ProvidenceRecruiter Since 2001
the smart solution for Providence jobs

Director, Investment Analysis - 2055127

Company: Fidelity Investments
Location: Smithfield, RI
Posted on: May 27, 2022

Job Description:

Leads quantitative research efforts for financial planning and analyzes the intersection between economics and financial markets across a wide class of asset classes -- equities, fixed income, and credit. Develops and enhances the technical infrastructure of investment management tools. Improves reporting capabilities associated with data insights/analytics gathered from portfolio solutions, using SQL, R, Python, VB, and VBA to support strategy for organizing, governing, analyzing, and deploying information assets as a competitive advantage.

Primary Responsibilities:

Leads quantitative research efforts for portfolio construction and insights.

Develops or applies mathematical or statistical theory and methods to collect, organize, interpret, and summarize numerical data to provide usable information.

Generates ideas for investment through innovation and improvements with a key focus on portfolio solutions.

Analyzes customer and stakeholders business needs and assists in building solutions that support business goals by translating output statistics into meaningful information.

Performs industry analysis, quantitative research, and back tests for asset classes and products.

Enhances data insights gathered through portfolio construction services to deliver actionable recommendations.

Carries performance and risk modeling, portfolio construction, and factor calculations.

Responds to ad-hoc data analysis requests in support of projects performed by members of the team in addition to frequent high priority inquiries from senior management.

Enhances the technical infrastructure of investment management tools, improving reporting capabilities associated with data insights and analytics gathered from portfolio solutions.

Improves reporting capabilities associated with data insights/analytics gathered from portfolio solutions.

Develops new processes, performs calculations, and identifies anomalies.

Produces new reporting capabilities.

Education and Experience:

Masters degree (or foreign education equivalent) in Applied Mathematics, Statistics, Economics, Computational Finance, Computer Science, Finance, Quantitative and Computational Finance, or a closely related field and no experience.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) performing and deploying quantitative analysis and econometric modeling of global asset classes, using Bloomberg, FactSet, Morningstar, and MSCI BarraOne; translating raw analytics data into investment thesis for sales teams; and developing written and oral presentations to deliver investment recommendations and investment risk diagnostics.

DE measuring investment portfolio performance -- attribution, risk budgeting, and factor investing -- for mutual funds, ETFs, and Separately Managed Accounts, including designing infrastructure solutions, automation, and data architecture to support the delivery of investment data within investment advisor and broker dealer distribution channels, using SQL, VBA, Python, and C++.

DE performing portfolio optimization and asset allocation analytics to align portfolio construction and recommendations with the capital markets expectations and investment philosophy of Investment Advisor and Broker/Dealer clients, and to support recommendations to the investment committee and wholesaler/relationship managers, using MPI Stylus and Morningstar Direct.

DE performing mathematical modeling and programming in MATLAB, R, SPSS, Python, and SQL; and performing complex portfolio construction analyses to support recommendations and provide data visualizations in Tableau/D3.js for executive and technical and non-technical audiences using MPI/Gurobi.

[Expertise may be gained during graduate degree program.]

For full job details and to apply, please visit https://jobs.fidelity.com and search for job number: 2055127.

Keywords: Fidelity Investments, Providence , Director, Investment Analysis - 2055127, Finance , Smithfield, RI, Rhode Island


Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Rhode Island jobs by following @recnetRI on Twitter!

Providence RSS job feeds