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Senior Research Analyst, Liquid Alternatives

Employer
Fidelity Investments
Location
Boston, Massachusetts (US)
Salary
Negotiable
Closing date
Mar 21, 2024

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Job Function
Portfolio Management: Equities, Trading, Wealth Management
Industry Sector
Asset Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Masters

Job Details

The Position

This is an investment role focusing on manager research in Liquid Alternative Investments (i.e. Hedge Fund like strategies).  Your responsibilities will include identifying the most compelling Liquid Alternative Investments strategies and influencing the investment decisions for our multi-manager “fund-of-funds.”  You will lead meetings with external portfolio managers to discuss their investment process and strategy objectives.  You will conduct detailed analysis of portfolio managers’ performance, risk and holdings using quantitative analytical tools such as Bloomberg, FactSet, MPI Stylus, Barra, Morningstar, and proprietary risk tools.  In doing so, you will rate strategies and communicate your recommendations to SAI portfolio managers through written reports, group presentations, and 1:1 meetings.   In addition to your manager research responsibilities, you will have a voice in the portfolio construction process and in asset class initiatives.  This is not a client facing role.

Qualifications

  • 5-10 years of investment experience with a track record of impactful investment decisions in Liquid Alternative Investments
  • Examples of relevant experience include conducting research on hedge fund strategies, trading derivatives or managing hedge fund strategies.
  • Passion for investing and a broad knowledge of global capital markets and derivatives.
  • Strong analytical and technical skills: proficiency in statistics and advanced use of spreadsheets and ability to analyze portfolios of derivatives.
  • Demonstrated initiative, independent-thinking and problem-solving skills
  • Communication and presentation skills – ability to work collaboratively and to discuss/debate complex issues in a clear, concise manner
  • A good teammate, collaborator and relationship builder who can also work independently.
  • Willingness and desire to travel to meet with external portfolio managers.
  • Masters degree, CFA or CAIA preferred

Company

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit www.fidelity.com.

Company info
Location
66 Beach Pont Place Apt 408
Dorchester
MA
02125
US

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