Research Associate

Job Description:

The Role

Reporting into Director of Research, the Research Associate will be a member of the Fidelity Institutional Wealth Adviser (FIWA) Research team, responsible for research and analysis of mutual funds, separately managed accounts and other investment vehicles. In addition to meeting with investment managers and writing and presenting research reports, the Research Associate will also be responsible for the batch production of internal and external facing materials, assisting with team projects and crafting market and client presentations.

The Expertise and Skills You Bring

• Bachelor’s Degree

• 1 year relevant experience preferred

• Expertise in holdings-based and returns-based analytical tools (Morningstar, Factset, eVestment) preferred

• Proficient in Word, Excel and Powerpoint

• Detail oriented

• Ability to manage time effectively and meet concurrent and frequent deadlines

• Note: Fidelity will not provide immigration sponsorship for this position.

The Team

FIWA Research team provides superior fund analysis and investment thought leadership to the Fidelity Workplace Investing and Fidelity Institutional client-facing teams, as well as institutional clients including retirement plan sponsors and investment advisors. The FIWA Research team prepares and distributes analysis of fund performance and investment strategies to Fidelity's institutional clients.

Certifications:

Category:

Fund and Research Analysis

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.