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Squad Leader, Portfolio Construction Solutions

Fidelity TalentSource LLC

Posted on: 17 Mar 2024

Job Location: Boston, US

Job Description:

Job Description:
The Role
Do you want to make a difference in our customers lives and be part of a highly collaborative, cross-functional team committed to improving the value of Fidelity s Wealth Management advice driven investment solution offerings within Fidelity Institutional s (FI) Portfolio Construction Solutions team?
We are looking for a Squad Leader who will join our Portfolio Construction Solutions team and will be accountable for implementing the development of the portfolio construction platform to support model portfolios and analytics tools.
The platform features will not only be used by members of the Portfolio Management team but also by Investment Specialists, Regional Directors, Relationship Managers, etc. in discussions with external clients. The scope of this platform includes integration with risk modeling, optimization, manager research, financial planning engine and internal & external trading applications.
You will bring experience leading technology initiatives combined with strong domain expertise in portfolio construction.
You will ultimately empower and guide a team of technologists that enables and improves the delivery of model portfolio construction & analytical tools, thus helping to build an Integrated Portfolio Construction solution.
Your responsibilities include:
* Owning the end-to-end management of driving a roadmap, aligning priorities, conveying vision, and articulating an end-state experience for portfolio construction applications
* Delivering on Squad Leader responsibilities such as translating business objectives into strategy and approach, prioritizing backlogs and sprints, defining the business process and KPIs, and owning vendor relationships
* Assisting with the development and oversight of a robust portfolio construction platform and data environment
* Collaborating and coordinating with Chapter Leaders, Scrum Masters, Engineers, and UX designers and enabling squad member growth, development, and learning
* Establishing a track record of contributing to high-performing, Agile teams
* Collaborating across the organization to ensure the platform meet the needs of all stakeholders and ensuring product strategies are integrated
* Ensuring the platform enables scalable development and management of multi-asset class, open architecture model portfolios
* Working with partners and peers to determine the appropriate integration options (e.g., risk models, optimizers, trading applications) for use on the portfolio construction platform and analytics engine
* Support the business case and rationale for new features and innovations
* Making informed trade-off decisions to strike the right balance between quality, cost, and timelines
The Expertise and Skills You Bring
* Bachelor's degree in a technical discipline (e.g., Finance, Computer Science, Mathematics) or equivalent work experience
* Proven experience overseeing and building technology infrastructure used in the portfolio construction process
* Strong working knowledge and expertise with portfolio construction techniques, demonstrating knowledge of different risk models, optimization approaches and quantitative portfolio construction methods
* Deep knowledge and familiarity with portfolio analytics like risk and return, asset exposure, performance for instruments like mutual funds, ETFs, stocks, and bonds
* Proven ability and working experience with investment data and building systematic solutions
* Extensive experience acting as a product owner across multiple and different product lifecycles
* Proven leadership skills and experience inspiring others
* Highly effective interpersonal and teamwork skills that enable the cultivation of relationships across investment, technology, distribution, and other teams across Fidelity
* Ability to think strategically and work with colleagues across Fidelity to develop and resource multi-year plans
* Continuously improve and encourage an Agile way of working
* Excellent oral and written communication skills
The Team
The mission of this dynamic Portfolio Construction Solutions team is to enable FI to provide advice driven investment solutions through high-value products, tools, and thought leadership insights. The FI Portfolio Solutions team comprises the following groups: Portfolio Engineering, Investments Manager Research, Portfolio Construction Guidance; and Portfolio Construction Tools & Analytics. The Teams work together to propel our clients wealth management strategies with the best of Fidelity and our third-party asset management partners.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!\u00A0 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.\u00A0 Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at
[email protected] (\u0022mailto:[email protected]\u0022) or call
800-###-#### , prompt 2, option 2 if you would like to request an accommodation.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a
Glassdoor Employees Choice Award (\u0022 , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C
Dynamic Working (\u0022 \u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document (\u0022 , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at
fidelitycareers.com (\u0022 .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
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, contact the HR Accommodation Team by sending an email to
[email protected] (\u0022mailto:[email protected]\u0022) , or by calling
800-###-#### , prompt 2, option 3.

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