Executive Vice President, Portfolio Management - 2073035

Company: Fidelity Investments
Location: San Francisco, CA
Posted on: March 29, 2023

Job Description:

Position Description:

Oversees the development and implementation of systematic fixed income investing strategies. Develops net new capabilities to expand fixed income product offerings. Develops, builds, and executes fixed income quantitative investment strategies and product line ups. Develops quantitative alpha and risk models for use in systematic portfolio construction. Directs the creation of systematic strategies which exploit quantitative signals associated with market inefficiencies and risk premia. Runs systematic, statistically driven strategies within quantitative investment processes, using selection, data collection, and analysis, testing, prototyping, back-testing, and performance monitoring.

Primary Responsibilities:

Leads the development and implementation of financial strategies -- executes bodies of work and develops partnerships to reinforce value and capabilities of the function.

Directs the creation of benchmarks and back-testing frameworks used in the assessment of risk across fixed income portfolios.

Acts as a key partner on new product idea generation.

Works collaboratively across teams to develop quantitative alpha and risk models for use in systematic portfolio construction.

Collaborates on liquidity, t-costs, and execution for quantitatively managed portfolios.

Analyzes business and financial data.

Analyzes industry trends and applies mathematical models of financial or business conditions.

Builds revenue growth and enhances investment capabilities.

Drives strategy, innovation, and teamwork across the organization.

Recruits and retains key talent as part of continuously aligning product team strategies with large team strategies, and company strategic vision.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Statistics, Applied Mathematics, Computer Science, Engineering, Operations Research, Information Engineering, Financial Engineering, or a closely related field and six (6) years of experience in the job offered or six (6) years of experience developing and implementing quantitative/systematic investment strategies in a fixed income environment.

Or, alternatively, Masters degree (or foreign education equivalent) in Statistics, Applied Mathematics, Computer Science, Engineering, Operations Research, Information Engineering, Financial Engineering, or a closely related field and four (4) years of experience in the job offered or four (4) years of experience developing and implementing quantitative/systematic investment strategies in a fixed income environment.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) developing systematic investment strategies and products in collaboration with research, portfolio management, and product team members; and leading the investment process from inception to execution.

DE researching investment insights across fixed income assets -- Investment Grade and High Yield Bonds, Sovereign Bonds, Municipal Bonds, Emerging Market Bonds, and Fixed Income Derivatives -- by exploiting market inefficiencies and risk premia through data driven back testing; and researching, back testing, and trading systematic strategies, using an analysis of fixed income markets, drivers of return, risk control, and systematic portfolio construction techniques.

DE providing daily management of systematic fixed income portfolios and re-balancing portfolio investments and cash flows in a risk-controlled manner; collaborating with trading on liquidity and T-Costs for high quality execution; and designing and streamlining portfolio management processes with a focus on construction, risk monitoring order workflow, and attribution.

DE discovering, evaluating, and using alternative/new data sources to build innovative systematic strategies; and conducting research with large and complex datasets using programming skills in Python, R, Matlab, and modern database technology.

For full job details and to apply, please visit http://jobs.fidelity.com/ and search for job number: 2073035.

Keywords: Fidelity Investments, San Francisco , Executive Vice President, Portfolio Management - 2073035 , Finance , San Francisco, CA, California