Quantitative Portfolio Analyst, Portfolio Engineering
Fidelity Investments - Boston, MA
Hiring: Quantitative Portfolio Analyst, Portfolio Engineering Company: Fidelity Investments Location: Boston, MA Job Posted Time: 2026-09-10 11:24:03 Employment Type: Full-time / Remote Target Skills & Keywords : CFA, Git, GitHub, Portfolio Management, Python, SQL About the job Experience: •5+ years of work experience in the investment management industry in a role where applied quantitative finance and technical skills were required. •Quantitative Investing - Experience of quantitative portfolio construction methods, investment management and portfolio analysis. •Portfolio Construction: Experience working with optimization software, tools and techniques. •Technical skills: Advanced proficiency in programming (Python, R), data access (SQL), and version control (Git). •Agentic AI: Proficiency in leveraging modern AI-assisted development and research tools (e.g., GitHub Copilot, Claude Code, agentic workflows) to drive workflow efficiency, streamline quant analysis, and improve investment outcomes. Required Skills: •Note: Fidelity will not provide immigration sponsorship for this position. •The Quantitative Portfolio Analyst will be responsible for the implementation and evolution of quantitative portfolio management for Fidelity’s managed account and non-discretionary model portfolios. •Actively contribute to all aspects of the investment process which utilizes a quantitative investment methodology. This will entail working closely with our portfolio managers, quantitative research, investment management, and technology teams. •Quantitative Analysis: Conduct complex quantitative research projects in conjunction with the broader investment team aimed at improving the investment methodology and client outcomes. •Portfolio Oversight: Lead the development of portfolio oversight processes across millions of portfolios. Communicate performance, risk, positioning, and rebalance metrics to ensure alignment with our investment thesis and client portfolio outcomes. •Investment Architecture: Guide the investment architecture and design of scalable enhancements to our model management platform and systematic processes. Provide business context, prototypes, requirements and roadmap prioritization. Perform end-user acceptance testing. •Client Relations: Develop hypothetical portfolios and ad-hoc analysis for prospective plan sponsors and financial advisors. Perform white-glove transition management to seamlessly onboard clients. Qualifications: •Graduate degree in a related field such as Computer Science, Engineering, Mathematics, or Quantitative Finance. •CFA or related investment certifications are preferred. Compensation: •$100,000 - $200,000 / year •Flexible work environment (work from home / hybrid options) •Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!