Investment Analyst

Job Description:

Do you have an analytical background with a passion for investing and Portfolio Management? Do you enjoy Working with Sales and Client Teams? As part of the Investment Services Support team, your input and analysis may help millions of 401k participants retire and live well in their retirement.

The Expertise We're Looking For

• Minimum 2+ years investment industry experience or equivalent
• Bachelor's Degree Required
• Progress towards MBA or CFA preferred

The Purpose of Your Role

The investment analyst is critical to ensuring that all of the investment needs of Fidelity's Corporate and Tax-Exempt Sales Organizations are met. This role encompasses responsibility for providing investment analysis to the prospect-facing team of account executives, investment strategist organization, and the outside consultant community. Intimate knowledge and objective analysis of both Fidelity and non-Fidelity products and industry trends is essential. Analysis could include investment information, fund mappings, 401(k) plan design commentary, and competitive mutual fund analysis for ultimate use by the plan sponsor and 3rd party consultant.

The Skills You Bring

• You have proven time management skills and are a hard worker.
• Your analytical skills and in-depth knowledge of investment statistics are one of your biggest strengths.
• You have outstanding communication skills both oral and written
• You have strong organizational skills and an ability to juggle multiple projects simultaneously
• You thrive in a work environment that is deadline driven
• You are able to work independently and take initiative without explicit direction balanced with the ability to work as a contributing member of the Sales Support team
• You have a strong understanding of the internal and external economics of our business and the regulatory environment impacting our business.

The Value You Deliver

• Responsible for all investment related information with Core market Request for Proposals (RFPs), and Presentations, including strict adherence to the integrity of the investment data and information thereby protecting the organization's reputation.
• Crafting investment materials (Investment Proposals, fund comparisons, plan redesign, custom responses to RFP investment and fee related questions) to assist the plan sponsor and 3rd party consultant decision making process Investment Proposals.
• Responsible for Investment Strategist support with basic ad hoc and client reporting requests.
• Attending internal and external quarterly Portfolio Manager Meetings and internal product and service updates (e.g. advice & guidance products)
• Continuing education to ensure knowledge of internal and state/federal regulatory compliance standards.

How Your Work Impacts the Organization

Investment Services (IS) Support is responsible for all investment related information for all WI Request for Proposals (RFPs), and Client Investment Presentations. The Investment Analyst crafts investment materials to assist the plan sponsor and 3rd party consultant decision making process. Work product includes - Investment Proposals, fund comparisons and plan redesign ideas. In addition, custom investment and fee related content is often required.

The base salary range for this position is $60,000-115,000 USD 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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

Investment Operations

Client-provided location(s): Boston, MA

Job ID: Fidelity-2121840

Employment Type: OTHER

Posted: 2025-12-20T18:44:51