Fidelity Investments · 2 days ago
Equity Institutional Portfolio Manager
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $185K/yr
10+ years expFidelity Investments is a leading financial services firm managing over $1 trillion in assets. They are seeking an experienced Institutional Portfolio Manager to drive new business opportunities and service clients through investment policy discussions and performance reviews, while maintaining deep knowledge of equity strategies and investment processes.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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 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.
10001+ employees
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
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase