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Director, Financial Solutions - 1906368

Company: FIDELITY INVESTMENTS
Location: Boston, MA
Posted on: June 7, 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”) conducting primary and secondary research to analyze customer financial planning
and investing requirements, including integrating data from secondary research sources -- Cerulli, IRS pension plan limit
and tax guidelines, and U.S. Housing and Urban Development -- with primary, customer survey-based research data
models; and analyzing financial planning strategies -- savings rates, savings vehicle optimization, asset allocation and
portfolio diversification, retirement income, and debt payment hierarchy -- for alignment with customer investment
planning objectives.
• DE performing financial and quantitative modeling to build financial planning and investment advice models using
Excel, VBA, and R to assist customers in the selection of the optimal investment mix, utilizing scenario analysis to
evaluate the impact of savings, investment, and withdrawal strategies on financial goals.
• DE partnering with matrixed teams (product, legal, and technology) to implement financial planning advice
methodologies -- savings hierarchies for tax efficiency and diversification for qualified retirement and health savings
plans -- in the development of self-directed, interactive planning tools and of industry whitepapers.
• DE designing, evaluating, and analyzing surveys to assess financial and emotional readiness of future retirees,
including, analyzing readiness levels across segments -- gender, income-level, and age; performing asset liability
modeling to examine retirement shortfalls; Monte Carlo simulations to assess retirement readiness and market
confidence levels; and survey analysis, including integrating primary survey data with proprietary data on retirement
account balances records.


To apply visit https://jobs.fidelity.com and search job code: 1906368.

Keywords: FIDELITY INVESTMENTS, Boston , Director, Financial Solutions - 1906368, Finance , Boston, MA, Massachusetts


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