Portfolio Strategist
Core
Promote Fidelity's portfolio construction capabilities and support advisors in creating customized, open-architecture model portfolios using Fidelity Portfolio Intelligence.
Role type
Senior IC Portfolio Strategist
Builds
Open-architecture model portfolios and portfolio construction strategies
Domain
Asset management / Wealth management
Deliverable
product features
Required skills
Portfolio construction expertise, Investment market analysis, Client advisory, Sales support, Market research, Risk and return analysis
Preferred skills
CFA/MBA/CAIA designation, Canadian asset management industry knowledge, Thought leadership development
Technologies
Fidelity Portfolio Intelligence
Responsibilities
Conduct investment portfolio consultations with advisors, Support sales teams on ad hoc queries and training, Develop relationships with clients and sales partners, Produce thought leadership insights on portfolio construction, Contribute to asset allocation discussions, Review products within model portfolios
Seniority
Senior, hands-on IC