Quantitative Analyst at Fidelity Investments in Boston, MA

Job description

Fidelity will not provide immigration sponsorship for this position. Job Description: The Group Strategic Advisers, LLC (SAI) is a registered investment advisor and Fidelity Investments Company that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 30 years, SAI has specialized in the investment management of managed accounts and other custom solutions to help investors reach their financial goals. With more than $1.4 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, Fidelity’s SAI is a leading provider of managed solutions for retail, workplace, and institutional clients. The Role We seek a proactive, curious, innovative quantitative analyst to join the SAI Quantitative Research team, focusing on asset allocation research and portfolio construction. SAI is looking to advance its research capability and expand quantitative research input in support of our Asset Allocation decision-makers. The selected candidate will help drive and execute a vision for asset allocation and macroeconomic investment research, bringing strong technical skills and expertise in economics, finance, mathematical modeling, and quantitative analysis. This role will support a team of SAI asset allocation portfolio managers in developing strategic and tactical allocation across several managed account products with a large asset base. This role will involve both ad hoc support of portfolio managers and individual contributions to help improve decision-making, streamline workflows, and unlock new sources of insight. This individual will collaborate with a wide range of stakeholders across SAI, help build the function within SAI, and foster a culture of experimentation in SAI’s complex yet collaborative environment. The ideal candidate will be capable of driving innovation and have a strong understanding of SAI’s investment, research, business, and trading processes. Responsibilities The successful candidate will operate as an embedded quantitative analyst with the SAI Asset Allocation team and, over time, will be expected to expand their investment impact and thought-leadership, including the design and implementation of an expanded asset allocation and macroeconomic research function for SAI. Partner closely with SAI asset allocators and associated teams to understand their workflows and contribute to a team-driven process Support ad hoc PM research needs Execute and expand quantitative research elements of monthly asset allocation review process Develop and maintain a library of macroeconomic indicators and models in support of team research and decision-making Work with portfolio managers and team members to identify research needs, design solutions, and execute modeling and analyses in support of decision-making Help develop and implement a comprehensive vision for a quantitative asset allocation research program Collaborate across SAI research and portfolio management groups, identifying and executing on common investment research projects Skills, Knowledge, and Experience Strong communication skills, with the ability to articulate complex quantitative concepts and design efficient research solutions for investment decisions Proven track record of independent, innovative research within the financial industry, 4+ years of experience preferred Strategic mindset. Ability to influence and partner with team to develop and grow a program vision Demonstrated success creating and implementing new investment processes or significant enhancements to existing processes Familiarity with SAI’s investment, investment services, portfolio engineering, optimization methods, or trading processes Hands-on experience with Python, LLMs and agentic frameworks, and analytic tools A mindset geared toward curiosity, rigorous experimentation, and exploration Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model