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Fidelity Digital Asset Management (FDAM) is seeking an experienced individual to lead Investment Operations. Establish, maintain, and oversee Fidelity's Digital Asset Management investment operations team.
$262,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are looking for a Senior Quantitative Developer that will be a part of a dynamic and fast-paced development team within Quantitative Research and Investment Technology supporting Fidelity Asset Management Solutions (FAMS) researchers and analysts.
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The role requires a well-rounded professional who possesses a deep understanding of investment research, portfolio management, product development and the investment process. Partner closely with other investment leaders across asset management to facilitate career vitality and mobility and build efficiencies where applicable.
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Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
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Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts.
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In this role you will work directly with clients to help them make investment decisions that are in their best interest. You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each.
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Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire.
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Series 07 - FINRA, Series 63 - FINRA. Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
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Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC or outside Investment Advisors, and Fidelity Personal Trust Company’s trust administration expertise.
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You will perform a qualitative and quantitative analysis of the financial condition of the firm, the products and markets in which the firm is engaged, the firm’s investment strategy, the strength of the firm’s management team and whether there is any reputational risk in doing business with the counterpart.
$169,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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The Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams on various projects including portfolio construction, risk management, and alpha research.
$218,000 a yearExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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We partner with Asset Management’s Advance Strategies and Research team on cutting edge projects including systematic investment strategies, portfolio construction, risk management, alpha research, and generative AI. We build high quality, robust, and highly-scalable solutions that are used to improve Asset Management’s efficiency and decision-making processes.
$262,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients. Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management.
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5+ years of work experience in the investment management industry in a role where quantitative finance and technical skills were required. The team focuses on using quantitative portfolio construction methods to implement new investment ideas and capabilities in millions of client accounts, bridging product development, fundamental and quantitative research, investment management and technology.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago
investment management jobs Company: Fidelity Investments in Chagrin-falls, Ohio
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