AM Quantitative Analyst II

• Maintains and improves infrastructure related to the investment process.

• Collaborates closely with other investment and technology professionals within the division.

• Explains complex quantitative concepts to non-technical people.

• Develops, articulates, and effectively communicates investment recommendations supported by a comprehensive and thoughtful research process.

• Informs investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

• Evaluates and compares the relative quality of various securities in a given industry.

• Recommends investments and investment times to companies, investment firm staff, or the public, and presents oral or written reports on general economic trends, individual corporations, and entire industries.

• Conducts quantitative analyses of information affects investment programs of public or private institutions.

Education and Experience:

Bachelor's degree (or foreign education equivalent) in Financial Engineering, Engineering, Accounting, Economics, Quantitative and Computational Finance, Statistics, Mathematics, or a closely related field and five (5) years of experience as a AM Quantitative Analyst II (or closely related occupation) performing quantitative analysis supporting portfolio management and trading desks within an asset management and investment products environment.

Or, alternatively, Master's degree (or foreign education equivalent) in Financial Engineering, Engineering, Accounting, Economics, Quantitative and Computational Finance, Statistics, Mathematics, or a closely related field and three (3) years of experience as a AM Quantitative Analyst II (or closely related occupation) performing quantitative analysis supporting portfolio management or trading desks within an asset management and investment products environment.

Or, alternatively, PhD (or foreign education equivalent) in Financial Engineering, Engineering, Accounting, Economics, Quantitative and Computational Finance, Statistics, Mathematics, or a closely related field and no experience.

Skills and Knowledge:

Candidate must also possess:

• Demonstrated Expertise ("DE") processing and aggregating market data from Bloomberg QMGR and TRACE; and building statistical models using SQL and Python to estimate ex-ante cost to trade fixed income securities.

• DE evaluating credit risk, current bid-offer volumes, costs to trade, and overall portfolio positioning constraints; and building optimization modules in Python to recommend potential trades for portfolios.

• DE building risk monitoring tools using Python, Dash, SQL, and Excel to analyze and report the overall credit and liquidity profile of portfolios of fixed income securities.

• DE building reports to assess execution quality of trades, implementation costs and its impact to fund performance using Python, Dash, and SQL.

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Certifications:

Company Overview

Fidelity 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 Us

At 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 Accommodation Team by sending an email to accommodations@fmr.com.