Vice President, Quantitative Portfolio Analyst

Job Description: Vice President, Quantitative Portfolio Analyst, Quantitative Model Management Team, Boston Strategic Advisers, LLC At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the 10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit www.fidelity.com. The Department Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With close to $700 billion in assets under management in a blend of Fidelity and third-party investment vehicles, the Strategic Advisers team of investment professionals’ constructs and manages asset allocation portfolios for more than a million customer accounts. Strategic Advisers is looking for a Quantitative Portfolio Analyst at the VP level to join our Boston office. The team is responsible for model portfolio construction and trading for Fidelity’s managed accounts and institutional intermediary clients. We employ investment expertise, quantitative techniques, and technology to scale our investment process across a variety of multi-asset class strategies, investing in mutual funds, commingled pools, and ETFs. The Position The Quantitative Portfolio Analyst will be responsible for the implementation of quantitative portfolio management for retirement managed accounts and non-discretionary model portfolios. In this role, you will actively contribute to all aspects of the investment process which utilizes a quantitative investment methodology. This will entail working closely with our portfolio management, quantitative research, platform, and technology teams. Responsibilities Portfolio Reallocations: Ownership of the day-to-day portfolio management process, which includes collaborating with the Portfolio Managers, formulate investment strategies, make trading recommendations, configuring our optimization platform inputs for desired trades, constructing model portfolios, evaluating portfolio characteristics, and supervising trading processes. Investment Oversight: Guide the development of portfolio oversight processes across millions of portfolios. Communicate performance, risk, positioning, and rebalance metrics to ensure alignment with the Portfolio Managers investment thesis. Produce and interpret content used in the quarterly CIO portfolio review meetings. Thought Leadership and Quant Analysis: Provide investment thought leadership and lead complex quantitative analysis projects in conjunction with the broader investment team aimed at improving the investment methodology and client outcomes. Investment Architecture: Lead the investment architecture and design of scalable enhancements to our model management platform and systematic processes. Provide business context, prototypes, requirements, and roadmap prioritization. Perform end-user acceptance testing. Client Relations: Developing hypothetical portfolios and ad-hoc analysis for prospective plan sponsors and financial advisors. Perform white-glove transition management to seamlessly onboard clients. Education and Experience 10 years of investment management experience in a role where quantitative portfolio construction and investment platform design skills were required. Graduate degree in a related field (Computational Finance, Quantitative Finance, Engineering, Mathematics and Computer Science). CFA designation or progress towards one is preferred. Skills and Knowledge Demonstration of strong leadership skills and a track record of successfully navigating cross-functional investment initiatives. Deep understanding of quantitative portfolio construction techniques in a multi-asset class context, portfolio optimization and statistics. Strong analytical and architecture-oriented mindset, with the ability to decompose complex investment problems into creative, efficient, and scalable solutions. Strong analytical and technical mindset; ability to collaborate effectively with technology partners at an intricate level to deliver investment solutions. Strong programming and database skills e.g., R, Python, SQL. Familiarity with data visualization tools such as Spotfire or Tableau is a plus. Experience working with investment data. Familiarity with tools such as Morningstar Direct, FactSet is preferable. Real passion for financial markets and innovation. Other Personal Characteristics Detail orientated and the ability to work independently on multiple projects without close supervision. Operates effectively in a team environment, with a can-do attitude and optimistic spirit. Intellectual curiosity, creativity to develop solutions and ability to follow-through solutions to implementation. Our company operates with the highest fiduciary standards and expects everyone to conduct themselves with integrity, responsibility, compassion, and expertise. Location Boston, MA Fidelity Investments is an equal opportunity employer. Certifications: Category: Investment Professionals 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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: 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 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy