Fidelity Investments · 4 hours ago
Quantitative Investment Analyst
Fidelity Investments is a registered investment advisor that provides investment management services to clients. The role involves researching and developing quantitative investment methodologies to enhance portfolio management and improve client outcomes.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Research, design and prototype the next generation of quantitative investment methodologies such as portfolio construction, optimization tuning, prediction modelling and quality metrics
Evolve the investment management process and workflow to create tax-smart client portfolios taking into consideration asset allocation, asset location & fund selection to deliver optimal portfolios for clients
Work with portfolio management, research and engineering to enhance the existing portfolio construction process for both single and multi-account investment solutions across multiple distribution channels
Partner with the investment architecture and business partners as a subject matter expert to guide requirements for future platform capabilities
Look for opportunities to improve investment management efficiency and effectiveness across Portfolio Engineering (e.g., scale, process, client outcomes)
Evaluate emerging technologies and portfolio construction techniques with potential to improve investment outcomes
Qualification
Required
5+ years of work experience in the investment management industry in a role where quantitative finance and technical skills were required
Graduate degree in a related field (Finance, Engineering, Mathematics and Computer Science)
Experience with quantitative portfolio construction methods, optimization techniques, tax-sensitive investment management and portfolio analysis
Advanced technical skills for prototyping solutions e.g. R, Python, data access, source control, and BI tools
Ability to understand and collaborate with technology at a deep level to evolve investment platform
Analytical and architecture-oriented attitude, ability to visualize patterns and abstract problems
Ability to work across the organization in various disciplines to drive consensus/closure; strong collaboration and influence skills; project management mind-set
Creative, innovative thinker with intellectual curiosity and motivation to learn and grow
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
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