Senior Manager, Investment Analysis jobs in United States
cer-icon
Apply on Employer Site
company-logo

Fidelity Investments · 18 hours ago

Senior Manager, Investment Analysis

positionSmithfield, RI
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date3+ years exp

Fidelity Investments is seeking a Senior Manager for Investment Analysis. The role involves enabling field investment strategists, collaborating with asset and product management resources, and providing actionable insights on multiple asset classes to drive sales and support client relationships.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
check
Growth OpportunitiesbadNo H1Bnote

Responsibilities

Act as our 'headquarters-based' SME on multiple asset class investments to work alongside specialist and sales team on client pitches, product positioning and sales campaigns
Taking part in the creation of core content for prospecting clients, providing business development support for generating new business, and materials for on-going client reviews in a compliant manner
Build and maintain strong knowledge of current economic and market conditions through monitoring of financial industry media. As an Investment analyst, the individual should be able to offer actionable insight and information on markets in order to establish oneself as a valued resource

Qualification

Investment analysisCapital markets knowledgeSales experienceCFA certificationSeries 7 licenseSeries 63 licenseProduct managementRelationship managementNeeds-based sellingCommunication skillsPresentation skillsInterpersonal skillsTime managementOrganizational skills

Required

Bachelor's degree required
Series 7 and 63 licenses required upon hire
Maintains strong communication, presentation and interpersonal skills
Must have working knowledge of Fidelity and/or competitive products
Excellent time management and organizational skills are critical to success
Proven ability to successfully build and manage relationships with Advisors
Demonstrated ability to implement and apply needs-based selling techniques and strategies
Track record of successful client interaction and follow-up are required
Ability to build internal partnerships and relationships in a team environment

Preferred

MBA or equivalent graduate degree a plus
CFA, or progress towards, desirable
3+ years of sales or product experience preferably some in different asset class investments

Company

Fidelity Investments

twittertwittertwitter
Glassdoor4.3
company-logo
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

leader-logo
Abigail Johnson
Chairman & CEO
linkedin
leader-logo
Jeanmarie Ward
Senior Vice President of Architecture
linkedin

Recent News

IndiaTimes
US senators write letter to Apple CEO Tim Cook and Google CEO Sundar Pichai, saying, ‘immediately remove’ Elon Musk’s X and Grok from app stores
2026-01-11
Pulse 2.0
Currier Plastics Buys Springboard Manufacturing And MOS Plastics To Add Cleanroom Capacity
2026-01-11
Analytics Insight: Latest AI, Crypto, Tech News & Analysis
Musk’s xAI Posts $1.46 Billion Quarterly Loss as it Expands Data Centers and AI Software
2026-01-11
Company data provided by crunchbase