Sustainable Investment Associate
Boston, MA
Entry Level +1 · Full time
Posted 2 years ago
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The Business

Strategic Advisers (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 20 years, Strategic Advisers has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over $400 billion in assets under management in a blend of Fidelity and third-party investment vehicles, the Strategic Advisers team of investment professionals constructs and manages asset allocation portfolios for over one million customer accounts.

Sustainable Investing Team

The Sustainable Investing team sits within SAI’s broader investment team and is responsible for supporting and driving forward SAI’s Sustainable investing efforts.  The team has a specialist function working closely with the fundamental and quantitative manager research teams, portfolio management, and product teams within SAI.  As SAI continues to grow its sustainable product offerings, the Sustainable Investing team will play a key role in improving and building out our investment process and reporting capabilities.

The Position

The Sustainable Investment Associate role is a supporting role reporting to the Head of Sustainable Investment Research.  The Associate will work closely with the quantitative and fundamental manager research teams and other stakeholders across SAI to deepen our capabilities in multi-asset class sustainable investing.  The role will require a high degree of flexibility given the fast moving and evolving space of sustainable investing.

Responsibilities

  • Develop and improve analytical tools to assess sustainable characteristics across equity and fixed income mutual funds
  • Provide reporting on industry trends and performance of sustainable investment strategies
  • Support fundamental analysts on topics relevant to sustainable manager research
  • Develop subject matter expertise across sustainable investing trends such as climate change, diversity and inclusion, and proxy voting.

Skills and Knowledge

  • Demonstrated passion for sustainable investing.  One to two years prior experience preferred but not required.
  • Solid understanding of investment concepts, either through course work or work experience
  • Strong analytical, communication, and quantitative skills.
  • A good teammate, collaborator and relationship builder that can also work independently.
  • Bachelor’s degree required.  

Location

  • Boston

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 Best Place to Work in 2023. 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.”

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.

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