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Fanning Personnel
Boston, MA, United States
Conduct in-depth credit analysis for a given universe with limited supervision Develop credit opinions and relative value assessments in collaboration with the team Synthesize and assess relevant industry, market data, and other factors Provide investment recommendations taking into account risk and return potential Build and maintain financial mod
Job Source: Fanning PersonnelFidelity Investments
Boston, MA, United States
Job Description: The Role: Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.PAG is looking for a top-tier Portfolio Analytics and/or Data Analytics professional who can lead it's Liquid Alts Analytics processes. These operations are critical to Fidelity's Liquid Alts offe
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Boston, MA, United States
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Job Description: The Role We are seeking a VP, Systematic Liquid Alternatives Portfolio Construction Technology to join our Quantitative Research & Investments Technology (QRIT) team. This role will be responsible for designing and developing new systematic portfolio construction / implementation applications and technologies for liquid alternative
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Job Source: Jones Lang LaSalle IncorporatedMassachusetts Health Policy Commission
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Job Source: Massachusetts Nonprofit NetworkBoston, MA, United States
Senior Research Analyst, Liquid Alternatives page is loaded Senior Research Analyst, Liquid Alternatives Apply locations Boston, MA time type Full time posted on Posted 3 Days Ago job requisition id 2088848 Job Description: The Department
Strategic Advisers, LLC (SAI) 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, SAI 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 $750 billion in assets under management in a blend of Fidelity and third-party investment vehicles, the SA team of investment professionals constructs and manages asset allocation portfolios for over 3,000,000 customer accounts.
Fundamental Research
SAI’s Fundamental Research team consists of 29 Analysts and Associates organized by asset class teams of US Equity, International Equity, Fixed Income, and Alternatives. The team actively researches a broad universe of investment strategies including institutional mandates, mutual funds, and ETFs in which we invest on behalf of our clients to achieve their investment objectives.
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
6+ years of investment experience with a track record of impactful investment decisions in Liquid Alternative Investments
Manager research experience with primary focus on Hedge Funds and Liquid Alts strategies
Strong quantitative and analytical skills, proficiency in statistics and advanced use of spreadsheets – Coding skills a plus; creative with data sourcing and handling
Working knowledge of derivatives (options and futures)
Demonstrated intellectual curiosity, initiative, independent-thinking and problem-solving skills
Passion for investing and a broad knowledge of capital markets
Strong communication and presentation skills – ability to discuss/debate complex issues in a clear, concise manner
Collaborative attitude, comfortable giving and receiving feedback
Willingness and desire to travel to meet with external portfolio managers.
Advanced degree, CFA or CAIA preferred
Location
Boston, Massachusetts
Certifications: Category: Investment Professionals Fidelity’s working model 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).
About Us At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:
For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact [email protected]
For roles based in Germany: Contact A [email protected]
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Email Alert for Senior Research Analyst, Liquid Alternatives jobs in Boston, MA, United States
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