The Quantitative Taxable team within the Quantitative Research group at Strategic Advisers, LLC focuses on developing investment methodologies for managing personalized client portfolios. The team collaborates with various departments to enhance portfolio construction processes and deliver optimal after-tax benefits for clients. This role involves significant research and design work to create tax-smart techniques and strategies for multi-asset class investments. Analysts will also be responsible for conducting simulations and risk analyses to support their recommendations.

• Graduate degree in a related field such as Finance, Engineering, Mathematics, Operations Research, Decision Science, or Computer Science.
• 5+ years of experience in quantitative investment research and portfolio construction roles.
• Experience with quantitative portfolio construction methods and optimization.
• Solid programming and database skills, including Python, R, SQL, and BI Tools.
• Effective communication and presentation skills.

• Research, design, and develop quantitative investment techniques for multi-asset class model and portfolio construction.
• Develop tax-smart techniques for managing portfolios for taxable clients.
• Collaborate with portfolio management, research, and portfolio engineering teams to enhance portfolio construction processes.
• Design and back-test strategies, run simulations, and perform risk and after-tax analyses.
• Articulate the rationale for specific recommendations and communicate them clearly.

• Fidelity offers competitive compensation, annual bonuses, retirement contributions, comprehensive healthcare coverage, parental leave, tuition assistance, wellness programs, and extensive professional development opportunities.