Research Associate

Fidelity Boston , MA 02298

Posted 2 months ago

The Department

With more than $540 billion in assets under management, Fidelity's Global Asset Allocation division (GAA) is a leading provider of asset allocation solutions for retail and institutional clients. The range of investment solutions includes target date investing funds, active allocation strategies, managed accounts, financial planning frameworks and custom solutions.

Asset Allocation Research

The Asset Allocation Research Team (AART) consists of 13 members in Boston, Massachusetts under the leadership of the Managing Director of Research. This team aggregates, synthesizes and conducts asset allocation research on behalf of the division. This process is a critical input to GAA's investment performance.

The Position

Reporting to the Team Leader of Asset Allocation Research, the research associate will work closely with the research analysts on the Asset Allocation Research Team and the fixed income macro research team to support day-to-day research needs. You will take a leadership role in modeling the Chinese economy and communicating key conclusions to the investment staff. The position is located at the company's headquarters in Boston, Massachusetts.


  • Develop an in-depth map of the interactions in the Chinese economy: industrial activity, financial system, real estate, balance of payments, and exchange rate dynamics.

  • Work with other groups within Global Asset Allocation and across Fidelity to provide accurate and clean data and charts to the broader organization.

  • Provide regular updates, both written and verbal, that communicate key economic trends and their investment implications.

  • Assist with programming and automation of econometric models and Excel chart updates


  • Undergraduate degree in Economics.

  • Strong academic record or 2-4 years of meaningful work or internship experience

  • Strong fundamental understanding of economic data required

  • Experience with monetary economics preferred

  • Experience in econometrics (coursework or work related)

  • Excellent Excel and programming skills required

  • Validated interest/experience in conducting research projects

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

  • Capable of completing multiple tasks at a time with great organizational skills

  • Excellent written and verbal communication skills

  • Strong intellectual curiosity and strong personal and professional integrity

  • Dedication to building a career at Fidelity and within the Global Asset Allocation division

  • Interest in international trade, history and economics.


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

  • Accountability

  • Enthusiasm

  • Integrity

  • Teamwork

  • Respect

Fidelity Investments is an equal opportunity employer.

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

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