Fidelity Investments

Research Analyst, Asset Allocation Research

Fidelity Investments

Boston, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Fidelity Investments, we are committed to helping our clients achieve their financial goals through innovative research and investment strategies. As a Research Analyst for our Asset Allocation Research team, you will play a crucial role in identifying and analyzing market trends and opportunities to inform our investment decisions. We are seeking a highly analytical and detail-oriented individual with a passion for the financial industry and a strong understanding of asset allocation strategies. If you are driven, curious, and thrive in a fast-paced environment, this may be the perfect opportunity for you to join our dynamic team.

  1. Conduct in-depth research and analysis on market trends and investment opportunities to inform asset allocation decisions.
  2. Monitor and track performance of various asset classes and make recommendations for potential adjustments to investment strategies.
  3. Collaborate with team members to develop and implement innovative investment strategies.
  4. Stay updated on industry developments and regulatory changes to ensure compliance and inform investment decisions.
  5. Utilize analytical tools and models to evaluate risk and return potential for various investment options.
  6. Develop and maintain strong relationships with external investment managers and vendors.
  7. Prepare and present reports and presentations to senior management and clients on investment strategies and performance.
  8. Assist in creating and maintaining investment guidelines and policies.
  9. Continuously monitor and evaluate the effectiveness of investment strategies and make recommendations for improvements.
  10. Participate in team meetings and contribute ideas to enhance research processes and strategies.
  11. Collaborate with other departments, such as sales and marketing, to support client-facing initiatives.
  12. Maintain a high level of professionalism and adhere to company values and ethical standards.
  13. Stay updated on industry best practices and technologies to improve research capabilities and processes.
  14. Act as a subject matter expert and provide guidance and support to junior team members.
  15. Handle any other duties and responsibilities as assigned by the team leader or management.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • 2-3 Years Of Experience In Investment Research Or Asset Allocation At A Financial Institution Or Investment Firm

  • Strong Analytical Skills, With The Ability To Interpret And Evaluate Complex Financial Data

  • Proficiency In Financial Modeling And Statistical Analysis Software, Such As Bloomberg Or Factset

  • Knowledge Of Various Asset Classes And Investment Strategies, Including Equity, Fixed Income, And Alternative Investments.

Required Skills
  • Data Analysis

  • Market Research

  • Financial Modeling

  • Quantitative Analysis

  • Portfolio Management

  • Risk assessment

  • Asset allocation

  • Performance evaluation

  • Statistical

  • Investment Strategies

  • Industry Knowledge

  • Economic Trends

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Research Analyst, Asset Allocation Research in Boston, MA, USA is between $60,000 and $85,000 per year. This can vary depending on the specific company, experience level, and other factors.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 30th, 2024
Apply BeforeMay 22nd, 2025
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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