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Fidelity Investments · 1 day ago

Portfolio Strategist

Roanoke, TX

Full-time

Hybrid

Senior Level

$103K/yr - $211K/yr

5+ years exp

Fidelity Investments is seeking a Portfolio Strategist to support their advisory and institutional clients in building better portfolios. The role involves delivering value through asset allocation consultation, synthesizing investment insights, and effectively communicating actionable guidance to clients.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction

Synthesize the best of Fidelity’s intellectual capital and incorporate thought leadership into portfolio construction:

Gain a deep understanding of Fidelity’s business cycle framework and asset allocation views from our Asset Allocation Research Team (AART)

Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments

Distill investment and market insights and establish a sound grasp of Fidelity’s investment approach through quarterly meetings with Fidelity’s top portfolio managers

Advance market commentary, asset class and sector strategy, and macro views from Fidelity’s Capital Market Strategy Group (CMSG)

Communicate key findings & actionable guidance in a clear, concise & inspiring manner

Present at Portfolio Construction Institute events and other client speaking engagements

Work alongside business partners in investment product & distribution, macro strategy, investment sales, custody & clearing relationship management

Qualification

CFA Charter holderPortfolio decision-makingInvestment guidanceMBAMaster's degreeFINRA Series 7 & 63Mutual fundETF knowledgeSales communicationDynamic problem solverRelationship development

Required

5-12 years' relevant work experience

CFA Charter holder

FINRA Series 7 & 63 licenses required within four months of joining

Proven investment acumen, with the ability to respectfully challenge others' investment views

Strong understanding of the mutual fund and ETF landscape

Dynamic problem solver capable of independently completing complex portfolio analyses

Ideal candidate will combine outstanding aptitude for tackling the hardest portfolio challenges with unusual grace & persuasiveness

Strong sales communication & writing skills, including translating complex quantitative investment analysis into relevant, actionable investment solutions

Developer of positive relationships with select internal & external partners