Full-Time

Manager – Quantitative Research

Updated on 1/15/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Expert

Boston, MA, USA

Work at Fidelity’s headquarters in Boston, Massachusetts.

Category
Quantitative Research
Quantitative Finance
Required Skills
Python
R
SQL
Requirements
  • Strong communication and presentation skills
  • Experience with taxable managed accounts and portfolio optimization, direct indexing, and financial planning
  • Experience connecting portfolio construction with asset class research
  • Deep knowledge of quantitative modeling, portfolio construction, optimization, and factor allocation across asset classes
  • Very solid programming and database skills, e.g., R, Python, SQL
  • Knowledge of capital markets dynamics
  • Strong interpersonal skills and a real passion for working in a team environment
  • 10+ years of experience in quantitative investment research particularly in managed accounts, taxable research, and portfolio construction
  • Demonstrated experience leading and mentoring investment professionals
  • Advanced degree in a related field (Finance, Engineering, Mathematics, Operations Research, Computer science or related field)
Responsibilities
  • Work within the Quantitative Research team to improve risk-adjusted performance and to help our clients to achieve their investment goals
  • Guide, develop, and execute research as a member of our investment team, including exposure, risk, and portfolio analyses for asset class research
  • Develop and apply methods that help bring our investment principles and research to our implementation platform, particularly involving tax-aware investing and portfolio construction
  • Provide leadership in methodology, analysis, and project delivery
  • Guide, mentor, and potentially manage investment professionals
  • Help to cultivate an environment that encourages inclusivity, innovation, and cross-team collaboration
  • Be able to clearly communicate and rationalize specific recommendations
  • Partner with the broader investment, portfolio engineering, and technology team to enhance our investment framework for managed account clients.
Desired Qualifications
  • Experience managing projects, interns, and associates will be an advantage
  • CFA is a plus

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and market monitoring tools that deliver real-time market quotes and trading capabilities. Unique features like Watch List Visualization for iPad and Open Limit Order Visualization enhance user experience by providing insights into stock performance and order status. The company's goal is to empower users with the information and tools necessary for informed investment decisions.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement