Top 534 Financial services Jobs in Roxbury, Ma

Senior Investment Manager, Separately Managed Accounts
Fidelity Investments —Boston, MA
- $150,000 - $250,000 a year
- Full-time
- CPA
- 5 years
- Writing skills
- Loan repayment program
- Health insurance
Producing Branch Manager | Mortgage Loan Officer | Team Leader | NMLS Required
Pinnacle Mortgage Corporation —Charlestown, MA
- Full-time
- Hybrid work
- Residential
- Mentoring
- US work authorization
- Paid training
- Health insurance
Quick Apply
11d
Senior Loan Officer
The Housing Partnership Network —Boston, MA
- $100,000 - $115,000 a year
- Full-time
- Mid-level
- Travel
- 2 years
- Health savings account
- Paid holidays
Quick Apply
Virtual Financial Advisor - Boston, MA
Thrivent —Boston, MA
- $25.96 - $28.85 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Greater Boston, MA
Thrivent —Boston, MA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
Harborline Wealth Advisors —Southborough, MA
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Financial Wellbeing Coach, Credit
Operation Hope —Boston, MA
- $64,000 - $67,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Investment Banker - AI Trainer
DataAnnotation —Somerville, MA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Financial Advisor / Registered Representative / Agent
New York Life Insurance Company —Waltham, MA
- $90,000 - $300,000 a year
- Full-time
- Hybrid work
- Spanish
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Registered Investment Advisor
Driscolls Recruiting —Braintree, MA
- $90,000 - $160,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor (Flexible Hybrid Work Environment)
New York Life Insurance Company/NYLIFE Securities, LLC. —Westborough, MA
- Up to $300,000 a year
- Full-time
- Hybrid work
- Hospitality
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor
Harborline Wealth Advisors —Wakefield, MA
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Financial Sales & Service Representative
AAA Northeast —Franklin, MA
- $22.55 - $26.00 an hour
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- Wellness program
- Health insurance
Quick Apply
Partner Relationship Officer
USALLIANCE Financial —Chelmsford, MA
- $66,950.00 - $85,361.25 a year
- Full-time
- Hybrid work
- Bilingual
- Office
- 3 years
- Paid holidays
- Paid time off
Quick Apply
11d
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Personal Banker
Needham Bank —Boston, MA
- $20.04 - $26.05 an hour
- Full-time
- Computer literacy
- Basic math
- English
- Paid holidays
- Disability insurance
Quick Apply
4d
VP, Financial Consultant - Boston, MA
Charles Schwab —Boston, MA
- $75,000 - $100,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Portfolio Manager - Public Markets
FM —Boston, MA
- Full-time
- Bachelor of Science
- 11+ years
- Finance
- Disability insurance
- Health insurance
Financial Professional/Fast Track Management
New York Life —Massachusetts
- $65,000 - $200,000 a year
- Full-time
- Remote
- Sales
- Recruiting
- Master of Business Administration
- Health insurance
- Dental insurance
Quick Apply

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financial services jobs near roxbury, ma

Senior Investment Manager, Separately Managed Accounts

Fidelity Investments -
Boston, MA

Apply Now

Job Details

Full-time
$150,000 - $250,000 a year

Benefits

Loan repayment program
Health insurance
Tuition reimbursement
Paid time off
Parental leave

Qualifications

Research
Bachelor's degree

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Group

Strategic Advisers, LLC (SAI) is a registered investment advisor and Fidelity Investments Company that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 30 years, SAI has specialized in the investment management of managed accounts and other custom solutions to help investors reach their financial goals. With more than $1.4 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, Fidelity’s SAI is a leading provider of managed solutions for retail, workplace, and institutional clients.

The Team

The Separately Managed Account (SMA) Team is responsible for SMA model management, portfolio construction, management and trading of existing Fidelity’s retail managed accounts in addition to developing, researching and launching new products and initiatives. We employ investment expertise, quantitative techniques and technical skills to further enhance the team’s roles and responsibilities across single asset class portfolios for high-net-worth and mass affluent individuals and trusts.

The Role

The Senior Investment Manager will focus on reviewing discretionary client portfolios primarily invested in US and international equity portfolios, which are offered in standalone and sleeve forms as well as newer strategies like long/short offerings. The Senior Investment Manager will have a high degree of investment expertise to review and trade the tax-aware and non-taxable SMAs. In addition, this role will also provide tax-aware transition strategies and hypothetical account reviews for clients. You will play a significant role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies.

Primary Responsibilities

Trade Execution

Long/Short equity account reviews and analysis
Enhance long/short equity strategies and improve upon processes
Execute daily equity trading activities across individual client portfolios for standalone
Ensure model alignment and liaise with operation teams
Monitor and maintain portfolio performance, execution and risk metrics
Develop and maintain relationships with internal trading partners
Monitor current events and gauge market reactions

Portfolio Construction

Manage individual client portfolios utilizing complex portfolio construction techniques that involve optimization across different tax registration types
Be able to 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 to achieve superior pre- and after-tax returns consistent with the investment philosophy
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

Qualifications

Experience/Education

Deep understanding of long/short equity investing, short selling and securities finance
Extensive experience trading, articulating, or creating long/short equity strategies
Bachelor's Degree required and emphasis in finance/accounting/economics subjects strongly preferred
Existing or progress toward a professional designation or certification including, but not limited to CPA, CFP, CQF etc. a plus
5+ years of meaningful investment experience in research, portfolio management, or trading

Skills and Knowledge

Professional & Interpersonal

Ability to operate in a demanding environment with an adaptable skill set, creative problem-solving skills, and the ability to multi-task and work across many projects
Excellent oral and written communication skills
Extraordinary attention to detail, as well as great analytical skills that allow for independent judgement and conclusive reasoning while dealing with significant time constraints
Ability to work effectively on a collaborative team with a strong spirit of innovation, maintaining comfort in undefined environments

Quantitative & Technical

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
Skilled using AI tools and techniques preferred
Experience using FactSet or Bloomberg
Skilled in advanced programming languages like R, Python and SQL strongly preferred
Comfort working with large datasets, using database tools and platforms as well as report and visualization platforms like Tableau

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.

The base salary range for this position is $150,000 - $250,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Refine Your Search

financial services jobs in roxbury, ma

Senior Investment Manager, Separately Managed Accounts

Producing Branch Manager | Mortgage Loan Officer | Team Leader | NMLS Required

Senior Loan Officer

Virtual Financial Advisor - Boston, MA

Financial Advisor - Greater Boston, MA

Financial Advisor

Financial Wellbeing Coach, Credit

Investment Banker - AI Trainer

Financial Advisor / Registered Representative / Agent

Registered Investment Advisor

Financial Advisor (Flexible Hybrid Work Environment)

Financial Services Professional - Hybrid Remote (MA)

Financial Advisor

Financial Sales & Service Representative

Partner Relationship Officer

Wealth Management Trainee (MA)

Personal Banker

VP, Financial Consultant - Boston, MA

Portfolio Manager - Public Markets

Financial Professional/Fast Track Management

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