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Fidelity Institutional® (FI)offers access to Fidelity’s proprietary investment management solutions, institutional trading and financing solutions, a platform for asset managers to distribute their investment management solutions to Fidelity customers, and investment-led market research and insights. Fidelity Institutional is focused on helping wealth management firms and institutions grow by delivering strength, stability, and scale. With more than $900 billion in assets under management, Fidelity Institutional is a leading provider of custom model portfolios for our clients.
The Value You Deliver
The Institutional Portfolio Manager (IPM) will play an integral role in addressing institutional client needs through a solutions-based approach. The IPM will represent our custom model capabilities to the external marketplace on behalf of Fidelity Institutional Wealth Advisor (FIWA). As the external facing member of the investment team, the IPM will represent FIWA’s investment capabilities, including model portfolios, research and thought leadership with prospective and existing clients. The IPM will drive new business opportunities by helping to formulate strategic investment solutions and will service clients through investment policy discussions, performance reviews and capital market reviews.
The IPM will closely partner with the investment team, research, thought leadership and distribution teams. Critical role responsibilities will include:
Core Competencies
The IPM will have:
The Skills & Experience You Bring
Experience and Education:
Skills and Knowledge:
Values
We consider the following values to be fundamental to the way in which our company operates:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Full Time
$144k-195k (estimate)
03/24/2024
05/23/2024