Institutional Portfolio Manager

Institutional Portfolio Manager

Title: Institutional Portfolio Manager
Location: MA-Boston
The Institutional Portfolio Manager (IPM) is responsible for aligning the investment objectives and asset management opportunities within the retail and institutional investment marketplace with the ongoing management, innovation, development and delivery of asset allocation investment solutions provided by Fidelity's Global Asset Allocation division. The IPM will serve as an integrated member of the investment management team, with a focus on partnerships with key Fidelity distribution businesses. The IPM will be a principal conduit to provide perspective and understanding regarding a spectrum of asset allocation solutions to a broad range of constituencies, including current and prospective clients, consultants, third-party gatekeepers, and other marketplace participants. Additionally, the IPM will focus on delivering strategic marketplace insight into the investment management organization, including ongoing competitor perspectives and industry trends, as well as providing leadership on investment management content to Fidelity's distribution and product management organizations.

Overall, the IPM will serve an influential role in reinforcing the identity of Fidelity's Global Asset Allocation Division in the marketplace and contributing to investment priorities and practices within the Division. The IPM will be located in Boston and will report to Lars Schuster, Institutional Portfolio Manager.

Responsibilities
IPM Organizational Structure
The IPM is a strong partner of the investment team and is fully embedded within the portfolio management team. This level of integration is critical to provide:
* refined transparency and understanding of investment process and strategies
* an effective environment for investment solution discussion and decision-making
* marketplace credibility to most effectively represent asset allocation and overall Fidelity organization
* ongoing delivery of marketplace perspective, developments and trends into the asset allocation investment organization

Investment Knowledge
The IPM will maintain a comprehensive and ongoing understanding of his/her respective investment strategies, including:
* detailed understanding of the Division, its investment strategies, underlying investment discipline and investment strategy parameters
* comprehensive and ongoing understanding of the Division's current outlook and portfolio positioning
* ongoing understanding of characteristics and developments across all relevant financial markets

Fidelity Distribution Partnerships
The IPM will be a principal conduit for the Division and its strategies in support of Fidelity's multiple distribution businesses. The IPM will be required to:
* build, maintain and strengthen partnerships across all relevant distribution businesses to broaden investment understanding and overall awareness of competitive strengths
* serve as primary investment contact for clients, with a focus on providing transparency with respect to investment philosophy, process, strategy and performance
* engage appropriate consulting and gatekeeper communities to provide investment transparency and to build organizational awareness
* oversee quality and integrity of client and market-facing investment communication material
* support focus on investment and product education, as well as thought leadership initiatives

Fidelity Product Management Partnership
The IPM will be a principal conduit for the Division and its strategies to support the product management group within the asset management organization. The IPM will be required to:
* provide leadership and oversight for the maintenance of comprehensive marketplace and competitor analysis, with a focus on differentiating competitor investment process, investment performance and distribution strategies
* provide insight and counsel for investment solution enhancement and development initiatives

Experience/Education
* Minimum 5-10 years investment management experience
* Minimum 5 years direct portfolio management experience preferred
* Successful track record of direct representation of investment management strategies to broad spectrum of institutional constituencies
* CFA designation

Skills and Knowledge
* Highly effective and consistent written communication capabilities
* Highly effective and consistent verbal communication capabilities
* Ability to successfully articulate detailed mechanics of investment process
* Successful track record of investment presentation creation and delivery to broad spectrum of institutional constituencies
* Passion for financial markets, investment process and provision of effective investment solutions;
* Comfort and ability to work in a highly collaborative environment, with a frequent focus on gaining consensus across a broad spectrum of investment management, distribution, product management and senior management constituents
* Capability to balance resolve and temperament in response to pursuing opportunity through organizational structure
* Ability to travel frequently, with an overall expectation on average of 1-2 days per week.
About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, .