Fund Research Analyst

Job Description: The Role The Fund Research Analyst position offers a valuable opportunity to learn and excel within the Fidelity Institutional Wealth Adviser (FIWA) Research team. The role involves conducting investment manager due diligence research; as well as supporting initiatives around ESG/Sustainability investing. The core responsibilities include: Primarily, conducting manager research/ongoing due diligence of Equity, Fixed-Income or Multi-Asset investment strategies, including mutual funds, ETFs, separately managed accounts (SMAs), and other investment vehicles. You will lead due-diligence meetings with portfolio managers to discuss their investment philosophy and process, their team’s behavioral traits, their strategy’s risk and return characteristics. You will use appropriate analytical and research tools to conduct independent and thorough research. The objective is to combine qualitative and quantitative analysis to evaluate the manager’s skills and identify key performance drivers and potential risks. You will document your evidence-based research and analysis, and be able to make appropriate recommendations. Additionally, providing support related to ESG investments research (Environmental-Social-Governance). This includes supporting projects aimed to help advance and expand the team’s research coverage in ESG investments and broader projects around ESG/sustainability investing including thought leadership. The Expertise and Skills You Bring Bachelor’s Degree required, Masters and/or CFA credential preferred (or progressing towards CFA charter); Series 7 and 63 licenses a plus Sound analytical mind-set; and communication skills (verbal and written) 2-5 years of relevant experience, and good understanding of Equity, Fixed-Income or Multi-Asset investment products. Ideally prior experience in manager research covering these products. Strong expertise in manager research/analytical tools (such as Morningstar, FactSet, eVestment) preferred. Proficient in Word, Excel and PowerPoint. Ability to manage time effectively and meet concurrent and frequent deadlines. Independent but also able to balance independence with team work and collaboration. The Team FIWA Research team provides superior fund analysis and investment thought leadership to the Fidelity Workplace Investing and Fidelity Institutional client-facing teams, as well as institutional clients including retirement plan sponsors and investment advisors. The FIWA Research team prepares and distributes analysis of fund performance and investment strategies to Fidelity's institutional clients. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Fund and Research Analysis At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy