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Investment Analyst Fidelity Jobs (NOW HIRING)

Fidelity Investments

AM Quantitative Analyst I

Boston, MA · On-site

$135K - $175K/yr

Performs quantitative research analysis and coordinates with other analysts, portfolio managers ... Investment Professionals Please be advised that Fidelity's business is governed by the provisions ...

Fidelity Investments

Audit Analyst

Covington, KY · On-site

$67K - $127K/yr

Fidelity will not provide immigration sponsorship for this position. The Role Are you looking for a ... 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities ...

Fidelity Investments

Audit Analyst

Jersey City, NJ · On-site

$67K - $127K/yr

Fidelity will not provide immigration sponsorship for this position. The Role Are you looking for a ... 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities ...

Fidelity Investments

Audit Analyst

Smithfield, RI · On-site

$67K - $127K/yr

Fidelity will not provide immigration sponsorship for this position. The Role Are you looking for a ... 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities ...

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How much do investment analyst fidelity jobs pay per year?

As of Aug 15, 2026, the average yearly pay for investment analyst fidelity in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an investment analyst at Fidelity, and why are they important?

To excel as an Investment Analyst at Fidelity, you need strong analytical abilities, financial modeling skills, and a solid educational background in finance, economics, or a related field, often supported by progress toward or completion of a CFA designation. Familiarity with Bloomberg, FactSet, Excel, and investment research platforms is typically required. Exceptional communication, attention to detail, and the ability to work collaboratively help analysts effectively present findings and support investment decisions. These combined skills enable sound portfolio recommendations, risk management, and value creation for clients.

What does an investment analyst at Fidelity do?

An Investment Analyst at Fidelity is responsible for conducting in-depth research and analysis on various investment opportunities, such as stocks, bonds, and other financial instruments. They evaluate financial data, industry trends, and company performance to help inform investment decisions for portfolios managed by Fidelity. Their insights support portfolio managers in making recommendations that align with clients’ risk and return objectives. Additionally, Investment Analysts may prepare reports, monitor investments, and present their findings to internal teams.

How does an investment analyst at Fidelity typically collaborate with portfolio managers and other team members?

As an Investment Analyst at Fidelity, you will regularly work alongside portfolio managers, senior analysts, and research teams to evaluate investment opportunities and support portfolio construction. Collaboration involves sharing detailed research, providing data-driven recommendations, and participating in team meetings to discuss market trends and investment strategies. You may also assist in preparing reports and presenting findings to stakeholders, fostering a dynamic environment where communication and teamwork are essential for making informed investment decisions.

What is the difference between Investment Analyst Fidelity vs Investment Analyst Vanguard?

AspectInvestment Analyst FidelityInvestment Analyst Vanguard
Required CredentialsBachelor's degree, CFA preferredBachelor's degree, CFA preferred
Work EnvironmentFinancial services, investment managementFinancial services, investment management
Employer & Industry UsageFidelity Investments, asset managementVanguard Group, asset management
Common Search & ComparisonYesYes

Both Investment Analyst Fidelity and Investment Analyst Vanguard roles require similar credentials, such as a bachelor's degree and often a CFA designation. They operate in comparable work environments within the investment management industry, serving major financial firms. The primary difference lies in the employer and specific company practices, but the roles are quite similar in responsibilities and qualifications.

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Director - Investment Oversight

Fidelity Investments

Durham, NC • On-site

Full-time

Re-posted 11 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Director, Investment Oversight
Note: Fidelity is not providing immigration sponsorship for this position
The Role
In this role you will lead the Investment Oversight Team, ensuring that the assets of Fidelity Charitable, including individual securities, long-only funds, and an array of alternative investments, are invested in a prudent manner and in line with investment policies and guidelines. Further, maintaining adequate liquidity for grantmaking and other obligations is critical to our mission: to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.
This team provides subject matter expertise and is the primary point of contact for internal cross-functional business partners and for external advisors and donors seeking pertinent information regarding our investment program capabilities, guidelines, and policies.
You will lead, develop and guide a team of 2-3 associates to fulfill the following responsibilities:
  • Ensure effective and timely execution of oversight responsibilities.
  • Strengthen existing investment monitoring capabilities and analyses.
  • Prepare reports and research for Board of Trustees, senior management, and other key constituencies.
  • Foster strong, collaborative relationships with internal and external stakeholders.
  • Cultivate a sense of partnership and collaboration while supporting an inclusive and respectful work environment.
  • Mentor and develop team members to reach their full potential while adhering to Fidelity's leadership principles.

The Expertise and Skills You Bring
Required
  • Degree in Finance, Investments, Accounting, or a related field.
  • 10-12 years of experience developing guidelines and monitoring complex, multi-asset investment portfolios.
  • Experience conducting and evaluating performance measurement and attribution of active managed portfolios.
  • In-depth understanding of public equities, fixed income, international, and derivatives markets. Understanding of alternative investments and their role in a well-diversified portfolio.
  • Experience with the creation of investment reporting to senior leadership and boards.
  • Experience leading a team of successful associates, including mentoring and career development.
  • Solid understanding of performance measurement, attribution, and evaluation.
  • Outstanding decision-making and problem resolution skills in a complex, cross-function business environment.
  • Demonstrated relationship building and influencing capabilities.
  • Excellent written and oral communication skills.
  • Strong project-management skills; can think end-to-end about processes and workflows.
  • Experience re-engineering processes and maintaining detailed documentation.

Preferred
  • Advanced degree and/or certification, e.g., CFA/CAIA Charter (or progress toward)
  • Experience with proxy voting and class actions.
  • Experience with investment management systems such as Morningstar Direct. Bloomberg, BARRA, Aladdin, etc.

The Team
Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Pembroke Real Estate
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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