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<h3>Job Description:</h3>The RoleIn this role, you will ensure the successful implementation and ongoing performance of the Quantitative Research Platform. You will lead the effort to drive adoption of quantitative platform technologies within the Quantitative Research &amp; Investments (QRI) division at Fidelity. You will collaborate with research teams across all asset classes, technologists within the Quantitative Research &amp; Investment (QRI-T) group, and the platform’s product owners. Your responsibilities will include inspiring change and enabling scalability for researchers, crafting custom solutions when necessary, supplying client intelligence to product owners, representing client interest in internal discussions, and providing strategic guidance to partners and management.The Value You DeliverYou will have the opportunity to deliver value at a wide range of levels, from technical to strategic, including:<ul><li>Addressing daily platform and data queries, advancing issues, and ensuring resolution for a phenomenal client experience.</li><li>Educating clients on platform functionality, and suggesting novel ways to use it which saves clients time and leverages existing features to avoid unnecessary customization.</li><li>When necessary, developing custom solutions in Python and SQL to meet client requirements not currently covered by the platform.</li><li>Coaching clients on the standard processes to use the platform, including how to build modular code, how to structure models to take advantage of shared componentry and data, and what tools can be used to meet production standards.</li><li>Finding opportunities for automation in existing client workflows, developing user requirements around them, and shepherding them through the product management process.</li><li>Raising defects in the platform to the product owner group and communicating timelines and remediation strategies to clients to ensure a good experience.</li><li>Assisting Product Owners in developing roadmaps, refining requirements from clients, architecting new features, and prioritizing work items.</li><li>Formalizing the client success lifecycle by designing and implementing support and client engagement metrics.</li><li>Agreeing adoption paths with each research team and shepherding their progress, alerting partners to deviations and holding research teams accountable for using solutions built for them.</li><li>Providing readouts to management with updates on platform adoption and strategy.</li></ul>The Skills You Bring<ul><li>Technical understanding of quantitative research and the production lifecycle, including signal research, optimization, backtesting, and portfolio construction, with deep understanding of the design and implementation of quant platform tools.</li><li>Experience building and using modern quant research platforms to conduct research, manipulate large and sophisticated datasets, and produce models for research and production.</li><li>Deep data domain experience with “core” quant datasets including security reference data, prices, fundamentals, and index data, as well as data-related processes including mastering and transformation.</li><li>Experience in a client-facing, technical product management role, collecting and shaping user requirements and leading the client relationship.</li><li>Highly analytical with the ability to quickly comprehend sophisticated data and process workflows, identify enhancements and optimizations for those processes.</li><li>Strong operations and process driven approach with exceptional attention to detail.</li><li>Implement strategic solutions to achieve QRI’s long-term objectives, while adopting tactical approaches as needed, effectively negotiating with counterparts, fostering accountability, and simplifying sophisticated concepts for clear understanding. Skilled at communicating concisely and strategically with senior management and other partners while simultaneously being able to drill into details to evaluate technical solutions.</li><li>Strong hands-on quant research, data and infrastructure skills including model management and data quality.</li><li>Excellent written and verbal communication skills; experience working with both technical and investment teams.</li></ul>Education and Experience<ul><li>10+ years of relevant work experience in the financial industry</li><li>Advanced degree or equivalent experience in Engineering, Computer Science, or a closely related field is encouraged.</li><li>Experience at a leading quant asset manager or hedge fund using a quant research platform in your daily responsibilities.</li><li>Fluency with both equity and fixed income quantitative strategies.</li><li>Demonstrable success supporting quant researchers in a technical capacity, guiding their technical designs, and shaping their model implementations.</li><li>Proven track record of delivering solutions in sophisticated data environments and associated technology and analytics infrastructure needed to support these environments.</li><li>A proven ability to partner with quantitative researchers, database engineers, investment services, and portfolio managers.</li><li>Experienced leader with strong interpersonal, communication, organization and client management skills.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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 every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Vice President, Quantitative Platform

<h3>Job Description:</h3>The RoleWe are seeking a Crypto Research Analyst to join the Fidelity Digital Asset Management business and report directly to the Head of Investments. This team of multi-disciplinary research analysts will be focused on developing frameworks for the evaluation of tokens, and the associated blockchain and protocols, that form the basis of the rapidly evolving blockchain economy. The Analyst will initially be focused on expanding our sector coverage into DePIN and other blockchain infrastructure.One of the primary objectives of this team is to bring the rigor and discipline found in the best investment research teams in traditional asset management to the world of digital assets. Members of this team must have a track record of conducting high quality hands-on investment-oriented research coupled with a demonstrated knowledge of crypto and ability to apply critical thinking to evaluating utility of blockchain networks and associated protocols. The Research team’s output will enable the development of passive and active investment products that allow Fidelity’s customers to gain exposure to growth in this exciting new asset class.The Value You DeliverThe Crypto Research Analyst will have three main deliverables:· Fundamental analysis and tools: Crafting “investment memos” covering technical characteristics, security, and value-accrual. Monitoring previous reviews and building tools to assess utility and risk.· Product development: Active participant in an investment forum to discuss and debate asset selection views and organize materials for product development insights.· Thought leadership: Engaging with strategists on framing and content for thought leadership, education and pitchbooksEducation and Experience· 3+ years of relevant work experience in an investment research function, with some direct experience in crypto research· Advanced degree in Finance, Statistics, Applied Mathematics, or a closely related field is encouraged· Demonstrated experience writing professional research reports within crypto highlighting trade-offs of various blockchains or protocols/applications· Direct experience within an asset manager or venture capital preferredThe Skills You Bring· Deep understanding of the current state of various blockchain or protocol projects and development roadmap· Familiarity with asset value-accrual mechanisms and protocol features (smart contracts, oracles)· Strong hands-on research capabilities and an ability to communicate research to a broad audience.· Collaborative, creative and team-oriented approach to R&amp;D, investing and technology. Ability to work across teams whose skill sets span blockchain, fundamental and quant research, data-science and technology.· Familiarity with modern technology and programming platforms. E.g., Python, SQL, Solidity and cloud-oriented data technology (AWS, Azure, S3, Snowflake)The base salary range for this position is $90,000 - $150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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 every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Crypto Research Analyst

<h3>Job Description:</h3>The RoleYou are a seasoned scientist with a deep understanding of GenAI, and a burning desire to unlock its mysteries in the context of a professional domain such as finance. You are excited about this once-in-a-lifetime opportunity to completely rethink the foundations of your discipline (Computer Science, AI, Finance) around an epoch-defining new technology (in this case, GenAI). You are at home in an applied technical group conceiving of, building and delivering first-of-a-kind knowledge-based applications. You have excellent collaboration skills and revel in working as part of a team to solve deep applied problems.You will have:<ul><li>You have a PhD or Master's in AI/ML, Computer Science or Finance (with a background in Machine learning), with 7 plus years of industrial experience.</li><li>An understanding of how state-of-the-art LLMs can be induced to use explicitly supplied structured and unstructured information, their implicit world knowledge and their slow-thinking abilities to solve domain-specific problems (such as extraction, evaluation and comparison or argument structure in investing domains).</li><li>A grasp of logic- and ML-based AI techniques for knowledge extraction, representation and reasoning. Expertise in combining symbolic, logic-based representations (e.g. knowledge graphs, ontologies) with informal, text-based domain content to solve business problems</li><li>An understanding of how to deliver into production GenAI applications that can reliably process information in open-ended settings, e.g. by playing off state-of-the-art LLMs (from OpenAI, Google, Anthropic) against each other.</li><li>A track record of managing the "exploration vs exploitation" tradeoff to deliver innovative solutions for first-of-a-kind problems.</li><li>Deep expertise in Python, data-centric AI (ML) techniques, particularly as applied to text, tables, documents. Excellent knowledge of standard tools of the trade for machine learning engineers.</li></ul>The TeamWe are developing a Large Language Model (LLM)-first knowledge stack for investment professionals in Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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 every other week (all business days, M-F) in a Fidelity office.

Principal GenAI Engineer (Asset Management Technology)

<h3>Job Description:</h3>The RoleYou are a seasoned scientist with a deep understanding of GenAI, and a burning desire to unlock its mysteries in the context of a professional domain such as finance. You are excited about this once-in-a-lifetime opportunity to completely rethink the foundations of your discipline (Computer Science, AI, Finance) around an epoch-defining new technology (in this case, GenAI). You are at home in an applied technical group conceiving of, building and delivering first-of-a-kind knowledge-based applications. You have excellent collaboration skills and revel in working as part of a team to solve deep applied problems.You will have:<ul><li>You have a PhD or Master's in AI/ML, Computer Science or Finance (with a background in Machine learning), with five years plus of industrial experience.</li><li>An understanding of how state-of-the-art LLMs can be induced to use explicitly supplied structured and unstructured information, their implicit world knowledge and their slow-thinking abilities to solve domain-specific problems (such as extraction, evaluation and comparison or argument structure in investing domains).</li><li>A grasp of logic- and ML-based AI techniques for knowledge extraction, representation and reasoning. Expertise in combining symbolic, logic-based representations (e.g. knowledge graphs, ontologies) with informal, text-based domain content to solve business problems</li><li>An understanding of how to deliver into production GenAI applications that can reliably process information in open-ended settings, e.g. by playing off state-of-the-art LLMs (from OpenAI, Google, Anthropic) against each other.</li><li>A track record of managing the "exploration vs exploitation" tradeoff to deliver innovative solutions for first-of-a-kind problems.</li><li>Deep expertise in Python, data-centric AI (ML) techniques, particularly as applied to text, tables, documents. Excellent knowledge of standard tools of the trade for machine learning engineers.</li></ul>The TeamWe are developing a Large Language Model (LLM)-first knowledge stack for investment professionals in Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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 every other week (all business days, M-F) in a Fidelity office.

Vice President, GenAI Technologies

<h3>Job Description:</h3>The DepartmentWith over $800 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 TeamThe 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 RoleReporting to the Managing Director of Asset Allocation Research, the research analyst will be a primary contributor to AART’s cyclical macro research that produces active asset allocation recommendations. An important responsibility is running AART’s core U.S. business cycle models. A strong knowledge of econometrics, business cycle economics, and leading indicators is essential. Familiarity with multi-asset investing and financial market analysis is valued. The position is located at the company’s headquarters in Boston, Massachusetts.Qualifications<ul><li>Demonstrated understanding of economics, including relevant degrees (M.S. in Economics, CBE preferred) and at least five years of applied experience using analytical tools to develop economic, financial, or investment conclusions.</li><li>Deep understanding of cyclical economic drivers, and an ability to use econometrics, quantitative techniques, and other technical skills to support analysis and produce repeatable outcomes with meaningful conclusions.</li><li>Demonstrated ability to think critically and across multiple dimensions.</li><li>Ability to translate analytical approaches into clear conclusions and connect them to asset-allocation views and investment recommendations.</li><li>Demonstrated ability to conduct both independent work and collaborate across teams.</li><li>Experience providing updates, both written and verbal, that communicate research conclusions.</li></ul>Skills / Knowledge<ul><li>Ability and confidence to work effectively in both independent and group settings.</li><li>Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs.</li><li>Outstanding written and verbal communications skills.</li><li>Team player with excellent interpersonal skills and a proactive work ethic.</li><li>Strong intellectual curiosity and interest in global events, history, economics, and finance.</li></ul>ValuesThe following values are fundamental to the way in which our company operates:<ul><li>Accountability </li><li>Enthusiasm</li><li>Integrity</li><li>Teamwork </li><li>Respect</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’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 every other week (all business days, M-F) in a Fidelity office.

Macro Business Cycle Analyst, Asset Allocation Research Team

<h3>Job Description:</h3>The DepartmentStrategic 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 over $1 trillion 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 close to 3.5 million customer accounts.Quantitative ResearchSAI’s Quantitative Research analysts work on investment teams across the organization that focus on specific asset classes, products, central quantitative initiatives, and/or risk. The team consists of ~20 analysts located in Boston, Dublin, and Denver and partners with the broader SAI investment teams to deliver superior risk-adjusted performance for the wide range of investment offerings managed by SAI. The team’s work includes risk modeling, portfolio construction analysis, the creation of smart beta libraries/alpha models, investment strategy methodology, and implementation support.The PositionYou will conduct research as a team leader in the Strategic Advisers Quantitative Research team. You will contribute to the investment team’s successes by a combination of leadership, mentoring, and conducting thorough analyses that are based on solid quantitative methods.Your primary area of focus will be on taxable investment research and methodology, particularly on portfolio construction and optimization in support of our developing unified managed accounts program. This work will also include support of asset class research teams and will involve prioritizing and coordinating efforts among a small, cross-disciplinary team of quantitative analysts.You should enjoy working within a team environment and are expected to offer strong communication, programming, and analytical skills. You should be able to translate portfolio management requirements into quantitative projects and present the results in an investment-oriented and intuitive way.Given SAI’s rapidly growing business, this role will evolve dynamically and requires an ambitious spirit. You will work at Fidelity’s headquarters in Boston, Massachusetts and will report to the managing director of quantitative research.ResponsibilitiesWork within the Quantitative Research team to improve risk-adjusted performance and to help our clients to achieve their investment goals. Areas of potential specialization include the following:<ul><li>Investment Research – Guide, develop, and execute research as a member of our investment team, including exposure, risk, and portfolio analyses for asset class research</li><li>Methodology and Implementation – Develop and apply methods that help bring our investment principles and research to our implementation platform, particularly involving tax-aware investing and portfolio construction</li><li>Leadership – Provide leadership in methodology, analysis, and project delivery</li><li>Mentorship – Guide, mentor, and potentially manage investment professionals. Help to cultivate an environment that encourages inclusivity, innovation, and cross-team collaboration</li><li>Communication - Be able to clearly communicate and rationalize specific recommendations</li><li>Collaboration - Partner with the broader investment, portfolio engineering, and technology team to enhance our investment framework for managed account clients.</li></ul>Skills/Knowledge<ul><li>Strong communication and presentation skills</li><li>Experience with taxable managed accounts and portfolio optimization, direct indexing, and financial planning</li><li>Experience connecting portfolio construction with asset class research</li><li>Deep knowledge of quantitative modeling, portfolio construction, optimization, and factor allocation across asset classes</li><li>Experience managing projects, interns, and associates will be an advantage</li><li>Very solid programming and database skills, e.g., R, Python, SQL</li><li>Knowledge of capital markets dynamics</li><li>Strong interpersonal skills and a real passion for working in a team environment</li></ul>Qualifications<ul><li>10+ years of experience in quantitative investment research particularly in managed accounts, taxable research, and portfolio construction</li><li>Demonstrated experience leading and mentoring investment professionals</li><li>Advanced degree in a related field (Finance, Engineering, Mathematics, Operations Research, Computer science or related field)</li><li>CFA is a plus</li></ul>ValuesThe following values are considered to be fundamental to the way in which our company operates:<ul><li>Teamwork</li><li>Intellectual curiosity</li><li>Accountability</li><li>Enthusiasm</li></ul>Keywords: tax-smart investing, tax-aware investing, tax-sensitive investing, tax loss harvesting, asset location, multi-account, goals-based wealth management, SMA, optimization, operations research, portfolio engineering<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’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 every other week (all business days, M-F) in a Fidelity office.

Manager, Quantitative Research

<h3>Job Description:</h3>The Role The Fidelity Private Shares team is growing and looking for a Sales Development Representative. The Team is focused on supporting the innovation economy through a robust equity administration platform. We offer solutions and capabilities that support companies, their employees, and community stakeholders during the entire corporate lifecycle. This role will be focused on supporting the growth and expansion of our business that services private companies and the start-up community. We are looking for a talented individual that will be primarily responsible for prospecting and pursuing in-bound and outbound leads of prospective new capitalization table clients. Working in a team-based atmosphere, you will be responsible for identifying prospective leads in the venture capital ecosystem and prospecting venture-backed startups through thoughtful outreach. Primary responsibilities include:<ul><li>Conduct high-volume prospecting to qualify leads through calls, emails, and social media</li><li>Generate new business opportunities by setting up meetings/demos for Account Executives</li><li>Achieve monthly quotes on meetings/demos/qualified opportunities scheduled</li><li>Maintain accurate and up-to-date records of all sales activities in the CRM </li><li>Collaborate with marketing to execute targeted campaigns and follow up on generated leads</li></ul>The Expertise We’re Looking for and The Skills You Bring <ul><li>Bachelor's Degree </li><li>1-2 years of experience in sales or customer-facing roles; Prior SaaS Sales or financial services experience a plus</li><li>Goal-oriented with a track record of meeting or exceeding targets</li><li>Ability to work independently and as part of a team</li><li>Strong communication and interpersonal skills</li><li>Proficient in using CRM software and Microsoft Office</li><li>Knowledge of the industry and market trends a plus </li></ul>The Team Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. We have been a leader in servicing public companies for their equity administration needs for two decades have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.The base salary range for this position is $71,000-$120,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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 every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Sales Support

Sales Development Representative, Private Market

<h3>Job Description:</h3>As part of the Quantitative Research &amp; Investments (QRI) Division at Fidelity Investments, the Risk Analyst will work within a team of risk professionals that supports Fidelity’s managed accounts business, Strategic Advisers (SAI). The Risk Analyst will partner with the SAI investment team to deliver superior risk‐adjusted performance for the wide range of multi-asset class investment solutions that SAI provides its clients.Given the rapidly growing business, this position will evolve dynamically and requires an entrepreneurial spirit.ResponsibilitiesAs a Risk Analyst, you will partner with SAI’s investment team to manage the market risk of our multi-asset class products. You will be responsible for monitoring and communicating the key sources of portfolio risk and performance to the portfolio manager and chief investment officer. You will leverage your expertise in risk modeling to uncover tail risks or hidden correlations across asset classes and will incorporate your knowledge of global macro, market trends, and geopolitical events in your analysis to offer portfolio construction recommendations.Specific responsibilities include:<ul><li>Partner with SAI’s Asset Allocation and Equity portfolio managers to manage portfolio risk and assist in portfolio construction</li><li>Develop stress tests and scenarios that estimate portfolio sensitivities to extreme events</li><li>Model risk of asset classes outside of core equity and fixed income (i.e. alternatives, private investments, and derivatives)</li><li>Respond to ad-hoc senior management and portfolio manager requests from across SAI</li><li>Evaluate SAI’s risk models, user interfaces, and processes to ensure the risk management team continuously delivers high quality results</li><li>Collaborate with our colleagues in QRI and Data Operations to further develop Fidelity’s enterprise risk system</li></ul>The Risk Analyst will work at the company’s headquarters in Boston, Massachusetts and will report to the Risk Management Team Lead.Qualifications<ul><li>3-7 years related experience in risk management at an asset manager or risk systems vendor</li><li>MBA/MS in relevant field (Finance, Engineering, Mathematics, etc.)</li><li>CFA/FRM a plus</li><li>Varied experience in investment risk management</li></ul>Skills/Knowledge<ul><li>Strong communication skills, in particular in regards to translating complex quantitative analysis into relevant and applicable investment research</li><li>Knowledge of investment risk management best practices and systems; Axioma, Barra, Bloomberg, FactSet, RiskMetrics etc.</li><li>Strong ability to think critically and proven record for investment risk management</li><li>Multi-asset class knowledge</li><li>R, SQL, Python skills preferred</li></ul>ValuesThe following values are considered to be fundamental to the way in which our company operates:<ul><li>Accountability</li><li>Enthusiasm</li><li>Integrity</li><li>Teamwork</li><li>Respect</li></ul>LocationBoston, MA<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Fidelity’s working model</a> 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).

Risk Analyst

<h3>Job Description:</h3>Director, SAI Platform ManagementThe RoleThe Director of Platform Management will work closely with the Strategic Advisers investment management functions (research, portfolio management and trading) along with Operations, Data and Technology teams supporting and leading a range of projects with diverse scope and complexity. In this dynamic role, this individual will help grow and scale our IDS (Investment Decision Solutions) platforms within Strategic Advisers.To be successful, candidates must have an ability to articulate business requirements, analyze and review systems and architectural designs, track all aspects of a multi-month initiative and communicate effectively with many levels across Strategic Advisers and within Fidelity Asset Management.Primary Responsibilities<ul><li>Build and maintain strong relationships with key business partners and act as an advocate for Strategic Advisers</li><li>Collaborate with technology partners and key stakeholders to define the infrastructure vision, roadmap, and prioritization needs across Strategic Advisers</li><li>Own and drive key initiatives from business requirements, systems analysis, architectural design, development, testing and implementation.</li><li>Be a driver for change and innovation in product and systems design sessions; challenge the status quo.</li><li>Ensure Strategic Advisers operational readiness, coordinate cross-project activities and provide support related to processes and infrastructure.</li></ul>The Expertise and Skills You Bring<ul><li>10+ years relevant working experience preferably within Finance/Investment Management.</li><li>Bachelor’s degree required.</li><li>Broad-based Fidelity experience; experience with systems development projects, business analysis and systems analysis</li><li>Work across organizational boundaries and effectively collaborate to achieve business results in a complex and fast paced environment.</li><li>Robust data querying skills using SQL and experience using data visualization tools such as Tableau and Power BI</li><li>Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations.</li><li>Strong project management skills; experience managing complex projects with multiple business partners.</li><li>History of successfully leading key initiatives to completion; translating strategies into specific goals, action plans and deliverables</li><li>A leader with strong interpersonal, communication, and negotiation skills</li><li>Analytical mindset with the ability to understand complex systems and business requirements.</li><li>Ability to identify key risks and bring them to resolution.</li><li>Demonstrate a proactive approach to growing your skills and building your product knowledge.</li><li>Identify process improvement opportunities and lead implementation efforts as appropriate.</li><li>Strong team orientation; commitment to excellence; attention to detail; self-driven</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Values You Deliver<ul><li>Partner with multiple areas of Strategic Advisers’ including PM, Research, Operations and Technology to ensure the required business needs to support and minimize risk are implemented and met.</li><li>Lead all program management /technology efforts on behalf of the Platform team.</li><li>Develop management reporting, including key performance indicators (KPIs) to increase visibility into the performance and needs of the Operations and Investment teams.</li><li>Foster a culture that encourages and rewards proactivity, accountability, and excellence.</li><li>Communicate with business partners to ensure the appropriate solutions are implemented.</li><li>Demonstrate a proactive approach to growing your skills and building your product knowledge.</li></ul>Strategic AdvisersThrough Fidelity’s mission to deliver the best client experience in the financial services industry – Strategic Advisers (SAI) aims to bring simplicity to clients’ complex needs through personalized, scalable solutions. SAI is the end-to-end investment management team for Fidelity’s managed accounts business, providing scalable, personalized investment solutions for Fidelity’s clients across the Personal Investing, Workplace Investing, and Fidelity Institutional channels. SAI is a rapidly growing organization, currently managing over $700B in assets across 2.2M client accounts.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’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 every other week (all business days, M-F) in a Fidelity office.

Director, Platform Management

<h3>Job Description:</h3><h3>The Role</h3>The Vice President, Financial and Trust Planning Lead is responsible for:<ul><li>The creation and delivery of timely thought leadership on topics of interest to Wealth clients, with particular focus on financial, tax, trust &amp; estate planning.</li><li>Work within team and across Fidelity to develop and deliver content in written format, large scale webinars, through social media, or via public relations.</li><li>Partnering with Marketing and Social teams to enhance Fidelity’s Wealth presence and build brand in the marketplace through advanced wealth topics.</li><li>Driving Advanced Wealth Planning solutions and experience.</li><li>Developing planning 'plays' that are coordinated across Financial Solutions team, and Wealth Management Experience team (product and service bundles), working with Financial Planning &amp; Advice Services team to ensure integration with planning tools, driving for digitization and automation.</li><li>Working with Learning &amp; Development organization to educate and propagate such planning plays with advisors for presentation to clients and prospects.</li><li>Driving trust solutions by educating current advisors and clients on trust strategies and implementation alternatives and seeking opportunities to reach new advisors and clients..</li></ul><h3>Individual Trustee Business</h3><ul><li>Analyze trust registration business for future opportunities.</li><li>Develop strategies for advisors to engage individual trustees on intergenerational wealth transfer.</li></ul><h3>Corporate Trustee Business</h3><ul><li>Develop strategies to engage advisors on driving proprietary solutions through Fidelity Personal Trust Company.</li><li>Develop strategies to engage advisors on referrals to FI business partners for bifurcated trust strategies where Strategic Advisors can act as investment manager.</li><li>Identify gaps in our wealth products and services and ideating on the insourcing or outsourcing of solutions as appropriate.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Any of the following designations: CPA, JD, M.T., LLM in taxation, CFA or CFP preferred.</li><li>13 + years experience in income tax planning, succession planning, or trusts and estate planning within a public accounting, law practice, or wealth management industry environment.</li><li>FINRA Series 7, 66 preferred upfront or obtained within 90-days of hire.</li><li>FINRA Series 24 preferred upfront or obtained within 1-year of hire.</li><li>Retirement, financial, investment, insurance, estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required).</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus.</li><li>Communicates complex subjects clearly and effectively.</li><li>Ability to work independently and with cross-functional teams.</li><li>Effectively coaches, develops, and utilizes team members.</li><li>Thrives in a team environment to commercialize an exceptional planning experience</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency.</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes.</li><li>Ability to do occasional national quarterly overnight travel.</li></ul><h3>The Team</h3>The Advanced Wealth Services team is a key part of the Wealth Solutions domain and sits more broadly within Fidelity’s Wealth business unit. The team is passionate about wealth management and advanced planning topics for all prospects and clients and focuses on a coordinated set of solutions, to drive greater financial wellness. Its work focuses on helping clients navigate the intersection of financial, investment, tax, trust and estate planning and the complexities and tradeoffs that arise when trying to optimize across these disciplines.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 66 - FINRA<h3>Category:</h3>Program/Project ManagementFidelity’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 every other week (all business days, M-F) in a Fidelity office.

70 Project Management / Professional Services Jobs in Massachusetts