Quantitative Investment Analyst

Job Title

The Research and Development team within the Portfolio Engineering group is responsible for the research and development of investment methodologies that enable SAI to manage personalized client portfolios at scale. The team focuses on using quantitative portfolio construction methods to implement new investment ideas and capabilities in millions of client accounts, bridging product development, fundamental and quantitative research, investment management and technology. As SAI continues to grow and manage increasingly complex goals and portfolios, the Research and Development team will play a key role in improving and building the new portfolio construction methodologies, tools, workflows, and platforms that are needed.

Responsibilities

• Research, design and prototype the next generation of quantitative investment methodologies such as portfolio construction, optimization tuning, prediction modelling and quality metrics.
• Evolve the investment management process and workflow to create tax-smart client portfolios taking into consideration asset allocation, asset location & fund selection to deliver optimal portfolios for clients.
• Work with portfolio management, research and engineering to enhance the existing portfolio construction process for both single and multi-account investment solutions across multiple distribution channels.
• Partner with the investment architecture and business partners as a subject matter expert to guide requirements for future platform capabilities.
• Look for opportunities to improve investment management efficiency and effectiveness across Portfolio Engineering (e.g., scale, process, client outcomes)
• Evaluate emerging technologies and portfolio construction techniques with potential to improve investment outcomes.

Education and Experience

Skills and Knowledge :

Other

The base salary range for this position is $100,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Most 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.