Senior Investment Manager, Separately Managed Accounts

The Senior Investment Manager will focus on reviewing discretionary client portfolios primarily invested in US and international equity portfolios, which are offered in standalone and sleeve forms as well as newer strategies like long/short offerings. The role will provide tax-aware transition strategies and hypothetical account reviews for clients.

Responsibilities

Long/Short equity account reviews and analysis; Enhance long/short equity strategies and improve upon processes; Execute daily equity trading activities across individual client portfolios for standalone; Ensure model alignment and liaise with operation teams; Monitor and maintain portfolio performance, execution and risk metrics; Develop and maintain relationships with internal trading partners; Monitor current events and gauge market reactions; Manage individual client portfolios utilizing complex portfolio construction techniques that involve optimization across different tax registration types; Decipher and clearly understand the impacts on investment risk and return characteristics; Develop a deep understanding of internal analyst and portfolio manager research on portfolio construction, and business cycle positioning to achieve superior pre- and after-tax returns consistent with the investment philosophy; Contribute to the broader investment philosophy and process for the strategy; Collaborate with other parts of SAI and Fidelity, including Business Oversight, Portfolio Management, Research, Technology, and Operations to continually improve our model management process and implementation

Requirements

Deep understanding of long/short equity investing, short selling and securities finance; Extensive experience trading, articulating, or creating long/short equity strategies; Bachelor's Degree required; 5+ years of meaningful investment experience in research, portfolio management, or trading; Ability to operate in a demanding environment with an adaptable skill set, creative problem-solving skills, and the ability to multi-task and work across many projects; Excellent oral and written communication skills; Extraordinary attention to detail, as well as great analytical skills that allow for independent judgement and conclusive reasoning while dealing with significant time constraints; Ability to work effectively on a collaborative team with a strong spirit of innovation, maintaining comfort in undefined environments; Awareness of portfolio optimization tools and techniques like Axioma and risk models like Barra; Strong quantitative analysis skills around oversight of portfolio holdings & risk exposures; Experience using FactSet or Bloomberg; Comfort working with large datasets, using database tools and platforms as well as report and visualization platforms like Tableau

Nice to have

Emphasis in finance/accounting/economics subjects; Existing or progress toward a professional designation or certification including, but not limited to CPA, CFP, CQF etc.; Skilled using AI tools and techniques; Skilled in advanced programming languages like R, Python and SQL

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; Bonus or other variable compensation