Job Description: We are looking for experienced investors who are easy to work with to help our financial advisor client build better portfolios.u00A0 We prefer candidates who were analysts at our client firms and/or analysts at asset management firms. The Role Help financial advisors build better portfolios through Portfolio Reviews by listening to their investment views, preferences, and goals, and bring the best of Fidelity to help them improve their portfolios. Become a trusted advisor to the advisors as these advisors seek consultation on asset allocation, manager selection, and overall portfolio construction.u00A0 Synthesize the best of Fidelity and contribute to our thought leadership in portfolio construction. Gain a deep understanding of Fidelity s asset allocation views from our Asset Allocation Research Team (AART). Gain a deep understanding of manager research and maintain our open architecture approach by working with Fidelity Institutional Wealth Advisory (FIWA) s manager research team Gain a deep understanding of Fidelity s investment approach through our quarterly manager meetings with Fidelity s top portfolio managers. Collaborate with teammates in investment product, macro strategy, investment sales, custody & clearing relationship management in delivering the best of Fidelity.u00A0 Present at our Portfolio Construction Institute events and other client speaking events.u00A0 Communicate key findings & actionable guidance in a clear, concise & inspiring manner to establish oneself as a highly valued partner in the advisor’s practice and the wholesaler/relationship manager’s region. The Expertise and Skill You Bring 5-12 years’ experience in providing investment guidance, preferably across multiple asset classes & styles. Background in portfolio decision-making is highly desirable. CFA charter holder MBA or master s degree preferred. FINRA Series 7 & 63 licenses required within 4 months of joining Demonstrated investment acumen, with the ability to respectfully challenge others’ investment views. Experienced strategist capable of independently completing complex portfolio analyses Ideal candidate will combine superior knack for tackling the hardest portfolio challenges with unusual grace & persuasiveness. Strong sales communication & writing skills esp translating complex quantitative investment analysis into relevant, actionable investment solutions rusted portfolio counselor to nation’s most sophisticated & demanding investment advisors Developer of trusted relationships with select internal & external partners The Portfolio Construction Guidance Team Portfolio Construction Guidance Team is a part of the Portfolio Solutions Team within Fidelity Institutional.u00A0 We work closely with Fidelity s Asset Allocation Research Team (AART) and Fidelity Institutional Wealth Advisory (FIWA) s manager research team, and sales and marketing teams.u00A0 We are responsible for providing portfolio insights for our advisor clients.u00A0 Certifications: 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 2022. 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. Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, 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 u0022 Dynamic Working .u0022 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 Leave of Absence/Accommodation Team by sending an email to accommodations fmr.com , or by calling 800-835-5099, prompt 2, option 3.