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Portfolio Analyst - 2062445

Company: Fidelity Investments
Location: Merrimack, NH
Posted on: September 21, 2022

Job Description:

Performs financial analysis to continuously refine and improve investment methodology using SQL. Analyzes shareholder and client activity. Works to improve, iterate, and further automate existing end user applications and develop new end user tools. Provides investment support for one or more Fixed Income portfolio management teams. Contributes to the implementation, launch, on-going management, and improvement of investment strategies using scalable methodologies. Drives continuous improvement of investment processes through research and engagement.

Primary Responsibilities:

Owns the day-to-day portfolio management process -- building model portfolios, performing comprehensive model analysis, supervising the model release process, and resolving associated issues -- from beginning to end.

Creates trade orders and ensures that orders, trades, and portfolios are in compliance with regulations.

Monitors portfolio performance, positioning, and risk metrics to ensure alignment with investment methodology and processes.

Performs quantitative research projects in conjunction with Portfolio Managers.

Ensures portfolio targets for cash, duration, and currency exposures are managed appropriately.

Streamlines the investment process and reduces operational risk through measurement and reporting.

Ensures that a large number of portfolios are structured appropriately relative to their benchmarks, strategies or risk objectives.

Conducts quantitative analyses of information involving investment programs or financial data to help identify industry trends.

Uses mathematical models of financial or business conditions to advise others on business or operational matters.

Advises clients on aspects of capitalization, such as amounts, sources, or timing.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Quantitative and Computational Finance, Mathematics, Applied Mathematics, Financial Engineering, or a closely related field and five (5) years of experience in the job offered or five (5) years of experience performing fixed income portfolio analysis in a financial services environment.

Or, alternatively, Masters degree (or foreign education equivalent) in Quantitative and Computational Finance, Mathematics, Applied Mathematics, Financial Engineering, or a closely related field and two (2) years of experience in the job offered or two (2) years of experience performing fixed income portfolio analysis in a financial services environment

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) building tools to aid portfolio managers in managing month-end extensions and downgrading securities and new issuances in benchmarks of intra-month and month-end re-balancing and measuring factors -- interest rates, issuer spread sensitivities, and option adjusted analytics -- using Bloomberg PORT or Barclays Point, Python, VBA, SQL, MATLAB, and index and benchmark construction mechanics.

DE enhancing tools and managing smart-beta ETF index products -- basket creation/redemption processes and month-end and intra-month rebalancing -- using Python, SQL, and VBA; and programing index rules for sizing new floater issuance from a bond primary market, using Python, VBA, and SQL.

DE building mapping logics between mortgage index generics and mortgage pools to improve portfolio analysis on mortgage backed securities in a portfolio, using Bloomberg index rule, SQL, and Python.

DE building tools and logics to improve hit rate of day-to-day trades, using bond liquidity, Python, VBA, and SQL.

For full job details and to apply, please visit https://jobs.fidelity.com/ and search for job number: 2062445.

Keywords: Fidelity Investments, Providence , Portfolio Analyst - 2062445, Finance , Merrimack, NH, Rhode Island


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