Senior Manager, Investment Analysis

Fidelity(2 months ago)

HybridFull TimeMedior$67,485 - $91,020 (estimated)Investment Operations

About this role

An Investment Analyst in Fidelity’s FI Organization focused on capital markets and multi-asset class expertise to support institutional client coverage. The role bridges investment research, product strategy, and sales enablement to articulate Fidelity’s point of view and inform portfolio positioning. The analyst works collaboratively with field strategists, desk wholesalers, and product teams to shape messaging and content for institutional stakeholders.

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Required Skills

Capital Markets
Asset Classes
Portfolio Positioning
Sales Support
Product Management
Content Development
Client Relations
Presentation
Time Management
Needs-Based Selling

+4 more

Qualifications

Bachelor's Degree
MBA (Preferred)
CFA (Preferred)
Series 7
Series 63

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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