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Squad Leader, Portfolio Construction Tools \u0026 Analytics

Company: Fidelity Investments
Location: Smithfield
Posted on: September 19, 2023

Job Description:

Job Description:The RoleThe Squad Leader, Portfolio Construction Tools & Analytics, is accountable for implementing the development and maintenance of analytical tools used in the portfolio construction process. These tools will be used by not only members of the Fidelity Institutional Wealth Adviser (FIWA) Investment team but also partners across Fidelity Institutional (FI) in discussions with external clients. They will include platforms for research, risk modeling, and optimization and include oversight of a data environment that enables those platforms; as such, the Squad Leader will bring experience leading technology initiatives combined with expertise in portfolio construction. Ultimately, you will empower and guide a team of technologists that enables the FIWA investment team and improves the delivery of portfolio construction guidance to clients.
A successful candidate will:

  • Own the end-to-end management of driving a roadmap, aligning priorities, conveying vision, and articulating an end-state experience for portfolio construction applications
  • Deliver on Squad Leader responsibilities such as translating business objectives into strategy and approach, prioritizing backlogs and sprints, defining the business process and KPIs, and owning vendor relationships
  • Assist with the development and oversight of a robust portfolio construction data environment and platform for use both internally and externally
  • Provide guidance to teams of developers, engineers, and UX designers
  • Collaborate across the organization to ensure tools meet the needs of external clients and engagements with those clients
  • Ensure the platform enables the scalable development and management of multi-asset class, open architecture model portfolios
  • Work partners and peers to determine the appropriate analytical engines (e.g., risk models, optimizers) for use on the platform
  • Collaborate with members of the research team to build a manager research environment that seamlessly combines fund data (e.g., holdings, exposures, performance, alternative-specific strategies) with note publication tools
  • Streamline existing tools
  • Ensure robust data quality checks are in place to enable the use of all toolsThe Expertise and Skills You Bring
    • Experience overseeing and building technology infrastructure used in the portfolio construction process
    • Proven leadership skills and experience inspiring others
    • Extensive experience acting as a product owner across multiple and different product lifecycles
    • Highly effective interpersonal and teamwork skills that enable the cultivation of relationships across investment, technology, distribution, and other teams across Fidelity
    • Excellent oral and written communication skills
    • Ability to think strategically and work with colleagues across Fidelity to develop and resource multi-year plans
    • Expertise with portfolio construction techniques, demonstrating knowledge of different risk model and optimization approaches
    • Familiarity with the agile technology management frameworkThe TeamThe Fidelity Institutional Wealth Adviser (FIWA) Investment team comprises the following groups: Equity, Fixed Income, Multi-Asset, ESG, and Alternative Investments Manager Research; Portfolio Engineering; and Portfolio Construction Tools & Analytics. The teams work together to support Fidelity Institutional s (FI) strategic goals while partnering with external asset management companies.Certifications:Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling \u0022.\u0022We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Woonsocket , Squad Leader, Portfolio Construction Tools \u0026 Analytics, Professions , Smithfield, Rhode Island

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