Portfolio Strategist
Fidelity(1 month ago)
About this role
An experienced investment professional role on Fidelity’s Portfolio Construction Guidance Team helping advisory and institutional clients improve portfolio outcomes. The position leverages Fidelity’s research and intellectual capital to provide portfolio construction insights and thought leadership. The role is client-facing and collaborates across investment, product, and distribution teams within Fidelity Institutional.
Required Skills
- Asset Allocation
- Manager Selection
- Portfolio Construction
- Client Communication
- Presentation Skills
- Investment Research
- Macro Strategy
- Fund Analysis
- Quantitative Analysis
- Sales Communication
Qualifications
- CFA Charter
- MBA or Master's
- Series 7
- Series 63
About Fidelity
fidelity.comFidelity 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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