JOE Listings (Job Openings for Economists)

August 1, 2015 - January 31, 2016

Fidelity Investments

This listing is inactive.
Fixed Income
Fixed Income Portfolio Analyst

JOE ID Number: 2015-02_111455147
Date Posted: 01/03/2016
Date Inactive: 01/31/2016
Position Title/Short Description
Title: Fixed Income Portfolio Analyst
Section: Full-Time Nonacademic
Location: Merrimack, New Hampshire, UNITED STATES
JEL Classification: C -- Mathematical and Quantitative Methods
Full Text of JOE Listing:

The Portfolio Analyst will develop quantitative techniques, models, and tools to support and enhance the investment process used to manage Fidelity’s mutual funds and client accounts, particularly those focused on liability-driven investing.

• Monitor, measure, and attribute portfolio risks and returns
• Design custom benchmarks to satisfy client objectives
• Create model portfolios to aid investment implementation and team communication
• Harmonize the composition of portfolios having similar client mandates
• Build tools and generate reports needed to help optimize portfolio structure
• Present technical concepts and results in a way that is easy to understand
• Make investment recommendations and clearly explain the underlying rationale

• Deep understanding of applied mathematics and statistics is required. Specifically, proficiency in stochastic processes, linear algebra, optimization theory, numerical methods, and statistical analysis is needed
• Knowledge of fixed income securities and valuation, as well as work experience within the fixed income domain, is required
• Demonstrated experience and expertise in problem solving is required. A good working knowledge of Matlab, Excel/VBA, and relational databases is a strong plus
• Very strong interpersonal skills and a desire to work in a team environment are critical

Application Requirements:
  • Application Instructions Below
Application deadline: 01/31/2016
Application Instructions:
Please go to and search for job number 1513758. An application can be created here and resume can be uploaded.