The role is within the Quantitative Taxable team at Strategic Advisers, LLC, which focuses on developing investment methodologies for managing personalized client portfolios. The team employs quantitative portfolio construction methods to enhance tax management and goal-based wealth strategies. As the firm grows, this team will be pivotal in creating new portfolio construction tools and workflows. The position requires collaboration across various disciplines to improve investment management efficiency.

• 3+ years of research experience in quantitative research and portfolio construction.
• Graduate degree in Finance, Quantitative Finance, Engineering, Mathematics, Operations Research, Decision Science, or Computer Science.
• Exposure to quantitative portfolio construction across multiple asset classes.
• CFA or related investment certifications are preferred.

• Research, design, and prototype quantitative investment techniques for portfolio construction.
• Help evolve tax-smart techniques for managing portfolios for taxable clients.
• Collaborate with portfolio management and research teams to enhance portfolio construction processes.
• Design and back-test strategies, run simulations, and perform risk analyses.
• Evaluate emerging technologies and portfolio construction techniques to improve investment outcomes.

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