Senior Financial Analyst – Global WAM – Private Markets
Manulife
Oracle
Director – Investment Product
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • Massachusetts, New Hampshire • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- In this role, you will work on a variety of projects and initiatives in the areas of product strategy, development, management and advocacy for Fidelity’s active and indexed quantitative fixed income business
- You will partner with the investment teams and distribution channels to play a critical support function for Fidelity’s investment product offerings
- You will contribute to all parts of the product lifecycle including developing new as well as supporting existing products in market
- Create and enhance investment content for product positioning and marketing in collaboration with investment teams and marketing
- Research product development opportunities and help develop business cases to support new product initiatives
- Participate in cross-team and cross-functional projects taking product vision, client needs, and business value into account
Requirements
- 7+ years of financial services experience
- Knowledge of and interest in investments with fixed income or quantitative investing experience a plus
- Strong educational credentials: CFA, MBA or equivalent graduate degree preferred
- Series 7 & 63 licenses (can be obtained while in role)
- Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles
- Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment
Benefits
- Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office
- This does not apply to Remote or fully Onsite roles.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
product strategyproduct developmentproduct managementinvestment content creationbusiness case developmentmutual fundsETFsindexesinsurance productsinstitutional vehicles
Soft skills
multi-taskingprioritizationhigh quality workcollaborationcross-functional teamwork
Certifications
CFAMBASeries 7Series 63
