Research Analyst, Asset Allocation Research

Job Description:

The Department

With over $625 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation solutions for institutional and retail clients. The range of investment solutions includes target date funds, target allocation funds, income and real return strategies, managed volatility strategies, alternative investment, and custom institutional solutions.

The Team

The Asset Allocation Research Team (AART) consists of 12 members in Boston, Massachusetts under the leadership of the Managing Director of Research. The team leverages quantitative, qualitative, economic, and market insights to provide robust, research-based recommendations to investment teams across the Asset Management division of Fidelity Investments. With diverse backgrounds in economics, finance, political science, engineering and math disciplines, the primary focus of the research team is providing strategic and dynamic asset allocation insights for Fidelity Asset Management Solutions (FAMS) and Strategic Advisers (SAI). The team also produces thought leadership and broad asset-class positioning and insights to the broader Fidelity asset management community and to Fidelity's clients and distribution channels.

The Role

Reporting to the Managing Director of Research, the research analyst will work closely with analysts on the Asset Allocation Research Team and other colleagues to support day-to-day research needs. You will play a role in developing and communicating key conclusions to the investment staff. The position is located at the company's headquarters in Boston, Massachusetts.

Qualifications

• Experience applying fundamental economic and investment analytical tools to develop research insights across a wide variety of both macro and investment-related topics. This includes self-initiated independent work, as well as collaboration on team projects.

• Ability to translate analytical approaches into actionable asset allocation conclusions, with an emphasis on connecting empirical economics and multi-disciplinary tools to expected market outcomes.

• At least 7-8 years of direct investment experience, making decisions or recommendations for portfolios. Expertise in one or more fixed-income, equity, or commodities asset categories is preferable, as the role will include a focus on constructing frameworks for evaluating individual asset categories and connectivity to Fidelity's bottom-up research organizations.

• Demonstrated ability to think critically and across multiple dimensions, using technical skills and quantitative output to support meaningful conclusions.

• Experience providing updates, both written and verbal, that communicate key economic and financial-market trends and their investment implications. In this role, there will be regular interaction with multi-asset teams across Fidelity asset management and opportunity for thought-leadership activities for the distribution channels.

Skills / Knowledge

• Team player with excellent interpersonal and project management skills

• Outstanding written and verbal communications skills

• Ability and confidence to work effectively in both independent and group settings

• Strong intellectual curiosity and interest in global events, history, economics, and finance

• Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs

Values

The following values are fundamental to the way in which our company operates:

• Accountability

• Enthusiasm

• Integrity

• Teamwork

• Respect

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, 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.