Portfolio Research Engineer
- Employer
- Fidelity International
- Location
- London, United Kingdom
- Salary
- Competitive
- Closing date
- May 21, 2021
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
About the opportunity
Department Description
The Global Quant Team is a centre of excellence for quantitative modelling and research across Fidelity. The team delivers a range of tactical models across Fixed Income, Equities and Multi-asset departments working closely with both the systematic team and the discretionary portfolio managers. The team is also focused on delivering client outcomes over the longer term by developing a range of retirement and client solutions.
Purpose of the Role
The research focus of this role will centre around the development of existing retirement and strategic planning capabilities, working closely with wholesale and institutional clients. The role will also include working on a range of research projects across the quantitative team, supporting the development of the key priorities; the commercialisation of quantitative research and support of the systematic investing teams capabilities, the development of existing models and their performance, the impact on the wider organisation through the use of quant tools and innovation around how the latest quantitative techniques can impact the teams research.
Key Responsibilities
Quantitative Research
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $611.4 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $471 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. Data as at 30 September 2020. Read more at https://www.fidelityinternational.com/
Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.
Department Description
The Global Quant Team is a centre of excellence for quantitative modelling and research across Fidelity. The team delivers a range of tactical models across Fixed Income, Equities and Multi-asset departments working closely with both the systematic team and the discretionary portfolio managers. The team is also focused on delivering client outcomes over the longer term by developing a range of retirement and client solutions.
Purpose of the Role
The research focus of this role will centre around the development of existing retirement and strategic planning capabilities, working closely with wholesale and institutional clients. The role will also include working on a range of research projects across the quantitative team, supporting the development of the key priorities; the commercialisation of quantitative research and support of the systematic investing teams capabilities, the development of existing models and their performance, the impact on the wider organisation through the use of quant tools and innovation around how the latest quantitative techniques can impact the teams research.
Key Responsibilities
Quantitative Research
- Design and implementation of client solutions and the communication of the output to clients.
- Responsible for retirement, glidepath and strategic quantitative modelling.
- Collaborate with the Multi Asset, Macro and Client Solutions teams.
- Generate, validate and instruct trades generated from the model process.
- Conduct research into new signals and help integrate into existing models.
- Monitor and disseminate trade ideas from our range of quant tools.
- Conduct standalone research projects resulting in written reports or presentations for both internal and external consumption.
- Provide thematic quantitative research and thought leadership
- Collaborate with the team to enhance the existing research platform and code base.
- Improve the dissemination and visualisation of model output.
- Contribute to establishment and maintenance of high-quality code development and testing
- Communicate model output with Portfolio Managers, Analysts, Traders and Investment Directors in a clear, concise way.
- Help in the marketing of the quant team both internally and externally.
- Participate in regular team meetings across our range of fund disciplines.
- Represent Fidelity International in meetings with our clients
- Work closely and build relationships with peers in UK, Europe and Asia across the entire firm, including the equities, multi-asset, sales & distribution, and technology teams.
- Experience in retirement, glidepath and pension planning.
- Knowledge and understanding of Multi Asset investment strategies.
- Experience communicating complex problems to clients and discussing their investment needs.
- BSc or MSc (with knowledge of statistics, econometrics & numerical methods).
- Excellent written and oral communication skills.
- Proficiency in Microsoft Office (especially Excel).
- Programming experience (preferably Python - knowledge of pandas, numpy etc...)
- Experience in manipulating and understanding of large datasets.
- CFA or other evidence of experience in financial markets is considered a plus.
- Knowledge of SQL, Bloomberg & Git is a plus
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $611.4 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $471 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. Data as at 30 September 2020. Read more at https://www.fidelityinternational.com/
Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert