Fidelity

Associate Investment Manager

Fidelity(18 days ago)

HybridFull TimeSenior$90,000 - $175,000Investment Management
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About this role

The Associate Investment Manager at Fidelity's SAI team manages tax-sensitive client portfolios with a focus on maximizing after-tax returns through strategic asset allocation and risk management. The role involves portfolio analysis, research review, and implementing investment strategies in a collaborative environment. It offers opportunities to develop expertise in discretionary portfolio management and next-generation managed account strategies.

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Required Skills

  • Portfolio Management
  • Tax Strategies
  • Financial Analysis
  • Asset Allocation
  • Market Research
  • Securities
  • ETFs
  • Mutual Funds
  • Portfolio Construction
  • Risk Management
Fidelity

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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