Posted 5 days ago
No clicks
**Fixed Income Portfolio Analyst** at Fidelity manages a large number of Schm montantier accounts, requiring strong fixed income market knowledge. Key responsibilities include portfolio structuring, cash management, shareholder activity analysis, and trade compliance. Seeking an independent candidate with 3-5 years of fixed income experience, familiarity with SQL, Dash, Python, and a passion for financial markets. The role combines investment analysis with technology engagement, demanding excellent communication skills and attention to detail. Contribute to investment process improvements and scalable methodologies for this retail SMA product.
- Compensation
- Not specified
- City
- Boston
- Country
- United States
Currency: Not specified
Full Job Description
Job Description:
The Group
Fidelitys Fixed Income division is one of the leading managers of bond and money market instruments with over $2 trillion in fixed income assets, The Fixed Income team combines fundamental research on domestic and international debt issuers with macroeconomic and quantitative analysis to develop investment decisions that stay true to each portfolios defined investment mandate, while aiming to maximize risk-adjusted total return for our clients. Our goal is to use our financial expertise to help people achieve their financial goals and live the lives they want. The Fixed Income division is headquartered / located primarily in Merrimack, New Hampshire, one hour north of Boston.
The Role
Fidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will work closely with portfolio managers, traders, research analysts and investment operations professionals. The position requires a familiarity with fixed income investing, an interest in and knowledge of portfolio analysis and implementation techniques; entails significant technology engagement; demands effective communication and data management capabilities; requires attention to detail; and calls for an independent individual who will seek continuous improvement of investment processes and skills.
The Value You Deliver
Ensure that a large number of portfolios are structured appropriately relative to their benchmarks, strategies or risk objectives, as developed by portfolio management team.
Ensure portfolio targets for cash, duration, and currency exposures are managed appropriately in accordance with Portfolio Managers.
Analyze shareholder/client activity and work with Portfolio Managers on investment and divestment options.
Create trade orders and ensure orders, trades, and portfolios are always in compliance.
Develop a keen understanding of the team domain and share knowledge across teams.
Provides portfolio optimization solutions and recommends model enhancements to deliver improved outcomes, while adhering to client activity and investment guidelines.
Work to improve, iterate and further automate existing end user applications and develop new end user tools.
Perform analysis projects in conjunction with the portfolio managers and research staff to continuously refine and improve the investment methodology and associated policies.
Streamline the investment process and reduce operational risk through measurement and reporting.
Contribute to the implementation, launch, on-going management and improvement of investment strategies using scalable methodologies.
Develop constructive relationships with research analysts, quantitative analysts, traders, and investment operations to support the investment process as the business scales.
The Experience and Skills You Bring
In this role, you will actively contribute to all aspects of the investment process. In addition, the position requires:
3-5 years of investment experience in the fixed income field, and knowledge of fixed income markets and securities.
Experience performing investment analysis and understanding portfolio construction.
Firm grasp of SQL, Dash and Python.
Ability to think creatively and initiate projects that lead to improved implementation of investment strategies.
Willingness to contribute to all aspects of projects as investment and operational processes are developed and implemented.
Ability to make decisions quickly, often with limited information and with high attention to detail.
Ability to be flexible and ready to work through business challenges.
Excellent communication and presentation skills; experience presenting sophisticated concepts and results to large audiences in an intuitive manner.
Real passion for financial markets and the investment management process.
Certifications:
Category:
Investment ProfessionalsPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Apply
All fields are required.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about 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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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 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.
AI Guidelines
Learn about our guidelines for use of AI when applying for a Fidelity job
