StrategicAdvisers, LLC. is a registered investment adviser and wholly owned subsidiaryof FMR LLC that provides investment management services to clients through Fidelity’sretail and institutional distribution channels. For more than 25 years,Strategic Advisers has specialized in asset allocation solutions, as well ascrafting methodologies for many of Fidelity’s investment planning tools to helpinvestors reach their financial goals. With over $300 billion in assets undermanagement, the Strategic Advisers team of investment professionals builds andmanages asset allocation portfolios for over one million customer accounts.
Research and document current approaches to investment personalization.
Explore areas such as specific client time horizons, liabilities, and return distributions to assist in the development of new approaches to investment personalization.
Apply research to assist with the development of various dynamic models to improve client outcomes.
Progress toward a degree in engineering, math, science, or finance-related field.
Demonstrated interest and exposure to data science or machine learning.
Passion for financial markets and the role technology plays
Familiarity with data science and machine learning techniques
Excellent written and verbal communication skills
Brief cover letter
The PortfolioEngineering team leverages technology and quantitative investment techniques toscale the SAI investment process across both taxable and tax exempt portfolioswith a mix of single and multi-asset class strategies, investing in a range ofsecurities, including stocks, bonds, ETFs, and mutual funds. The team manages the platform that providescustomization across over 200,000 portfolios, adjusting optimization settings,analyzing portfolio quality, and trading the portfolios.
The candidatewill learn and implement our investment management strategies andphilosophy. While our current portfolioconstruction models are state-of-the-art, we believe in constantly innovatingand utilizing new technologies and techniques. A key area of innovation is greater personalization capability through aconnection to the client’s financial plan. The candidate will work closely withour investment team in research & development of investment models toincrease the personalization of our investment solutions. The role is based in Denver, CO.
- Collaborate with investment professionals who manage clientportfolios on a daily basis to calibrate the models.
Skills and Knowledge
- Basicunderstanding of finance/accounting metrics and financial planning forindividuals and families
September 15, 2019.Please note, it's possible that you will not receive a decision on yourcandidacy until after the application deadline has passed.
At Fidelity, we are focused on making our financial expertisebroadly accessible and effective in helping people live the lives they want—from the 23 million people investing their life savings, to the 20,000businesses managing their employee benefits programs, to the 10,000 advisorsand institutions needing innovative technology solutions to invest their clients’money. To do this well, as a privately held company, we place a high degree ofvalue in nurturing a work environment that attracts the best talent andreflects our commitment to being an employer of choice. For more informationabout Fidelity Investments, visit www.fidelity.com.