Manager, Investment Analysis
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Job Location:
Smithfield, NC - USA
Monthly Salary:
Not Disclosed
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
The Role
The FI Organization is seeking a Manager Investment Analysis with knowledge of multiple developed asset classes (e.g. equity fixed income) the competitive landscape and practice management concepts. This role will partner with other team members in data collection analysis and reporting to support business objectives while uncovering trends and executing on opportunities where data and information can provide insight into investment solutions. Having a background as an analyst is useful but strong communication organizational and interpersonal skills are crucial to deliver decision-making materials to team members.
The Expertise and Skills You Bring
Bachelors degree required
MBA/CFA or progress towards desirable
1-3 years of data analysis experience preferably some in products/investments
Series 7 and 63 licenses desirable
Maintains strong communication presentation and interpersonal skills
Excellent time management and organizational skills are critical to success
Strong Excel and reporting skills
Knowledge of various market- competitor- and client-research techniques and industry data sources (FactSet Morningstar) used to advise strategic decisions
Leading the creation of core content for prospecting clients
Providing business development support for generating new business
Preparing compliant materials to support on-going business objectives
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 Fidelitys 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelitys 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.
Required Experience:
Manager
Key Skills
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.
