Job Description: Note: Fidelity will not provide immigration sponsorship for this position.
The Role Fidelity Investments is looking for a Quantitative Equity Research Analyst to join the Equity Quantitative team – a part of the Quantitative Research & Investments (QRI) division. In this role, the analyst will partner with fundamental Equity portfolio managers to provide quantitative analytics for alpha generation, risk management, and portfolio construction. The analyst will conduct research on new alpha sources to enhance existing models, deliver actionable advice on fund positioning and risk drivers, and assist with portfolio construction using optimizations and other systematic approaches.
The Value You Deliver
- Building quantitative factors and models through idea generation and empirical analysis to enhance the investment process of fundamental portfolio managers
- Evaluating large structured and alternative datasets to deliver differentiated sources of alpha
- Providing customized and proactive recommendations to portfolio managers by analyzing portfolio risk exposures, investigating portfolio construction and optimization techniques, and conducting performance attribution
- Assisting portfolio managers with new product development, fund pitches, and client communications
- Actively contributing to the team’s research agenda and taking responsibility for research projects, as well as publishing and distributing research internally
The Expertise and Skills You Bring
- 7+ years of experience in quantitative equity research
- Relevant experience building multi-factor quantitative models employing both linear and non-linear (e.g., machine learning based or GenAI) algorithms
- Deep understanding of equity risk models, including model construction, factor and covariance definitions, factor calculations, and translating output statistics into meaningful information for fundamental investors
- Proven expertise with portfolio construction and optimization techniques
- Working knowledge of applying large language models to extract insights from unstructured data
- Proficiency with programming languages and statistical software (e.g., Python, R, SQL)
- Deep knowledge of various financial and economic databases, such as Compustat, Worldscope, IBES etc.
- Experience with financial packages and portfolio optimization tools (e.g., FactSet, Bloomberg, Barra)
- Master’s degree in quantitative finance, financial mathematics, business administration, computer science, engineering, or the physical sciences
- Ability to think independently with good economic intuition as well as strong presentation and communication skills
The Group QRI is an investments and research division within Asset Management at Fidelity. QRI is responsible for managing and developing quantitative and hybrid quant/fundamental investment strategies and solutions while also providing high quality quantitative, data-driven research to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.
Certifications: Category: Investment Professionals At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
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Quantitative Equity Research Analyst employer: Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is an excellent employer that fosters a diverse and inclusive work culture, where unique perspectives are valued and encouraged. As a Quant Data Ops Associate, you will have access to robust employee growth opportunities and the chance to enhance your skills in a dynamic environment focused on making financial expertise accessible. Located in a vibrant area, our company offers a supportive atmosphere that prioritises both professional development and personal well-being.
