Quant jobs / Fidelity Investments

Quantitative Portfolio Analyst – Portfolio Engineering

A portfolio-management role in Strategic Advisers' Quantitative Model Management group, which runs model portfolios for managed accounts across funds, ETFs and separate accounts. You run the day-to-day process and help improve the quant methodology behind it.

What you’d work on

Our reading of the posting: what a new hire in this role would most likely spend their first months on.

Run daily reallocations: set optimiser inputs, build model portfolios and propose trades
Research improvements to the investment methodology with the wider team
Build oversight checks that monitor performance, risk and rebalancing across very large numbers of portfolios
Prototype and test enhancements to the model management platform
Build hypothetical portfolios and analyses for prospective clients

What they ask for

Required

Quantitative portfolio construction
Optimisation tools and techniques
Python
R
SQL
Git
Clear communication of quantitative ideas

Preferred

CFA or similar certification
AI-assisted development tools

Education: Graduate degree in computer science, engineering, maths or quantitative finance
Experience: 5+ years in investment management in a role using applied quantitative finance
Languages and tools: Python
R
SQL
Git
Markets: multi-asset

How to prepare

Implement mean-variance and constrained optimisation with turnover limits in Python
Build a rebalancing simulation with transaction costs and tax-aware constraints
Study multi-asset model portfolio design with funds and ETFs
Build a monitoring dashboard that flags drift from target for many portfolios

What to study

The Portfolio and Factor Quant roadmap sets out the stages for this kind of role, with free resources for each.

Open the roadmap

Apply

Read the full posting on Fidelity Investments’s site before applying: requirements, location and pay can change after we check them.

View the posting on Fidelity Investments’s site ↗

SelfMadeQuant wrote this summary from the employer’s public posting, last checked 6 November 2026. SelfMadeQuant isn’t affiliated with Fidelity Investments and doesn’t handle applications.