The Department

With over $800 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation solutions for institutional and retail clients. The range of investment solutions includes target date funds, target allocation funds, income and real return strategies, managed volatility strategies, alternative investment, and custom institutional solutions.

The Team

The Asset Allocation Research Team (AART) consists of 12 members in Boston, Massachusetts under the leadership of the Managing Director of Research. The team leverages quantitative, qualitative, economic, and market insights to provide robust, research-based recommendations to investment teams across the Asset Management division of Fidelity Investments. With diverse backgrounds in economics, finance, political science, engineering and math disciplines, the primary focus of the research team is providing strategic and dynamic asset allocation insights for Fidelity Asset Management Solutions (FAMS) and Strategic Advisers (SAI). The team also produces thought leadership and broad asset-class positioning and insights to the broader Fidelity asset management community and to Fidelity’s clients and distribution channels.

The Role

Reporting to the Managing Director of Asset Allocation Research, the research analyst will be a primary contributor to AART’s cyclical macro research that produces active asset allocation recommendations. An important responsibility is running AART’s core U.S. business cycle models. A strong knowledge of econometrics, business cycle economics, and leading indicators is essential. Familiarity with multi-asset investing and financial market analysis is valued. The position is located at the company’s headquarters in Boston, Massachusetts.

Qualifications

Demonstrated understanding of economics, including relevant degrees (M.S. in Economics, CBE preferred) and at least five years of applied experience using analytical tools to develop economic, financial, or investment conclusions.

Deep understanding of cyclical economic drivers, and an ability to use econometrics, quantitative techniques, and other technical skills to support analysis and produce repeatable outcomes with meaningful conclusions.

Demonstrated ability to think critically and across multiple dimensions.

Ability to translate analytical approaches into clear conclusions and connect them to asset-allocation views and investment recommendations.

Demonstrated ability to conduct both independent work and collaborate across teams.

Experience providing updates, both written and verbal, that communicate research conclusions.

Skills / Knowledge

Ability and confidence to work effectively in both independent and group settings.

Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs.

Outstanding written and verbal communications skills.

Team player with excellent interpersonal skills and a proactive work ethic.

Strong intellectual curiosity and interest in global events, history, economics, and finance.

Values

The following values are fundamental to the way in which our company operates:

Accountability              

Enthusiasm

Integrity

Teamwork                    

Respect

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.