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Senior Manager of Institutional Product Analysis

Company: Fidelity Investments
Location: Smithfield
Posted on: November 26, 2022

Job Description:

Job Description: The RoleThe Senior Manager, Institutional Product Analyst will report to an asset class lead within the Core Institutional Analysis Group (Core IAG). The Senior Manager will partner with relationship management and investment teams (among others) in supporting Fidelity Asset Management Solutions (FAMS) in its sales and client retention efforts in the institutional channel. The individual will become a trusted resource for business partners and serve as a subject matter expert in assigned asset classes, which may include equity, investment grade fixed income, high income, and asset allocation. The Senior Manager will contribute institutional product and asset class content and analysis to marketing collateral, prospecting materials, client reporting, RFP and due-diligence questionnaires (DDQs), and ad hoc reporting. The Expertise & Skills You Bring

  • Bachelor's degree (major in Finance, Economics, or Business preferred). Progress towards or a desire to pursue CFA, MBA or equivalent preferred.
  • 6+ years of experience in the financial services industry.
  • Excellent written and verbal communication and influence skills; superior analytical skills and business judgment.
  • Capable of juggling multiple deliverables with competing deadlines and effectively managing priorities and expectations of business partners.
  • Exhibit a strong track record of collaborating with others and working effectively in a team environment to meet client and business partners needs and impact business results.
  • Strong Excel skills are a requirement. Experience using third-party analytic tools, including FactSet, eVestment Analytics, and Bloomberg preferred.
  • Experience and familiarity with the asset classes, investment products, and investment vehicles distributed across institutional channels (both U.S. & non-U.S.).
  • The ability to apply both a quantitative and qualitative mindset to the content and analyses you develop in support of institutional distribution efforts.
  • Able to analyze and understand portfolio level attribution data for the purpose of creating concise and insightful portfolio commentaries for institutional clients on a recurring and ad-hoc basis.
  • Accuracy, timeliness, attention to detail, and commitment to delivering top quality work.
  • Excellent interpersonal skills and the ability to communicate and collaborate effectively with business partners at all levels of the organization, including investment staff (portfolio managers and institutional portfolio managers).
  • Adaptable and comfortable working in a continuously changing environment.The Value You Deliver
    • Develop and aggregate content and analysis used in institutional product marketing collateral, recurring client reporting, and in response to ad hoc client/prospect/consultant requests.
    • Provide ad hoc and recurring data reporting (i.e., product data, performance, performance attribution, portfolio characteristics, etc.) for RFPs and due diligence questionnaires.
    • Gain expertise on cross-asset class institutional product lineup for the purpose of providing daily support to the Core IAG asset class leads as well as the investment and distribution teams.
    • Respond to recurring and ad hoc product questions from internal business partners, including sales, consultant relations, and client service.
    • As needed, participate in special projects in support of the broader Core IAG team, including those related to data aggregation, competitor analysis, consultant databases, and client retention efforts.The TeamThe Core Institutional Analysis Group (Core IAG), which is part of the Fidelity Institutional Marketing & Communications Group, plays an important role in supporting FAMS in its sales effectiveness and client retention objectives. Team members serve as a critical link between investment staff and distribution, partnering with both at each stage of the sales and client lifecycle. Team members align their efforts to sales and client retention priorities and contribute ongoing asset class coverage and subject matter expertise for assigned institutional strategies.Certifications: Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.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, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Providence , Senior Manager of Institutional Product Analysis, Executive , Smithfield, Rhode Island

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