Posted 6 days ago
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**Senior Manager, Portfolio Strategist** drives value for advisors and institutional clients by delivering expert guidance on asset allocation, manager selection, and overall portfolio construction. As a senior leader, you'll synthesize Fidelity's intellectual capital, thought leadership, and market insights to champion open architecture investment strategies. Key responsibilities include collaborating with internal teams, mentoring team members, and representing Fidelity to external partners. The ideal candidate will have a CFA charter or progressing towards it, along with a solid understanding of the mutual fund and ETF landscape. Additionally, 3+ years of relevant work experience, proven investment acumen, and strong sales communication skills are required. FINRA Series 7 and 63 licenses are required within four months of joining. This role does not have direct reports and does not require immigration sponsorship.
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Full Job Description
Job Description:
We are looking for 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.
The Role
Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.
Synthesize the best of Fidelitys intellectual capital and incorporate thought leadership into portfolio construction:
Gain a deep understanding of Fidelitys 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 Fidelitys investment approach through quarterly meetings with Fidelitys top portfolio managers.
Advance market commentary, asset class and sector strategy, and macro views from Fidelitys Capital Market Strategy Group (CMSG)
Collaborate with Portfolio Strategists, deliver on the needs of recurring clients, and complete ad hoc projects.
Communicate key findings & actionable guidance in a clear, concise & inspiring manner.
Be receptive to mentorship from leadership and team members.
Work alongside business partners in investment product & distribution, macro strategy, investment sales, custody & clearing relationship management.
The Expertise and Skill You Bring
3+ years' relevant work experience. Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable.
CFA charterholder or progression toward the CFA designation.
FINRA Series 7 & 63 licenses required within four months of joining.
Proven investment acumen, with the ability to respectfully challenge others' investment views.
Solid 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.
This role will not have direct reports
Note: Fidelity will not provide immigration sponsorship for this position.
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 Fidelitys Asset Allocation Research Team (AART) and Fidelity Institutional Wealth Adviser (FIWA), Fidelitys Model Team, and sales and marketing teams. We are responsible for providing portfolio construction insights to our advisory clients.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Investment OperationsPlease 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.
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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.
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