Senior Manager, Portfolio Strategist
About the position We are looking for investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build better portfolios. The role involves delivering value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction. You will synthesize the best of Fidelity's intellectual capital and incorporate thought leadership into portfolio construction, gaining a deep understanding of Fidelity's business cycle framework and asset allocation views from our Asset Allocation Research Team (AART). You will absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments. Additionally, you will distill investment and market insights and establish a sound grasp of Fidelity's investment approach through quarterly meetings with Fidelity's top portfolio managers. The role also requires collaboration with Portfolio Strategists, delivering on the needs of recurring clients, and completing ad hoc projects. You will communicate key findings and actionable guidance in a clear, concise, and inspiring manner, while being receptive to mentorship from leadership and team members. Responsibilities • Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction. • Synthesize Fidelity's intellectual capital and incorporate thought leadership into portfolio construction. • Gain a deep understanding of Fidelity's business cycle framework and asset allocation views from AART. • Absorb manager research and thought leadership from FIWA. • Champion advisor education on portfolio construction with alternative investments. • Distill investment and market insights through quarterly meetings with Fidelity's top portfolio managers. • Advance market commentary, asset class and sector strategy, and macro views from CMSG. • Collaborate with Portfolio Strategists and deliver on the needs of recurring clients. • Complete ad hoc projects. • Communicate key findings and actionable guidance clearly and concisely. • Be receptive to mentorship from leadership and team members. • Work alongside business partners in investment product & distribution, macro strategy, investment sales, custody & clearing relationship management. Requirements • 3+ years' relevant work experience. • Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles. • CFA charterholder or progression toward the CFA designation. • FINRA Series 7 & 63 licenses required within four months of joining. • Proven investment acumen with the ability to respectfully challenge others' investment views. • Solid understanding of the mutual fund and ETF landscape. • Dynamic problem solver capable of independently completing complex portfolio analyses. • Outstanding aptitude for tackling complex portfolio challenges with grace and persuasiveness. • Strong sales communication & writing skills, including translating complex quantitative investment analysis into actionable investment solutions. • Developer of positive relationships with select internal & external partners. Benefits • Comprehensive health care coverage and emotional well-being support. • Market-leading retirement. • Generous paid time off and parental leave. • Charitable giving employee match program. • Educational assistance including student loan repayment and tuition reimbursement. • Learning resources to develop your career. Apply tot his job