Fidelity Investments

Research Analyst, Asset Allocation Research

Fidelity Investments

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Fidelity Investments, where we believe in the power of research to drive informed investment decisions. As a Research Analyst for our Asset Allocation Research team, you will play a critical role in providing valuable insights and recommendations to our clients and internal teams. We are seeking a highly analytical and detail-oriented individual with a passion for financial markets and a strong understanding of asset allocation strategies. If you thrive in a fast-paced and collaborative environment, and have a strong desire to continuously learn and grow, then we want you on our team.

  1. Conduct in-depth research on various asset classes and provide insights and recommendations to clients and internal teams.
  2. Collaborate with other team members to develop and maintain asset allocation strategies for clients.
  3. Stay up-to-date on market trends, economic developments, and industry news to inform research and analysis.
  4. Use quantitative and qualitative methods to analyze data and identify investment opportunities.
  5. Prepare and present clear and concise reports and presentations to clients and internal stakeholders.
  6. Monitor and evaluate the performance of existing investments and make recommendations for adjustments as needed.
  7. Work closely with portfolio managers and other departments to ensure alignment of research and investment strategies.
  8. Continuously improve and refine research methodologies and processes.
  9. Maintain a strong understanding of Fidelity's products and services to effectively communicate with clients and promote our offerings.
  10. Cultivate relationships with external partners and industry experts to gather additional insights and perspectives.
  11. Adhere to industry regulations and compliance policies.
  12. Actively participate in team meetings, contribute ideas and insights, and collaborate on projects.
  13. Stay organized and manage multiple projects and priorities effectively.
  14. Demonstrate a strong commitment to learning and professional development.
  15. Uphold Fidelity's values and represent the company with professionalism and integrity.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Or Master's Degree In Finance, Economics, Or A Related Field.

  • 2-3 Years Of Experience In Asset Allocation Research Or A Related Role.

  • Strong Analytical Skills, Including Experience With Data Analysis And Financial Modeling.

  • Knowledge Of Financial Markets And Investment Strategies, Particularly In The Area Of Asset Allocation.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Convey Complex Information To Senior Management And Clients.

Required Skills
  • Market Research

  • statistical analysis

  • Financial Modeling

  • Quantitative Analysis

  • Data Mining

  • Investment Strategy

  • Portfolio Management

  • Risk assessment

  • economic forecasting

  • Asset allocation

  • Equity Research

  • Fixed

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Research Analyst, Asset Allocation Research in New York, NY, USA is between $77,000 and $110,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or organization the analyst is working for. Additionally, bonuses and other benefits may also be included in the compensation package.

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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