Fidelity Investments Director, Investment Product in Boston, Massachusetts
The Investment Product Group plays a key role in the company, partnering closely with our asset management and distribution channel colleagues, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of our retail, intermediary, and institutional clients.
We currently have an open Boston-based role at the director level. This role will focus primarily on our equity strategies with additional coverage of a set of actively-managed sector/industry funds.
TheExpertise We’re Looking For
7 years of experience working in the financial services industry. Current team members have a range of investment-focused product, consulting, fund research, or client-facing backgrounds.
You have knowledge of and interest in investments, specifically in factor investing, and equity strategies.
You have deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.
Strong educational credentials; CFA, MBA or equivalent graduate degree preferred.
ThePurpose of Your Role
In this role you will be responsible for product development, management, strategy, and advocacy for our a lineup of factor and sector strategies. You will partner with the investment teams and portfolio managers to understand and articulate factor index methodology, investment approaches and positioning across a range of strategies. You will contribute to ongoing product strategy for assigned products. Additionally you will help to drive innovation and new product development to ensure that the product line continues to meet evolving customer needs.
TheSkills You Bring
You are a strategic thinker with a passion for investment products and a deep understanding of the evolving competitive environment.
You are a great teammate and have a track record of collaborating with others to meet customer needs and deliver business results.
You have a strong investment background with an understanding of equity investment strategies.
You are a highly effective communicator with excellent writing, presentation and interpersonal skills. You can clearly articulate complex investment topics.
You have experience with ETFs, mutual funds, and institutional vehicles.
TheValue You Deliver
Acting as a subject matter expert (SME) you will be called upon to provide responses to detailed questions from distribution channel partners and client-facing teams.
Analyzing portfolio positioning and results.
Creating and enhancing investment content for product positioning in collaboration with investment teams and marketing.
Presenting factor index methodology, investment philosophy, process, resources, and results to internal and external clients.
Researching product development opportunities and developing business cases to support new product initiatives.
Contributing to various cross-team projects.
How Your WorkImpacts the Organization
The Director will help drive business strategy to retain and grow assets for the equity product line across Fidelity.
At Fidelity, we are focused on 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. For information about working at Fidelity, visitFidelityCareers.com
/ Fidelity Investments is an equal opportunity employer. /
Job: *Investment Support
Title: Director, Investment Product
Requisition ID: 1810026