Description
Alternatives Investment Reporting Analyst
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Alternatives Investment Reporting Analyst to work in Smithfield, RI!
Job Description:
The FI Organization is seeking an Investment Reporting Analyst with strong excel skills and knowledge of various 3rd party financial applications (e.g., Morningstar, MPI Stylus, Fi360, etc.). The analyst is responsible for responding to client and sales requests related to product comparisons across various characteristics and metrics. The analyst will partner and collaborate with our desk wholesalers to generate reports to aid in client education and decision-making across product types and asset classes.
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
The Expertise You Have
- 2+ years of investment, analysis, or product experience
- Experience with Morningstar, Bloomberg or MPI Stylus
- Excel skills
The Skills You Bring
- Maintains excellent communication and interpersonal skills
- Excellent time management and interpersonal skills are critical to success
- Demonstrates detailed and high-quality completion of work
- Proven ability to successfully build and manage relationships with business partners
- Track record of successful interactions and follow-up required
- Ability to build internal partnerships and relationships in a team environment
The Value You Deliver
- Leverage financial reporting software to build investment and portfolio analytics reporting that help clients to make investment decisions.
- Help our sales and relationship management teams build more positive relationships with their financial advisor clients.
COVID Work Policy
Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.
Dynamic Working – Post Pandemic
Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.
Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.
The hourly pay rate range for this position is $20 to $35 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
