Fidelity Investments · 13 hours ago
Quantitative Portfolio Engineer, Quantitative Model Management
Boston, MA
Full-time
Hybrid
Senior Level
$100K/yr - $200K/yr
5+ years expFidelity Investments is a leading investment management firm looking for a Quantitative Portfolio Engineer to join their Quantitative Model Management group. The role involves supervising and evolving quantitative model portfolios for managed accounts, collaborating with cross-functional teams to enhance investment methodologies and platform capabilities.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Ownership of the day-to-day quantitative model portfolio construction processes, including building personalized model portfolios at scale and writing production-level code to systematically evaluate portfolio outcomes
Lead complex quantitative analysis projects and collaborate with cross-functional teams to develop investment methodology enhancements
Evolve the investment process and workflow to create tax-smart client portfolios, taking into consideration asset allocation, asset location & fund selection to deliver optimal client portfolios
Lead the development of a custom-built portfolio oversight platform
Analyze performance, risk exposures, positioning, tax metrics, and additional criteria to ensure alignment with our investment thesis and client goals
Partner with investment architecture and technology teams to prioritize the roadmap, define requirements, and design scalable enhancements to our model management platform and systematic processes
Perform end-user acceptance testing
Qualification
Required
5+ years of investment management experience in roles requiring quantitative research, portfolio construction, and technical skills
Experience with quantitative portfolio construction across multiple asset classes, including optimization techniques, tax-sensitive investment management, and portfolio analysis
Experience leading end-to-end development of investment management platforms with technology partners—from architecture and requirements through design, testing, release planning, and successful delivery
Graduate degree in a related field such as Computer Science, Engineering, Mathematics, or Quantitative Finance
Advanced skills in programming (Python, Java, R), data access (SQL), version control (Git), and data visualization (Tableau)
Strong analytical and architecture-oriented mindset, with the ability to decompose complex investment problems into creative, efficient, and scalable solutions
Excellent communication and interpersonal skills, with experience presenting complex concepts and results to diverse audiences in an intuitive manner
Ability to work across the organization in various disciplines to drive alignment and closure; strong collaboration and influencing skills; project management mindset
Detail-oriented and able to work independently on multiple projects without close supervision
Genuine passion for financial markets and innovation
Preferred
CFA or related investment certifications are preferred
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
2026-02-05
2026-02-05
Company data provided by crunchbase