Associate Quantitative Specialist

Fidelity Investments - Boston, MA 02108 APPLY TO THIS JOB
JOB DESCRIPTION

Position Description

Investment Research Services provides analytic solutions and data management services to clients in quantitative research, portfolio management, and senior leadership roles across the Equity, High Income, and Multi Asset Class divisions of Asset Management. This specialized team leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with the subject areas of multi-factor model risk forecasting, quantitative alpha research, big data analytics, and performance attribution. Together with their partners in the technology and research divisions, members of this organization work as an integral part of small project teams to deliver innovative data visualization and analytic tools capable of illustrating current and time series investment themes, portfolio exposures to a diverse array of security attributes, and factors driving fund performance. In addition to their project work, associates are also responsible for the oversight, maintenance, quality assurance and operational support of analytic and reporting environments to ensure timely and accurate investment intelligence is delivered for direct use within the portfolio management process.

Primary Responsibilities

Develop deep understanding across all aspects of alpha research including model construction, factor definitions, factor calculations, and translating output statistics into meaningful information used within the portfolio management function.

Perform business, systems, and data analysis, process design, and acceptance testing across projects that require new research content, investment analytics, and/or produce additional reporting capabilities for investment professionals.

Oversee daily/weekly/monthly production reporting cycles across the analytic environments. Ensure all required input data is available, processes run successfully, statistical output is accurate, and reports are generated properly.

Respond to ad-hoc data analysis requests in support of projects performed by Quantitative Research Analysts in addition to frequent high priority inquiries from other senior investment professionals.

Consult with business partners across multiple internal and external sources to deliver comprehensive data solutions.
Identify, research, and resolve all issues related to internally generated or vendor-supplied data to ensure superior data quality.
Contribute to the continued development and incorporation of non-traditional and/or unstructured data as well as data science applications to enhance the research and investment process

Education and Experience
A Bachelor’s degree in finance, math, accounting, engineering, or computer science preferred. Progress towards a Master’s Degree, and/or CFA Charter is strongly desired.
Demonstrated history as a top performer working in a role where technical and analytical skills were required.
Successfully led small to medium sized projects in a fast paced environment.
Investment industry experience, preferably in investment research or a portfolio analytics function of an investment management company.

Skills and Knowledge
Technical expertise including SQL and ability to traverse diverse content sets strongly preferred; advanced Excel and VBA skills a plus.
Experience programming in Python or R and machine learning/AI techniques are a distinct plus
Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities.
Familiarity with quantitative analytics, including fund and index performance measurement, predictive risk modeling, alpha research, stock selection models, and performance attribution.
Strong hands-on project leadership skills with the drive to complete complex projects as a part of small teams within an extremely fast paced environment. Capability to liaise with investment professionals to gather requirements and manage deliverables of technical development teams.
Knowledge of securities, corporate actions, financial statement analysis, street estimates, pricing and performance data.
Highly proactive and self-motivated with the ability to meet objectives under minimal supervision.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Job: Investment Support

Primary Location: US-MA-Boston

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard
:

Overtime Status: Exempt

Travel: No

Boston, Massachusetts
Boston, MA



SHARE THIS

COMPANY NAME
Fidelity Investments

PRIMARY LOCATION
Boston, Massachusetts 02108

DATE POSTED
7/11/2018 4:26:40 AM

JOB CODE
1807345

CAREER AREA
Investment Support

DOWNLOAD

DOWNLOAD PDF