Job Description: The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity s retail and institutional distribution channels. For more than 25 years, SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity s investment planning tools, to help investors reach their financial goals. With over $750 billion in assets under management in a blend of Fidelity and third party investment vehicles, the SA team of investment professionals constructs and manages asset allocation portfolios for over 3,000,000 customer accounts. Fundamental ResearchSAI s Fundamental Research team consists of 29 Analysts and Associates organized by asset class teams of US Equity, International Equity, Fixed Income, and Alternatives.u00A0 The team actively researches a broad universe of investment strategies including institutional mandates, mutual funds, and ETFs in which we invest on behalf of our clients to achieve their investment objectives. The PositionThis is an investment role focusing on manager research in Liquid Alternative Investments (i.e. Hedge Fund like strategies).u00A0 Your responsibilities will include identifying the most compelling Liquid Alternative Investments strategies and influencing the investment decisions for our multi-manager u201Cfund-of-funds.u201Du00A0 You will lead meetings with external portfolio managers to discuss their investment process and strategy objectives.u00A0 You will conduct detailed analysis of portfolio managers performance, risk and holdings using quantitative analytical tools such as Bloomberg, FactSet, MPI Stylus, Barra, Morningstar, and proprietary risk tools.u00A0 In doing so, you will rate strategies and communicate your recommendations to SAI portfolio managers through written reports, group presentations, and 1:1 meetings.u00A0u00A0 In addition to your manager research responsibilities, you will have a voice in the portfolio construction process and in asset class initiatives.u00A0 This is not a client facing role. Qualifications<ul><li>5-10 years of investment experience with a track record of impactful investment decisions in Liquid Alternative Investments</li><li>Examples of relevant experience include conducting research on hedge fund strategies, trading derivatives or managing hedge fund strategies.</li><li>Passion for investing and a broad knowledge of global capital markets and derivatives.</li><li>Strong analytical and technical skills: proficiency in statistics and advanced use of spreadsheets and ability to analyze portfolios of derivatives.</li><li>Demonstrated initiative, independent-thinking and problem-solving skills</li><li>Communication and presentation skills ability to work collaboratively and to discuss/debate complex issues in a clear, concise manner</li><li>A good teammate, collaborator and relationship builder who can also work independently.</li><li>Willingness and desire to travel to meet with external portfolio managers.</li><li>Masters degree, CFA or CAIA preferred</li></ul> LocationBoston, Massachusetts Certifications: Company Overview Fidelity 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 Us At 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 <div class="anchor-hijack" style="display: inline"><a href="u0022https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htmu0022">Glassdoor Employees Choice Award</a></div>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined. <div class="anchor-hijack" style="display: inline"><a href="u0022https://jobs.fidelity.com/locations/#dwu0022">Fidelity's working model</a></div> blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <div class="anchor-hijack" style="display: inline"><a href="u0022https://go.fidelity.com/h1vqtcu0022">detailed in this document</a></div>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <div class="anchor-hijack" style="display: inline"><a href="u0022https://jobs.fidelity.com/u0022">fidelitycareers.com</a></div>. 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 <div class="anchor-hijack" style="display: inline"><a href="u0022mailto:accommodations@fmr.comu0022">accommodations@fmr.com</a></div>, or by calling <div class="phone-hijack" style="display: inline">800-835-5099</div>, prompt 2, option 3.

Job Description: The DepartmentWith over $625 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation solutions for institutional and retail clients. The range of investment solutions includes target date funds, target allocation funds, income and real return strategies, managed volatility strategies, alternative investment, and custom institutional solutions.
The TeamThe Asset Allocation Research Team (AART) consists of 12 members in Boston, Massachusetts under the leadership of the Managing Director of Research. The team leverages quantitative, qualitative, economic, and market insights to provide robust, research-based recommendations to investment teams across the Asset Management division of Fidelity Investments.\u00A0 With diverse backgrounds in economics, finance, political science, engineering and math disciplines, the primary focus of the research team is providing strategic and dynamic asset allocation insights for Fidelity Asset Management Solutions (FAMS) and Strategic Advisers (SAI). The team also produces thought leadership and broad asset-class positioning and insights to the broader Fidelity asset management community and to Fidelity s clients and distribution channels.
The RoleReporting to the Managing Director of Research, the research analyst will work closely with analysts on the Asset Allocation Research Team and other colleagues to support day-to-day research needs. You will play a role in developing and communicating key conclusions to the investment staff. The position is located at the company s headquarters in Boston, Massachusetts.
Qualifications<ul><li>Experience applying fundamental economic and investment analytical tools to develop research insights across a wide variety of both macro and investment-related topics. This includes self-initiated independent work, as well as collaboration on team projects.</li><li>Ability to translate analytical approaches into actionable asset allocation conclusions, with an emphasis on connecting empirical economics and multi-disciplinary tools to expected market outcomes.</li><li>At least 7-8 years of direct investment experience, making decisions or recommendations for portfolios. Expertise in one or more fixed-income, equity, or commodities asset categories is preferable, as the role will include a focus on constructing frameworks for evaluating individual asset categories and connectivity to Fidelity s bottom-up research organizations. \u00A0</li><li>Demonstrated ability to think critically and across multiple dimensions, using technical skills and quantitative output to support meaningful conclusions. \u00A0</li><li>Experience providing updates, both written and verbal, that communicate key economic and financial-market trends and their investment implications. \u00A0In this role, there will be regular interaction with multi-asset teams across Fidelity asset management and opportunity for thought-leadership activities for the distribution channels.</li></ul>
Skills / Knowledge<ul><li>Team player with excellent interpersonal and project management skills</li><li>Outstanding written and verbal communications skills</li><li>Ability and confidence to work effectively in both independent and group settings</li><li>Strong intellectual curiosity and interest in global events, history, economics, and finance</li><li>Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs</li></ul>
ValuesThe following values are fundamental to the way in which our company operates:<ul><li>Accountability</li><li>\u00A0\u00A0\u00A0\u00A0</li><li>Enthusiasm</li><li>Integrity</li><li>Teamwork</li><li></li><li></li><li>Respect</li></ul> Certifications: Company Overview Fidelity 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 Us At 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 <div class="anchor-hijack" style="display: inline"><a href="\u0022https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm\u0022">Glassdoor Employees Choice Award</a></div>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. <div class="anchor-hijack" style="display: inline"><a href="\u0022https://jobs.fidelity.com/locations/#dw\u0022">Fidelity's working model</a></div> blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <div class="anchor-hijack" style="display: inline"><a href="\u0022https://go.fidelity.com/h1vqtc\u0022">detailed in this document</a></div>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <div class="anchor-hijack" style="display: inline"><a href="\u0022https://jobs.fidelity.com/\u0022">fidelitycareers.com</a></div>. 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 <div class="anchor-hijack" style="display: inline"><a href="\u0022mailto:accommodations@fmr.com\u0022">accommodations@fmr.com</a></div>, or by calling <div class="phone-hijack" style="display: inline">800-835-5099</div>, prompt 2, option 3.

Job Description: Manager Research Analyst, Fidelity Asset Management Solutions The TeamWith over $650 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation solutions for institutional and retail clients. The range of investment solutions includes target date funds, target allocation funds, income and real return strategies, managed volatility strategies, liquid alternative investments, and custom institutional solutions. The Role Reporting to the Manager Research Team Leader, this position will support the coverage of Fidelity-managed funds used in the investment solutions delivered by FAMS investment teams as well as prospective funds that could be used in the future. This position will also liaise with our manager research counterparts in Strategic Advisers, Inc. (SAI) and Fidelity Institutional Wealth Adviser (FIWA) who partner with FAMS to cover open-architecture funds.u00A0 Critical to success in this role will be the ability to 1) confidently engage with fund managers on various facets of their investment process (e.g., financial markets, philosophy, portfolio construction, risk management, performance), 2) effectively develop research conviction and communicate portfolio updates to FAMS portfolio managers and 3) actively participate in asset class and portfolio strategy discussions in various investment forums. This position will be located at the company s headquarters in Boston, Massachusetts. The Value You Deliver<ul><li>Responsible for manager due diligence across specified asset classes for existing and prospective funds used in various FAMS investment solutions:<ul><li>Organize, prepare for and lead meetings with underlying portfolio managers to discuss investment philosophy & process, strategy objectives, portfolio construction, and performance.</li><li>Support the monitoring and analysis of fund performance, attribution, risk and holdings using analytical tools including Bloomberg, FactSet, Stylus, Morningstar, Style Analytics, eVestment Alliance, Barra and other quantitative tools.</li><li>Provide investment recommendations to FAMS portfolio managers through published research reports, group presentations, and 1:1 meetings.</li><li>Present monthly and quarterly reviews of fund performance and positioning to FAMS investment teams.</li><li>Meet with clients and consultants to showcase the team s research capabilities and provide updates on underlying fund positioning and performance.</li><li>Monitor the investment universe to identify potential new investment opportunities that will directly impact portfolio recommendations and client investment returns.</li></ul></li><li>Contribute to team discussions and asset class initiatives.</li><li>Fulfill ad hoc research requests from FAMS investment teams.</li></ul> The Expertise and Skills You Bring<ul><li>Required 5+ years of relevant manager research experience. Desired experience in liquid and illiquid alternative strategies in addition to domestic and international equity funds.u00A0</li><li>Undergraduate degree with progress towards or completion of CFA and/or CAIA program, and/or a Master s degree is preferred</li><li>Ability to comfortably engage in in-depth conversations with portfolio managers, clients, and consultants</li><li>Strong written and verbal communication skills</li><li>Ability to analyze and derive insights from large sets of data</li><li>Capability to manage a variety of tasks simultaneously with superior organizational skills</li></ul> 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 call u201CDynamic Workingu201D. Most associates within FAMS will have a hybrid schedule with a requirement to work onsite in Boston at least 50% of the time. These requirements are subject to change. Certifications: Company Overview Fidelity 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 Us At 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 <div class="anchor-hijack" style="display: inline"><a href="u0022https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htmu0022">Glassdoor Employees Choice Award</a></div>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined. <div class="anchor-hijack" style="display: inline"><a href="u0022https://jobs.fidelity.com/locations/#dwu0022">Fidelity's working model</a></div> blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <div class="anchor-hijack" style="display: inline"><a href="u0022https://go.fidelity.com/h1vqtcu0022">detailed in this document</a></div>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <div class="anchor-hijack" style="display: inline"><a href="u0022https://jobs.fidelity.com/u0022">fidelitycareers.com</a></div>. 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 <div class="anchor-hijack" style="display: inline"><a href="u0022mailto:accommodations@fmr.comu0022">accommodations@fmr.com</a></div>, or by calling <div class="phone-hijack" style="display: inline">800-835-5099</div>, prompt 2, option 3.

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