About the role:

Fidelity Digital Assets, a subsidiary of Fidelity Investments, provides institutional-grade custody, trading, and research services for digital assets. In 2026 it launched the Fidelity Digital Dollar (FIDD), a stablecoin acting as a bridge between traditional finance and the digital asset ecosystem.

The Separately Managed Account (SMA) Team is responsible for SMA model management, portfolio construction, management, and trading of existing Fidelity retail managed accounts, in addition to developing, researching, and launching new products and initiatives. The SMA Investment Manager will support senior Investors across the SMA Team with a focus on the discretionary management of international and US-based equity portfolios.

Responsibilities:

📍Execute daily equity trading activities across individual client portfolios for standalone and sleeve forms. 📍Ensure model alignment and liaise with operation teams on pre-market checks. 📍Monitor and maintain portfolio performance, execution, and risk metrics. 📍Develop and maintain relationships with internal trading partners. 📍Monitor current events and gauge market reactions. 📍Manage individual client portfolios utilizing complex portfolio construction techniques that involve optimization across different tax registration types. 📍Decipher and clearly understand the impacts on investment risk and return characteristics. 📍Develop a deep understanding of internal analyst and portfolio manager research on portfolio construction and business cycle positioning. 📍Contribute to the broader investment philosophy and process for the strategy. 📍Collaborate with other parts of SAI and Fidelity, including Business Oversight, Portfolio Management, Research, Technology, and Operations to continually improve our model management process and implementation.

Requirements:

📍Bachelor's Degree required. Degree or emphasis in finance/accounting/economics subjects strongly preferred. 📍5+ years of meaningful investment experience in research, portfolio management, or trading. 📍Ability to operate in a demanding environment with an adaptable skill set, creative problem-solving skills, and the ability to multi-task across many projects. 📍Excellent oral and written communication skills with extraordinary attention to detail. 📍Awareness of portfolio optimization tools and techniques like Axioma and risk models like Barra. 📍Strong quantitative analysis skills around oversight of portfolio holdings & risk exposures. 📍Experience using either FactSet or Bloomberg. 📍Skilled in advanced programming languages like R, Python, and SQL strongly preferred. 📍Comfortable working with large datasets, using database tools and platforms as well as report and visualization platforms like Tableau.

Nice-to-have: 📍Existing or progress toward a professional designation or certification including CPA, CFP, CQF, etc. 📍Skilled using AI tools and techniques.

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