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Fidelity Bank · 18 hours ago

Quantitative Investment Analyst

Greenwood Village, CO

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $200K/yr

5+ years exp

Fidelity Bank, through its subsidiary Strategic Advisers LLC, is seeking a Quantitative Investment Analyst to enhance investment methodologies and client portfolio management. The role involves researching and developing quantitative investment techniques, collaborating with various teams, and improving investment management processes.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth 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

Quantitative portfolio constructionOptimization techniquesRPythonTax-sensitive investment managementPortfolio analysisAnalytical attitudeCollaboration skillsProject management mindsetCreative thinking

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