Search jobs > Boston, MA > Research analyst

Research Analyst, Asset Allocation Research

Fidelity Investments
Boston, MA, US
Full-time

Job Description

The Department

With over $625 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 Team

The 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 Role

Reporting to the Managing Director of Research, the research analyst will work closely with analysts on the Asset Allocation Research Team and other colleagues to support day-to-day research needs.

You will play a role in developing and communicating key conclusions to the investment staff. The position is located at the company’s headquarters in Boston, Massachusetts.

Qualifications

Experience applying fundamental economic and investment analytical tools to develop research insights across a wide variety of both macro and investment-related topics.

This includes self-initiated independent work, as well as collaboration on team projects.

  • Ability to translate analytical approaches into actionable asset allocation conclusions, with an emphasis on connecting empirical economics and multi-disciplinary tools to expected market outcomes.
  • At least 7-8 years of direct investment experience, making decisions or recommendations for portfolios. Expertise in one or more fixed-income, equity, or commodities asset categories is preferable, as the role will include a focus on constructing frameworks for evaluating individual asset categories and connectivity to Fidelity’s bottom-up research organizations.
  • Demonstrated ability to think critically and across multiple dimensions, using technical skills and quantitative output to support meaningful conclusions.
  • Experience providing updates, both written and verbal, that communicate key economic and financial-market trends and their investment implications.

In this role, there will be regular interaction with multi-asset teams across Fidelity asset management and opportunity for thought-leadership activities for the distribution channels.

Skills / Knowledge

  • Team player with excellent interpersonal and project management skills
  • Outstanding written and verbal communications skills
  • Ability and confidence to work effectively in both independent and group settings
  • Strong intellectual curiosity and interest in global events, history, economics, and finance
  • Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs

Values

The following values are fundamental to the way in which our company operates :

  • Accountability
  • Enthusiasm
  • Integrity
  • Teamwork
  • Respect

Certifications :

30+ days ago
Related jobs
Promoted
Fidelity TalentSource LLC
Boston, Massachusetts

Reporting to the Managing Director of Research, the research analyst will work closely with analysts on the Asset Allocation Research Team and other colleagues to support day-to-day research needs. With over $625 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a lea...

Promoted
Ivy Exec
Boston, Massachusetts

Accountant, Accounting Clerk, Accounts Payable Specialist, Accounts Payable Administrator, Accounts Payable Manager, Billing and Collections Analyst, Billing and Collections Coordinator, Billing and Collections Manager, Bookkeeper, Chief Financial Officer, Controller, Comptroller, Credit Analyst, Fi...

Fidelity Investments
Boston, Massachusetts

Reporting to the Managing Director of Research, the research analyst will work closely with analysts on the Asset Allocation Research Team and other colleagues to support day-to-day research needs. With over $625 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a lea...

Promoted
Ivy Exec
Boston, Massachusetts

Market research studies are paid engagements Ivy Exec conducts with clients to get feedback on certain topics. Event Managers, Event Directors, Event Specialists, Special Event Specialists, Event Management Specialists, Marketing Managers, Advertising Directors, Brand Managers, Marketing Coordinator...

Promoted
Fidelity Investments
Boston, Massachusetts

The Research Analyst will be responsible for developing research on credits in one or more sectors. They will work with managing director of research and the high income portfolio management team to provide fundamentally based investment recommendations and maintain and update written research repor...

Promoted
Ivy Exec
Boston, Massachusetts

Accountant, Accounting Clerk, Accounts Payable Specialist, Accounts Payable Administrator, Accounts Payable Manager, Billing and Collections Analyst, Billing and Collections Coordinator, Billing and Collections Manager, Bookkeeper, Chief Financial Officer, Controller, Comptroller, Credit Analyst, Fi...

Promoted
Beth Israel Lahey Health
Woburn, Massachusetts

Application Analyst Position will be one of the following: Ambulatory, Home Heath/Hospice, ASAP, Beacon, Beaker, Phoenix, Research, Radiant, Cupid, WIllow, Clin Doc, Op-Time, Orders, Stork, Bugsy, Anesthesia, Security SER,HIM, PB, HB, HBB, Cadence, Prelude, Nursing Applications, Physician Applicatio...

Fidelity Investments
Boston, Massachusetts

The Research Analyst will be responsible for developing research on credits in one or more sectors. They will work with managing director of research and the high income portfolio management team to provide fundamentally based investment recommendations and maintain and update written research repor...

THE BANK OF NEW YORK MELLON CORPORATION
Boston, Massachusetts

We’re seeking a future team member for the role of Healthcare (Biotechnology) Global Research Analyst to join our Investment Research team. Global Research Analyst - Healthcare. To actively contribute to the relevant internal Investment meetings, thematic research, ESG, the research recommended list...

MITRE
Bedford, Massachusetts

We are currently seeking a Cleared Operations Research Analyst to join the Cross-cutting Urgent Innovation Cell (CUIC), an organization that is unique to MITRE because: . A Senior Operations Research Analyst is needed who possesses a breadth of technical skills and strong programming capability. We ...