Quantitative Analyst
The Group
The Team
The Role
Responsibilities
- Research, design, and develop quantitative investment techniques and methodologies to support U.S. and international equity models and portfolio construction.
- Partner with equity portfolio managers and research teams to enhance existing and develop new investment signals and portfolio construction approaches.
- Design and back-test strategies, run simulations, and conduct risk analysis to evaluate performance and robustness.
- Clearly articulate the rationale for recommendations and communicate findings in an actionable, investment-oriented manner.
- Understand, maintain, and improve the infrastructure that supports quantitative research and investment processes.
Skills/Knowledge
- Experience with quantitative portfolio construction methods, investment management, and portfolio analyses.
- Creative, innovative thinker with intellectual curiosity and motivation to learn and grow; drive to design investment processes for the future.
- Strong communication and presentation skills, particularly the ability to translate complex quantitative analysis into clear, practical investment insights.
- Strong technical aptitude and adaptability, with solid programming and database skills, including Python, R, SQL, and BI tools.
- Experience with quantitative portfolio and risk tools such as Barra, Axioma, FactSet, and/or Bloomberg.
- Strong collaboration and influencing skills, with the ability to work across investment teams and build alignment.
- Solid understanding of capital markets dynamics.
- Experience with optimization methods and AI-enabled research tools is preferred.
Education and Experience
- 2-6 years of experience in quantitative investment research (e.g., portfolio optimization, asset allocation) and portfolio construction roles.
- Proven ability and track record of conducting rigorous independent empirical research and a willingness to identify and present new research ideas.
- Strong preference for a graduate degree in a related field (Finance, Engineering, Mathematics, Operations Research, Decision Science, and Computer Science).
- CFA is a plus.
Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $100,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Investment Professionals
Not included in the source posting: benefits.
Skills
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
Read automatically from the employer's posting text. Always confirm with the employer — requirements can change after a job is published.