Senior Manager, Investment Analysis

Job Description:

The Role:

The FI Organization is seeking an Investment Analyst with knowledge of capital markets, multiple asset classes, and the competitive landscape. The analyst is responsible to enable our field investment strategists' and should therefore be able to clearly articulate Fidelity's POV and how it could translate into portfolio positioning. The analyst will work alongside our desk wholesalers to generate strong sales lift from our clients and prospects. Lastly, the candidate will collaborate with asset & product management resources to influence our product roadmap, develop messaging, and core content to support the asset classes.

• Act as our 'headquarters-based' SME on multiple asset class investments to work alongside specialist and sales team on client pitches, product positioning and sales campaigns
• Taking part in the creation of core content for prospecting clients, providing business development support for generating new business, and materials for on-going client reviews in a compliant manner
• Build and maintain strong knowledge of current economic and market conditions through monitoring of financial industry media. As an Investment analyst, the individual should be able to offer actionable insight and information on markets in order to establish oneself as a valued resource

• Bachelor's degree required. MBA or equivalent graduate degree a plus.
• CFA, or progress towards, desirable
• 3+ years of sales or product experience preferably some in different asset class investments
• Series 7 and 63 licenses required upon hire
• Maintains strong communication, presentation and interpersonal skills
• Must have working knowledge of Fidelity and/or competitive products
• Excellent time management and organizational skills are critical to success
• Proven ability to successfully build and manage relationships with Advisors
• Demonstrated ability to implement and apply needs-based selling techniques and strategies
• Track record of successful client interaction and follow-up are required
• Ability to build internal partnerships and relationships in a team environment