitative models for financial planning. Evaluates 3rd-party financial products. Builds quantitative
models using Excel, VBA, R, and SQL.

Primary Responsibilities:

• Oversees research and consulting projects with internal business partners.
• Works cross-functionally with Technology, Product Management, Portfolio Support, Legal, and Compliance teams to implement and
research company offerings.
• Performs research on financial planning topics, including Savings, Investing, and Retirement Income solutions.
• Builds prototypes using Excel and Python to illustrate strategies and perform preliminary user testing.
• Develops research papers and analyzes data gathered from financial planning and retirement surveys.
• Creates investment and financial planning methodologies.
• Models scenarios for market returns, regulatory changes, and suitability.
• Analyzes and researches business problems.
• Identifies and implements solutions.
• Designs diverse investment solutions to assist investors in achieving financial goals.
• Leads and manages resources across all partner teams in the planning, design, development, testing, and deployment of quantitative
models for financial planning.
• Resolves impediments that prevent team progress.

Education and Experience:

Bachelor’s degree (or foreign education equivalent) in Accounting, Business Administration, Economics, Finance, Statistics, Engineering,
Mathematics, or a closely related field and six (6) years of experience in the job offered or six (6) years of experience in quantitative
financial modeling for investment and financial planning.

Or, alternatively, a Master’s degree (or foreign education equivalent) in Accounting, Business Administration, Economics, Finance, Statistics,
Engineering, Mathematics, or a closely related field and four (4) years of experience in the job offered or four (4) years of experience in
quantitative financial modeling for investment and financial planning.

Skills and Knowledge:

Candidate must also possess:

• Demonstrated Expertise (“DE”) applying artificial intelligence techniques, including the creation of supervised machine learning
algorithms using python on unstructured retirement datasets to predict the reasons for corporate client actions -- plan de-conversions and
sentiment analysis -- predicting retail client financial planning needs -- salary prediction and overall financial wellness.
• DE performing financial and quantitative modeling to build financial planning using Monte Carlo simulations in VBA and SAS to assist
the plan sponsor in analyzing retirement plan performance to assess participant retirement readiness.
• DE partnering with matrixed teams (product, legal, and technology) to identify key business analytic needs, executing research and
analysis, and distilling into detailed Tableau dashboards, thought leadership papers, and communication at industry conferences.
• DE leading the design and integration of analytical processes to translate large-scale retirement and health care (structured and
unstructured) data into actionable insights to enhance organizational analytical capabilities and support strategic business decision
making.

To apply, visit https://jobs.fidelity.com/ and search job code: 1903421.

Keywords: FIDELITY INVESTMENTS, Boston , Vice President, Market Research - 1903421, Finance , Boston, MA, Massachusetts

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