Vice President, Capital Markets Strategy

Fidelity institutional is seeking a Capital Markets Strategist with proven global macro subject matter expertise covering equity, fixed income, and alternative markets. The strategist is the primary client facing interface to advisor clients and should be able to clearly articulate Fidelity’s macro view and how it could translate into portfolio positioning via in-person, digital, and written medium. The strategist will work alongside sales, marketing, and relationship management to bring insights and point-of-view to clients and prospects.

Responsibilities

Act as primary client facing interface to advisor clients; Articulate Fidelity’s macro view and translate into portfolio positioning; Work alongside sales, marketing, and relationship management; Elevate the thought-leadership brand of Fidelity; Act as the face of asset management global insights, investment, and asset allocation views; Formulate and communicate investment insights and asset allocation positioning; Create weekly, monthly, and quarterly investment commentary; Evaluate and respond to market and global events; Cover a geographical area consisting of approximately a fifth of the US; Turn investment, market, and economic insights into commercial outcomes

Requirements

10 plus years investment management experience; Series 7 and 63 licenses required; Deep knowledge of the capital markets across equities, bonds, and alternatives; Experience investing through multiple market cycles; Ability to consume and synthesize market data, macro trends, internal and external investment research, and economic data to formulate investment insights; Display presence and credibility via multi-media presentations; Capable of interacting and influencing both external and internal clients; Creative skills to draft investment commentary, client presentations, social media posts, and investment thought-leadership; Ability to travel 50-75%

Nice to have

CFA or MBA; Candidates who are currently domiciled in that region

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