FP&A Analyst in Finance supporting Marketing and Brand Building teams through financial governance. Collaborating with partners to provide insights and support impactful business decisions.
SF
Hybrid Director, Investment Strategist
Posted last month
About the role
- Investment Strategist providing investment-related support and education for Fidelity Workplace Investing clients and advisors. Enhancing investment decision-making for defined contribution clients with a collaborative team.
Responsibilities
- Work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with clients and advisors
- Provide periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan
- Review capital markets, update DC investment trends, address investment fiduciary issues, and provide timely follow-up
- Stay current on all relevant compliance requirements and complete the associated administrative and reporting requirements
Requirements
- CFA/CFP and/or MBA strongly preferred
- Minimum of 5 years investment consulting or related experience
- Ability and desire to identify and build relationships with client investment decision-makers
- Detailed understanding of mutual funds and other investment vehicles
- Excellent understanding of the economy and its drivers
- Solid understanding of asset allocation methodology and style analysis
- Excellent understanding of retirement plan investment menu design
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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