Job Description:
The Role
Fixed Income Quantitative Research Services provides analytic solutions and data management services to teams in quantitative research, portfolio management, and senior leadership roles across Asset Management. This specialized team leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with single security fixed income analytics, multi-factor model risk forecasting, big data analytics, and performance attribution. Together with their partners in the technology and research divisions, members of this organization work as an integral part of small project teams to deliver innovative data visualization and analytic tools capable of illustrating current and time series investment themes, portfolio exposures, and factors driving fund performance. In addition to their project work, associates are also responsible for the oversight, maintenance, quality assurance and operational support of analytic and reporting environments to ensure timely and accurate investment intelligence is delivered for direct use within the portfolio management process.
The Expertise and skills you bring
A Bachelor’s degree in finance, math, accounting, engineering, or computer science. Master’s Degree and/or CFA Charter are strongly desired.
3 plus years of experience in an investment data analytics capacity with a focus on Fixed Income.
Demonstrated history as a top performer working in a data analysis role where technical skills were required.
Successfully led small to medium sized projects in a fast-paced environment.
Develop deep understanding across all aspects of Fixed Income quant research including model construction, factor definitions, factor calculations, security analytics and translating output statistics into meaningful information used within the portfolio management function.
Perform business, systems, and data analysis, process design, and acceptance testing across projects that require new research content, investment analytics, and/or produce additional reporting capabilities for investment professionals.
Oversee daily/weekly/monthly production reporting cycles across the analytic environments. Ensure all required input data is available, processes run successfully, statistical output is accurate, and reports are generated properly.
Respond to ad-hoc data analysis requests in support of projects performed by Quantitative Research Analysts in addition to frequent high priority inquiries from other senior investment professionals.
Contribute to the continued development and incorporation of non-traditional and/or unstructured data as well as data science applications to enhance the research and investment process.
Advanced level SQL and ability to traverse a wide array of database schemas across diverse content sets.
Experience programming in Python or R with the ability to develop customized quantitative tools.
Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities.
Familiarity with quantitative analytics, including fund and index performance measurement, predictive risk modeling, alpha research, stock selection models, and performance attribution.
Hands-on project leadership skills with the drive to complete projects as a part of small teams within an extremely fast paced environment. Capability to liaise with investment professionals to gather requirements and manage deliverables of technical development teams.
Working knowledge of fixed income securities, corporate actions, financial statement analysis, street estimates, pricing and performance data.
Highly proactive, collaborative and self-motivated with the ability to meet objectives under minimal supervision.
Strong written and verbal communication; able to communicate effectively with key stakeholders on deliverables
Experience with BarraOne and Bloomberg is a plus.
The Team
As part of the Fixed Income Quant Services team, you will work on improving the analytics and risk platform as well as quant processes by collaborating across teams and driving the engagement. You will leverage your strong technology and domain skills to understand business requirements, partner with quant analysts in testing model prototypes and work with technology partners in driving the implementation of said models. You will also use your analytical skills to actively monitor the quality of the security and fund level analytics and reports.
Certifications:
Category:
Data Analytics and InsightsMost 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Hybrid work schedule
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 all business days of every other week in a Fidelity office.
Applicant screening
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 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.