Portfolio Strategist

• Job Description Summary
  Provide leadership and strategic direction to teams who deliver targeted research/analysis on questions related to company, sectors and economics. Partner with senior business leaders to develop and execute strategy. May be an individual contributor or manager.
• Job Description

  We are looking for experienced investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build better portfolios. We prefer candidates who were analysts at our client firms and/or analysts at asset management firms.

  The Role

  • Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.
  • Synthesize the best of Fidelity's intellectual capital and incorporate thought leadership into portfolio construction:
    • Gain a deep understanding of Fidelity's business cycle framework and asset allocation views from our Asset Allocation Research Team (AART).
    • Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments.
    • Distill investment and market insights and establish a sound grasp of Fidelity's investment approach through quarterly meetings with Fidelity's top portfolio managers.
    • Advance market commentary, asset class and sector strategy, and macro views from Fidelity's Capital Market Strategy Group (CMSG)
  • Communicate key findings & actionable guidance in a clear, concise & inspiring manner.
  • Present at Portfolio Construction Institute events and other client speaking engagements.
  • Work alongside business partners in investment product & distribution, macro strategy, investment sales, custody & clearing relationship management.

  The Expertise and Skill You Bring

  • 5-12 years' relevant work experience. Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable.
  • CFA charterholder.
  • MBA or master's degree preferred.
  • FINRA Series 7 & 63 licenses required within four months of joining.
  • Proven investment acumen, with the ability to respectfully challenge others' investment views.
  • Strong understanding of the mutual fund and ETF landscape.
  • Dynamic problem solver capable of independently completing complex portfolio analyses.
  • Ideal candidate will combine outstanding aptitude for tackling the hardest portfolio challenges with unusual grace & persuasiveness.
  • Strong sales communication & writing skills, including translating complex quantitative investment analysis into relevant, actionable investment solutions.
  • Developer of positive relationships with select internal & external partners.

  The Team

  The Portfolio Construction Guidance Team (PCG) is a part of the Portfolio Construction Solutions Team within Fidelity Institutional (FI). We work closely with Fidelity's Asset Allocation Research Team (AART) and Fidelity Institutional Wealth Adviser (FIWA), Fidelity's Model Team, and sales and marketing teams. We are responsible for providing portfolio construction insights to our advisory clients.

  No relocation will be provided for this role.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.