Fidelity Bank · 2 days ago
Equity Institutional Portfolio Manager
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $185K/yr
10+ years expFidelity Bank is a leading financial institution with a strong focus on investment management. They are seeking an experienced Institutional Portfolio Manager to engage with clients and drive new business opportunities while providing expert insights on US Equity strategies.
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Responsibilities
Maintain deep expertise of equity markets, investment strategies, and portfolio management principles to support investment-focused client servicing
Communicate portfolio strategy, performance, market outlook and Fidelity’s competitive advantage to the institutional marketplace
Serve as a thought leader and create content for white papers, webinars, and investment panels to communicate investment perspectives in support of our investment platform
Partner closely with investment staff, product management, and marketing teams to ensure seamless support for existing clients and new business opportunities
Deliver strategic marketplace insight to the equity investment management organization, including ongoing competitor perspectives, industry trends and client/consultant areas of focus
Qualification
Required
10+ years of investment industry experience, with understanding of fundamental research, portfolio construction and risk management
Mastery of fundamental security analysis, portfolio analysis, and performance attribution
A deep understanding of capital markets and equity market dynamics, in particular
Successful track record of institutional solutions analytical work and investment management strategy implementation to a broad spectrum of institutional constituencies
Highly effective and consistent written and verbal communication skills and desire to converse with sophisticated institutional clients
Effective risk management skills, including ability to understand market, sector, and specific stock risks
Ability to travel frequently, with an overall expectation of an average two days per week
Preferred
CFA designation or similar educational background preferred but not required
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 Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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