- Fidelity TalentSource LLC (Merrimack, NH)
- …to be addressed to develop and/or deepen relationships with consultantsWork with our Investment Portfolio Managers and sales teams to define prospect targets, ... will cultivate relationships with the research teams and field offices of investment consultants to elevate Fidelity s institutional brand and develop conviction in… more
- Fidelity TalentSource LLC (Boston, MA)
- …team. \u00A0The investment team designs and executes liability-driven investment strategies, portfolio construction, and repositioning to support the ... management of asset portfoliosMBA / Master s degree in relevant fieldMulti-asset portfolio management and investment strategy structuring experience within an… more
- Fidelity TalentSource LLC (Boston, MA)
- …assisting in representing the investment team to communicate the investment process, investment philosophy, portfolio construction, positioning, ... Job Description:The RoleAs key members of the Managed Account Investment Product team we are responsible for partnering with investment and distribution partners… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …for leverage loan portfolios. The position requires close interaction with portfolio managers, traders, legal, compliance, investment services, third party ... Job Description:The Role:The Senior Analyst, CLO Investment Services will work to enhance the operational...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleWe are seeking a VP, Systematic Liquid Alternatives Portfolio Construction Technology to join our Quantitative Research & Investments ... role will be responsible for designing and developing new systematic portfolio construction / implementation applications and technologies for liquid alternatives… more
- Fidelity TalentSource LLC (Boston, MA)
- … reallocation processes, including building model portfolios, evaluating portfolio characteristics, formulating investment recommendations, collaborating with ... cultivate an environment that encourages inclusivity, innovation, and cross-team collaboration. Investment Oversight: Lead the development of custom-built portfolio… more
- Fidelity TalentSource LLC (Westlake, TX)
- …intelligence tools like PowerBI, support ad hoc analysis related to the tech portfolio , unlocking insights for senior leaders on investment benefits / ROI, ... Job Description:The Sr. Manager of Portfolio Analysis & TBM reports to the head...others analyze and interpret the results, and Leading the investment planning for quarterly tech reviews (QTRs) and annual… more
- Fidelity TalentSource LLC (Durham, NC)
- …or a related field is preferred 2-3 years of experience in investment / portfolio operations Experience in the financial services industry, specifically money ... Alternative Investments Operations Associate Fidelity TalentSource is your destination for discovering...role you will be a member of a broader Investment Operations team and be responsible for supporting the… more
- Fidelity TalentSource LLC (Boston, MA)
- …divisions at FidelityMentorship from senior research analysts and associatesExposure to Portfolio Managers and investment thought leaders MentorshipEach intern ... Job Description:Summer 2025 Strategic Advisers Inc. (SAI) Fundamental Research Associate Internship The DepartmentStrategic Advisers, LLC (Mutual fund analysis and… more
- Fidelity TalentSource LLC (Boston, MA)
- …to day-to-day legal issues as they arise. You will work closely with portfolio managers, traders and communicate regularly with investment banks, trustees, and ... is seeking to hire a finance attorney to join the Asset Management Portfolio Management and Transactional Support Legal team supporting the Fidelity High Income and… more
- Fidelity TalentSource LLC (Boston, MA)
- …to day-to-day legal issues as they arise. You will work closely with portfolio managers, traders and communicate regularly with investment banks, trustees, and ... is seeking to hire a finance attorney to join the Asset Management, Portfolio Management and Transactional Support Legal team supporting the Fidelity Fixed Income… more
- Fidelity TalentSource LLC (Westlake, TX)
- …cross business unit operational activities required for the implementation of new investment products or investment capabilities. Our team is responsible for ... research, designing implementation playbooks, and coordinating product launch and portfolio configuration programs each with diverse size, scope, and complexity.… more
- Fidelity TalentSource LLC (Boston, MA)
- …review (with analyst support). The Expertise and Skills You BringPartner with investment and operations teams on portfolio management and oversight of ... review projections and understand business implicationsGravitas to engage with portfolio company management, investment partners and senior executivesExcellent… more
- CohnReznick LLP (Los Angeles, CA)
- …everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our Los Angeles or Woodland Hills, CA office with ... capital, hedge, real estate, cannabis, private credit, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem… more
- Fidelity TalentSource LLC (Boston, MA)
- …within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, ... RoleAs one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will… more
- Creative Financial Staffing (New York, NY)
- Wealth Management Associate About our client: Our client is a boutique investment management firm located in Manhattan. They are working with high-net worth ... Retirement account questions Assist the owner with managing and administering the portfolio accounts Keep the Founder on track. flag urgent matters, assist with… more
- Fidelity TalentSource LLC (Chicago, IL)
- … management team, the timing of cash calls. Board and regulatory reporting investment and commentary review.Linkage between portfolio managers and all internal ... will bring strong subject matter expertise in a variety of credit investment products, leverage modelling, third party negotiations and will partner with Fidelity… more
- Fidelity TalentSource LLC (Boston, MA)
- …RoleStrategic Advisers Advisor Oversight Team partners closely with Fidelity s investment management teams and key stakeholders to identify and mitigate risks ... associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …investment process. \u00A0Build robust quantitative tools to aid all aspects portfolio analysis and construction.Collaborate closely with other investment and ... the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative,… more
- Fidelity TalentSource LLC (Chicago, IL)
- …significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and ... for future goals and cash flow needs through a sound and efficient savings, investment , and tax strategy. The Expertise\u00A0We re Looking ForSeries 7, 63, 65, 66… more
