Fidelity Investments

Investment Manager

Fidelity Investments

Covington, KY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and ambitious individual with a passion for financial management? Do you have a knack for analyzing market trends and identifying profitable investment opportunities? Look no further, Fidelity Investments is seeking a highly skilled Investment Manager to join our dynamic team. As an Investment Manager, you will be responsible for overseeing our clients' investment portfolios and providing strategic advice to help them achieve their financial goals. We are seeking a candidate with a strong background in finance, excellent analytical skills, and a proven track record of success in the investment industry. If this sounds like you, we would love to hear from you.

  1. Develop and implement investment strategies for clients based on their financial goals and risk tolerance.
  2. Analyze market trends and research potential investment opportunities.
  3. Monitor and manage clients' investment portfolios to ensure optimal performance and risk management.
  4. Provide expert financial advice and recommendations to clients.
  5. Stay up-to-date on industry developments and regulatory changes that may impact investments.
  6. Build and maintain strong relationships with clients to understand their needs and preferences.
  7. Collaborate with other team members and departments to effectively manage client portfolios.
  8. Conduct thorough due diligence on potential investments to assess risks and potential returns.
  9. Prepare and present detailed investment reports to clients.
  10. Continuously monitor and evaluate the performance of clients' investments and make adjustments as needed.
  11. Maintain accurate and organized records of clients' portfolios and transactions.
  12. Adhere to all company policies and procedures, as well as industry regulations and guidelines.
  13. Continuously strive to improve processes and procedures to enhance the overall client experience.
  14. Stay informed on industry trends and changes in financial markets to ensure clients' portfolios are well-positioned.
  15. Act with integrity and professionalism at all times, maintaining confidentiality of sensitive client information.
Where is this job?
This job is located at Covington, KY, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Minimum Of 5 Years Experience In Investment Management, Preferably With A Focus On Equity Markets.

  • Strong Understanding Of Financial Markets And Investment Strategies, Including Risk Management And Portfolio Construction.

  • Excellent Analytical Skills And Ability To Interpret Complex Financial Data.

  • Proven Track Record Of Successfully Managing And Growing Investment Portfolios.

Required Skills
  • Financial Analysis

  • Market Research

  • Market

  • Portfolio Management

  • Risk assessment

  • Client Relations

  • Asset allocation

  • Investment planning

  • performance tracking

  • Investment Strategies

  • Portfolio Diversification

  • Asset Valuation

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Investment Manager in Covington, KY, USA is between $63,000 and $110,000 per year. This range can vary depending on factors such as experience, education, industry, and company size. Some top-paying companies in the area include Fidelity Investments, PNC Financial Services, and Fifth Third Bank.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 30th, 2024
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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