Sma Option Overlays Portfolio Manager - Boston, United States - Fidelity Investments

Fidelity Investments

Verified Company

Boston, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Group

With roughly $700 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients.

The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, managed-volatility strategies and other custom institutional solutions.

FAMS is also developing and managing a range of cross-asset liquid alternative strategies, including, risk parity, global macro-opportunities, arbitrage products, and option-based hedging strategies.

The Role

You will become a key member of the SMA Option Overlay group responsible for designing, building, and managing the Option Overlay Platform.

You will play a key role in developing net new capabilities, drive required technology development, and develop partnerships across the organization.

You will work with the Asset Management Technology group to define requirements, develop use cases, test and validate capabilities built and approve ongoing development.

Ultimately you will use the platform to manage option overlays for customers across different distribution channels.

The Value You Deliver

Work with a small team to deliver a scaled option overlay capability for Fidelity clients
Work with business partners in distribution to develop strategies, processes for customer on boarding, sales support and ongoing management
Act as a key partner with product teams and investment leadership on product roadmaps and prioritization
Work collaboratively across the FAMS option overlay team, broader derivative team as well as Asset Management and distribution partners

Education and Experience You Have

10+ years of relevant work experience
Advanced degree in Finance, Statistics, Applied Mathematics, Physics, Computer Science, Engineering, or a closely related field is encouraged
CFA a plus

The Expertise and Skills You Bring

Prior handson experience running systematic option strategies
Demonstrated experience in building technology and leading a project team
Collaborative self starter who is comfortable working on a small team and playing multiple roles
Practical understanding of option markets and optiontrading complexities
In depth knowledge of the quantitative investment process including methodology selection, data collection and analysis, testing, prototyping, backtesting, and performance monitoring
Comfort with modern technology and architecture and working with technology teams
Deep understanding of the portfolio construction

Leadership Competencies You Are Expected Demonstrate

Ability to think strategically to enable working in and across a heavily matrixed organization
Credible and professional presence to interact effectively with investment professionals at all levels of experience, as well as with the external marketplace
Great attention to detail and strong analytical skills
High integrity, great work ethic, humility, strong interpersonal skills, and teamcentered orientation

Values
The following values are considered to be fundamental to the way in which our company operates:

Accountability
Enthusiasm
Integrity
Teamwork
Respect

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, 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—we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.

Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.