Job Description:

The Role

The Fund Research Analyst position offers a valuable opportunity to learn and excel within the Fidelity Institutional Wealth Adviser (FIWA) Research team. Reporting to the Vice President of Fund Research, the role involves conducting manager due diligence research; as well as supporting initiatives around ESG/Sustainability investing. The core responsibilities include:

Primarily, conducting manager research/ongoing due diligence of actively managed international equities investment strategies, including mutual funds, separately managed accounts (SMAs), and other investment vehicles. You will lead due-diligence meetings with portfolio managers to discuss their investment philosophy and process, their team’s behavioral traits, their strategy’s risk and return characteristics. You will use appropriate analytical and research tools to conduct independent and thorough research. The objective is to combine qualitative and quantitative analysis to evaluate the manager’s skills, and identify key performance drivers and potential risks. You will document your evidence-based research and analysis, and be able to make appropriate recommendations. Additionally, providing support to the Vice President relates to ESG investments research (Environmental-Social-Governance). This includes supporting projects aimed to help advance and expand the team’s research coverage in ESG investments; and projects around ESG/sustainability investing thought leadership, and cross-enterprise ESG initiatives.

The Expertise and Skills You Bring

• Bachelor’s Degree required, Masters and/or CFA credential preferred (or progressing towards CFA charter);

• Series 7 and 63 licenses or obtain within 90 days

• Sound analytical mind-set; and communication skills (verbal and written)

• 3-5 years of relevant experience, and good understanding of investment products. Ideally prior experience in manager research covering actively managed equities mutual funds, SMAs and other investment vehicles. Prior coverage in international equities asset class a plus.

• Strong expertise in manager research/analytical tools (such as Morningstar, FactSet, eVestment) preferred.

• Proficient in Word, Excel and PowerPoint.

• Ability to manage time effectively, and meet concurrent and frequent deadlines.

• Knowledge, intellectual curiosity and passion in ESG/Sustainability investment landscape a plus.

• Independent but also able to balance independence with team work and collaboration.

The Team

FIWA Research team provides superior fund analysis and investment thought leadership to the Fidelity Workplace Investing and Fidelity Institutional client-facing teams, as well as institutional clients including retirement plan sponsors and investment advisors. The FIWA Research team prepares and distributes analysis of fund performance and investment strategies to Fidelity's institutional clients.

Certifications:

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.