Senior Manager, Portfolio Strategist

Fidelity Investments

Senior Manager, Portfolio Strategist advising institutional clients on asset allocation and portfolio construction. Collaborating with internal teams to deliver insights and solutions for better portfolios.

Posted 6/12/2026full-timeWestlake • Rhode Island, Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.
Synthesize the best of Fidelity’s intellectual capital and incorporate thought leadership into portfolio construction.
Gain a deep understanding of Fidelity’s business cycle framework and asset allocation views from our Asset Allocation Research Team (AART).
Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments.
Distill investment and market insights and establish a sound grasp of Fidelity’s investment approach through quarterly meetings with Fidelity’s top portfolio managers.
Advance market commentary, asset class and sector strategy, and macro views from Fidelity’s Capital Market Strategy Group (CMSG).
Collaborate with Portfolio Strategists, deliver on the needs of recurring clients, and complete ad hoc projects.
Communicate key findings & actionable guidance in a clear, concise & inspiring manner.
Be receptive to mentorship from leadership and team members.
Work alongside business partners in investment product & distribution, macro strategy, investment sales, custody & clearing relationship management.

Requirements

What you’ll need

3+ years' relevant work experience.
Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable.
CFA charterholder or progression toward the CFA designation.
FINRA Series 7 & 63 licenses required within four months of joining.
Proven investment acumen, with the ability to respectfully challenge others' investment views.
Solid understanding of the mutual fund and ETF landscape.
Dynamic problem solver capable of independently completing complex portfolio analyses.
Strong sales communication & writing skills, including translating complex quantitative investment analysis into relevant, actionable investment solutions.
Developer of positive relationships with select internal & external partners.

Benefits

Comp & perks

Fidelity will not provide immigration sponsorship for this position.
Health insurance
Retirement plans
Paid time off
Professional development opportunities

ATS Keywords

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Hard Skills & Tools

portfolio constructionasset allocationmanager selectioninvestment analysisinvestment guidanceportfolio decision-makingcomplex portfolio analysesmutual fundsETFsinvestment solutions

Soft Skills

communicationproblem solvingrelationship buildingmentorshipcollaborationwriting skillsdynamic thinkingrespectful challengeclear guidanceinspiration

Certifications

CFA charterholderCFA designationFINRA Series 7FINRA Series 63