Research Analyst

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Fidelity Investments
  • 07 Nov 17 2017-11-07

See job description for details

Evaluates, selects, and monitors a specific peer group of Fidelity and external funds. Contributes to the team's investment style and asset class research. Performs manager research to support buy/sell/hold recommendations on mutual funds and institutional strategies.

Primary Responsibilities :

  • Designs, creates, and uses quantitative models and frameworks to make asset allocation recommendations within an asset class.
  • Performs required analysis to identify promising funds, conduct thorough research, identify key performance drivers, and make appropriate recommendations to Portfolio Managers.
  • Conducts sub-advised and SMA due diligence; and mandates creation and ongoing monitoring.
  • Conducts asset class projects and thematic investment research.
  • Publishes monthly and quarterly performance, risk, and positioning reports for US equity funds.
  • Gathers critical data to monitor tactical and strategic positions held across the various asset allocation strategies.
  • Monitors the US small and large cap investment universe and conduct product screening in order to identify potential new investment opportunities.
Education and Experience :

Master's degree (or foreign education equivalent) in Finance, Accounting, Statistics, Business Administration, Mathematics, or a closely related field and two (2) years of experience in the job offered or two (2) years of experience performing manager and intra-asset class research within a fund-of-fund and institutional fund environment.

Skills and Knowledge :

Candidate must also possess:

  • Demonstrated Expertise ("DE") conducting cross-asset class and thematic investment research to support investment recommendations within a fund-of-fund environment).
  • DE analyzing institutional manager performance within a US equity large cap and small/mid-cap universe to identify and screen for potential fund candidates.
  • DE performing due diligence and performance analysis of portfolio managers within a US equity large-cap and small/mid-cap peer group, including qualitative analysis; leading meetings with portfolio managers to discuss portfolio strategy, investment philosophy, and investment process objectives; and performing quantitative analysis of mutual fund performance, risks, and holdings, using Bloomberg, FactSet, Stylus, Morningstar, and Style Research.
  • DE developing economic and financial models to forecast asset class returns; and conducting sensitivity analysis to test the impact of macro events on returns.