With a team of 116 investment professionals and more than $380 billion in assets under management as of March 30, 2012, Fidelity’s Global Asset Allocation division (GAA) is a leading provider of asset allocation solutions for retail and institutional clients.
The range of investment solutions includes target date investing funds, active allocation strategies, managed accounts, financial planning frameworks and custom solutions.
Fundamental Research
GAA's Fundamental Research team consists of 20 Analysts and Associates in Boston, Massachusetts and 7 Research Associates and Specialists in Bangalore, India. To support GAA investment solutions, the Fundamental Research Team monitors over 2,400 open architecture investment strategies across all major asset classes.
The Position
Reporting to the Director of Research, the Alternatives Research Analyst will work within the alternatives research team to help develop the groups’ alternative investment capability. The position is located at the company's headquarters in Boston, Massachusetts.
Responsibilities
Help GAA build out its alternative investment capability by working in a team to develop an alternative investment program and work with the various retail and institutional investment solution products across the division to consider an alternative investment allocation where appropriate
Find and recommend investment strategies amongst both registered and unregistered alternative universes
Conduct in-depth on-site investment manager due diligence evaluations
Monitor existing investments in the alternatives universe and regularly publish reports including performance attribution, risk, positioning and outlook views.
Develop and communicate strategic and tactical views on alternative strategies
Stay abreast of developments in the alternative investment industry
Prepare industry studies, asset class projects and thematic research on alternative investment topics
Help to educate and transfer alternative investing knowledge across the division and the Fidelity organization
Qualifications
The following are key attributes for a strong candidacy:
Understanding of hedge fund strategies and structures
including L/S Equity, Event Driven, CTA/Managed Futures, Market Neutral, Global Macro, Convertible Arbitrage, Relative Value
Hands on investment and trading experience with derivative instruments
Experience with options/futures/swaps trading and structured products
Understanding of portfolio construction methodologies and the role of alternatives in a multi-asset class portfolio
Ability and interest in meeting with investment managers and critically evaluating their investment strategies
A strong network of industry contacts and resources
Outstanding quantitative skills with the ability to comprehend complex market statistics
Outstanding written and verbal communication skills
Strong intellectual curiosity and strong personal and professional integrity
Ability and confidence to work effectively in both independent and group settings
Capability to manage a variety of tasks simultaneously with superior organizational skills
Proven track record of career success in demonstrably adding value for organizations
CFA, CAIA, and/or advanced degree in related finance or mathematical field
5-10 + years of industry experience with a focus on alternative investing
Personal Values/Character
The following values are considered to be fundamental to the way in which our company operates:
Accountability
Enthusiasm
Integrity
Teamwork
Respect
Commitment to excellence in all aspects of work
Company Overview
Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit
http://www.fidelity.com/
.
Fidelity Investments is an equal opportunity employer.
Job
:
Research
Primary Location
:
MA-Boston
Schedule
:
Full-time
Job Level
:
Individual Contributor
Education Level
:
Master's Degree (±18 years)
Job Type
:
Standard
Shift
:
Day Job
Overtime Status
:
Exempt
Travel
:
Yes, 25 % of the Time
Fidelity Investments - 10 months ago
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