Investment Manager

Company: Soteriare
Location: Boston
Posted on: March 19, 2025

Job Description:

With over one trillion dollars in assets under management in a blend of Fidelity and third-party investment vehicles, Fidelity's Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions includes managed accounts, financial planning frameworks, and custom solutions.Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity's Portfolio Advisory Services and through Fidelity's Wealth Management Advisory Services. We construct and manage asset allocation portfolios for over 3.5 million customer accounts.Strategic Advisers is looking for an Investment Manager to join the Client Investment Risk Management (CIRM) team in our Boston office. The CIRM team monitors unintended investment risks in millions of customer accounts to ensure client outcomes match intentions and no portfolio is left behind. This team is responsible for the impact analysis and remediation whenever issues arise that could affect SAI's client accounts.Primary Responsibilities

• You will play a significant role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies, optimized participant level portfolios, and unified managed household assets in retail and workplace accounts.
• You will collaborate with many business partners to enhance our independent bottom-up risk framework for all managed account products.
• You will combine investment expertise with a high degree of technical proficiency to provide tax-sensitive, customized management of multi-asset class portfolios to our clients.
• You will also develop tax-aware transition strategies for high-net-worth clients.
• Work within the Portfolio Engineering group to prototype and provide technical design requirements for innovative approaches to analyze and monitor client portfolio investment risk and characteristics.
• Collaborate with other parts of SAI and Fidelity, including Business Oversight, Portfolio Management, Research, Technology, and Operations to improve our process of managing client investment risk.
• Partner with SAI's embedded Data Scientist team to develop next generation of risk prediction and management programs via AI and Machine Learning.
• Lead the end-to-end issues remediation process and collaborate with compliance, legal, business risk, operation, and investment teams to handle complex service recoveries.
• Communicate CIRM's vision and process to business partners across the organization.
• Manage individual client portfolios consistent with Strategic Advisers' investment philosophy and the unique personalization of each client portfolio. Implement investment strategies based on market movements, tax management opportunities, changes in model portfolio or investment choices.
• Apply analytical and problem-solving skills to efficiently implement sophisticated portfolio construction across multiple account registration types while being able to decipher and clearly understand the impacts on investment risk and return characteristics.
• Create and manage hypothetical first trade analysis for individual client portfolios consistent with Strategic Advisers' investment philosophy and unique client portfolio characteristics.
• Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction, and business cycle positioning to achieve superior pre- and after-tax returns consistent with the SAI's investment philosophy.
• Present detailed investment processes, philosophies, and capital market dynamics to internal colleagues and potentially external clients.
• Craft customized communication incorporating analysis on performance attribution, portfolio positioning, and market review for specific client portfolios.
• Monitor and carry out fiduciary responsibilities with a high level of integrity.Experience and Education
• Degree in Finance, Economics, Accounting, Computer Science, Data Science, or Engineering. Graduate degree preferred.
• Five to ten years investment experience in research, portfolio management, trading, risk management, or technology development in these fields.
• Experience with AI/Machine Learning algorithms and implementation is a plus.Skills and Knowledge
• Strong skills in SQL and data visualization via Tableau or Power BI. Python or R programming skill is a plus.
• Understanding of portfolio theory and quantitative portfolio construction techniques in a taxable environment.
• Ability to operate in a fast-paced environment with excellent attention to detail, strong analytical skills, a creative approach to problem solving, and the ability to multi-task.
• Proven ability to communicate and work effectively in a highly team-oriented environment.LocationBoston, MAFidelity Investments is an equal opportunity employer.
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Keywords: Soteriare, Boston , Investment Manager, Executive , Boston, Massachusetts