Portfolio Analyst

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Job description

Job Description:

The Position

Fidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will work closely with portfolio managers, traders, research analysts and investment operations professionals. The position requires a familiarity with fixed income investing, an interest in and knowledge of portfolio analysis and implementation techniques; entails significant technology engagement; demands effective communication and data management capabilities; requires attention to detail; and calls for an independent individual who will seek continuous improvement of investment processes and skills.

Primary Responsibilities

• Ensure that a large number of portfolios are structured appropriately relative to their benchmarks, strategies or risk objectives, as developed by portfolio management team.
• Ensure portfolio targets for cash, duration, and currency exposures are managed appropriately in accordance with Portfolio Managers.
• Analyze shareholder/client activity and work with Portfolio Managers on investment and divestment options.
• Create trade orders and ensure orders, trades, and portfolios are always in compliance.
• Develop a keen understanding of the team domain and share knowledge across teams.
• Work to improve, iterate and further automate existing end user applications and develop new end user tools.
• Perform analysis projects in conjunction with the portfolio managers and research staff to continuously refine and improve the investment methodology and associated policies.
• Streamline the investment process and reduce operational risk through measurement and reporting.
• Contribute to the implementation, launch, on-going management and improvement of investment strategies using scalable methodologies.
• Develop constructive relationships with research analysts, quantitative analysts, traders, and investment operations to support the investment process as the business scales.

Qualifications

In this role, you will actively contribute to all aspects of the investment process. In addition, the position requires:

• 3+ years of investment experience in the fixed income field, and knowledge of fixed income markets and securities.
• Experience performing investment analysis and understanding portfolio construction.
• Firm grasp of SQL and Python or other programming language(s).
• Ability to think creatively and initiate projects that lead to improved implementation of investment strategies.
• Willingness to contribute to all aspects of projects as investment and operational processes are developed and implemented.
• Ability to make decisions quickly, often with limited information and with high attention to detail.
• Ability to be flexible and ready to work through business challenges.
• Excellent communication and presentation skills; experience presenting sophisticated concepts and results to large audiences in an intuitive manner.
• Real passion for financial markets and the investment management process.

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 hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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 .

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 .

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