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About the Role
Fidelity Institutional is seeking a Capital Markets Strategist with proven global macro subject matter expertise covering equity, fixed income, and alternative markets. The strategist will serve as the primary client-facing interface to advisor clients, articulating Fidelity’s macro view and its translation into portfolio positioning through various communication mediums. This role involves collaboration with sales, marketing, and relationship management to deliver insights and viewpoints to clients and prospects, aiming to elevate Fidelity's thought-leadership brand, enhance credibility, and increase investment solution market share.
Responsibilities
- Act as the face of our asset management global insights, investment, and asset allocation views.
- Formulate and communicate investment insights and asset allocation positioning on behalf of sales and relationship management associates to clients.
- Create weekly, monthly, and quarterly investment commentary across a range of economic, investment, and geo-political topics.
- Evaluate and respond to market and global events, providing an investment point of view drawing from broader Fidelity and external views.
- Cover a geographical area consisting of approximately a fifth of the US, supporting all sales and relationship managers, and their clients within that territory.
- Translate investment, market, and economic insights into commercial outcomes aligned with investment sales goals as a top five asset manager.
- Collaborate with strong investment professionals in a team environment to bring differentiated points-of-view and insights into a single team narrative.
Requirements
- 10 plus years investment management experience
- Deep knowledge of the capital markets across equities, bonds, and alternatives.
- Experience investing through multiple market cycles.
- Ability to consume and synthesize market data, macro trends, internal and external investment research, and economic data to formulate investment insights.
- Ability to travel 50-75%
- Candidates who are currently domiciled in the assigned region are preferred.
- Fidelity will not provide immigration sponsorship for this position.
- Fidelity's business is governed by various securities and investment laws and regulations which may restrict hiring individuals with certain Criminal Histories.
Skills
- Global macro subject matter expertise
- Client-facing communication
- Articulating macro views and portfolio positioning
- In-person, digital, and written communication
- Collaboration with sales, marketing, and relationship management
- Thought-leadership
- Multi-media presentation skills
- Interacting and influencing external clients (advisors, shareholders, boards of trustees, due diligence analysts, etc.)
- Interacting and influencing internal clients (sales, marketing, relationship management, etc.)
- Creative writing for investment commentary, client presentations, social media posts, and thought-leadership
- Evaluating and responding to market and global events
- Teamwork
Location
- US
Work Type
- Onsite
Experience Level
- 10+ years
Education Level
- CFA or MBA preferred
Salary/Compensations
- $65,000-210,000 USD per year
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement plan
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
About the Company
- Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies.
- The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm.
- Our clients are financial institutions and investment professionals (IPs).
- Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
Equal Opportunity
- 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.