PortfolioAnalyst

## ## Job Description: **The** **Group** Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 30 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 Trillion in assets under management, SAI manages asset allocation strategies for over three million customers. The Portfolio Engineering (PE) function within SAI is responsible for the management, customization, and execution of individual client portfolios. **The Role** Strategic Advisers is looking for a Portfolio Analyst to join our Fundamental Model Management Team in the Portfolio Engineering division. The Portfolio Analyst works closely with the Portfolio Management Teams and plays a key role in ensuring that portfolios are positioned in accordance with the Portfolio Managers' (PM) investment strategies and views. These portfolios include a mix of single and multi-asset class strategies, investing in a selection of securities including stocks, bonds, ETF’s, mutual funds, and separately managed accounts. **The Value You Deliver** * Engage with Asset Allocators and Portfolio Managers to build and implement customized model portfolios and investment solutions for our customers * Collaborate with Portfolio Managers to develop and execute trading strategies across model portfolios and SAI Multi-Manager Mutual Funds (asset allocation changes, single asset-class investment selection changes, allocation of daily shareholder flows, fund transitions, program trades, etc.) * Partner with internal and external trading desks, PMs, and CIOs to implement trades effectively by understanding cash flow management, liquidity constraints, and market impacts * Analyze portfolio performance, positioning,