Job Description:
The Role
The FI Organization is seeking an Investment Analyst with proven subject matter expertise in capital markets, multiple asset classes, and the competitive landscape. The analyst is responsible to enable our field investment strategists’ and should therefore be able to clearly articulate Fidelity’s POV and how it could translate into portfolio positioning. The analyst will work alongside our desk wholesalers to generate strong sales lift from our clients and prospects. Lastly, the candidate will collaborate with asset & product management resources to influence our product roadmap, develop messaging, and core content to support the asset class.
The Expertise and Skills You Bring
Bachelor's degree required. MBA or equivalent graduate degree a plus.
CFA, or progress towards, preferred
5+ years of sales or product experience preferably some in multiple asset classes
Series 7 and 63 licenses required upon hire
Expertise with various market, competitor, and client research techniques and industry data sources (FactSet, Morningstar) used to advise strategic decisions
Maintains excellent communication, presentation and interpersonal skills
Ability to influence decisions and direction across FI and in intercompany relationships
Must have in depth knowledge of Fidelity and/or competitive products
Excellent time management and organizational skills are critical to success
Proven ability to successfully build and manage relationships with Advisors
Demonstrated ability to implement and apply needs-based selling techniques and strategies
Track record of successful client interaction and follow-up are required
Ability to build internal partnerships and relationships in a team environment
Act as our headquarters-based SME on capital markets to work alongside specialist and sales team on client pitches, product positioning and sales campaigns
Taking part in the creation of core content for prospecting clients, providing business development support for generating new business, and materials for on-going client reviews in a compliant manner
Build and maintain strong knowledge of current economic and market conditions through monitoring of financial industry media. As an Investment analyst, the individual should be able to offer actionable insight and information on markets in order to establish oneself as a valued resource
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
Certifications:
Category:
Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.