#海外工作#【Fidelity Investments】富达投资热聘:用户体验研究、研究助理、精算师、投资分析师、应届毕业生

更新日期:2018-09-26
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1、Fidelity Investments各个职位平均年薪范围34,253美元/年(Processor)~ 134,570美元/年(Regional Director),并为员工提供医疗保障、401k退休计划、带薪假期、绩效奖金等

2、Fidelity Investments富达投资提供投资管理,退休计划,投资组合指导,经纪和许多其他金融产品

合拍海外热聘职位

职位:

  • USER EXPERIENCE RESEARCH AND INSIGHTS

  • RESEARCH ASSOCIATE

  • ACTUARY ASSOCIATE

  • INVESTMENT ANALYST

  • 2017 & 2018 NON-TECH GRADUATES

  • 地点:USA

    性质:Fulltime

    公司:Fidelity

    发布:July. 21 2018

    (Picture From Fidelity   

    【NOTE】

    如需办理或咨询美国工作签证,请文末留言

    招聘需求

    1

    USER EXPERIENCE RESEARCH AND INSIGHTS

    The Expertise We’re Looking For

  • The ideal candidate has 3+ years of relevant user experience research

  • Experience working at Customer Obsessed organizations and/or digital first companies

  • BA/BS required

  • Demonstrated experience with key user research and usability techniques and tools – experience with usability and experience design, including:

  • Usability Testing (Moderating Lab and Remote Studies)

  • Leveraging the latest tools (Userzoom, Qualtrics, Mobile Video Journals, etc..)

  • Prototype Testing

  • The Purpose of Your Role

  • This role will be responsible for researching User needs, behaviors, and digital experiences for Fidelity’s Retail organization.  This role will engage with key business stakeholders in an agile working environment, and the individual will closely partner with the working teams to influence user design throughout the entire product/experience life cycle. The position has a high level of exposure to Fidelity business stakeholders and UX Designers.

  • The Skills You Bring

  • Qualitative research skills, with demonstrated capabilities in objective lab and focus group moderation

  • Communication and interpersonal skills -- ability to structure and deliver presentations clearly, crisply, and compellingly

  • Collaboration -- track record of establishing effective cross-functional partnerships and  relationships at all levels in a highly collaborative environment

  • Quantitative research experience in designing studies and analyzing results

  • Continual improvement -- always looking for ways to improve – both individually and organizationally. This individual will need to continuously improve their own functional expertise and the overall performance of the organization.

  • The Value You Deliver

  • Leading key research studies end-to-end including:

  • Developing hypotheses

  • Creating surveys and interview guides

  • Managing recruiting process

  • Moderating lab and remote studies

  • Analyzing findings

  • Synthesizing learning into clear and concise insights and recommendations

  • Generating weekly feedback on products, services and digital experiences from Fidelity’s customer panels

  • Operating in an agile environment

  • (Picture From Fidelity  

    2

    RESEARCH ASSOCIATE

    The Expertise We’re Looking For

  • Bachelor’s Degree required

  • 1-2 years of experience, investment experience preferred

  • Series 7 and 63 (or must obtain within 90 days of hire)

  • Progress towards CFA preferred, but not required

  • The Purpose of Your Role

  • Reporting into the VP, Fund Research, you will be part of the Investment Services Research team within Workplace Investing. In this role, you will be responsible for the production of periodic and ad hoc client presentations, supporting senior analysts with fund analytics and contributing to thought leadership white papers and related presentations.

  • The Skills You Bring

  • You have outstanding quantitative skills including excellent Microsoft Excel and PowerPoint skills

  • You comprehend complex market and investment statistics, and learn quantitative analytical tools to assess investment strategies

  • You have exposure to Morningstar Direct, FactSet, or eVestment

  • You have confidence to interact effectively with analysts and investment consultants

  • You are capable of managing a variety of tasks simultaneously with superior organizational skills

  • You have outstanding written and verbal communication skills

  • You work well in a team environment

  • The Value You Deliver

  • Coordinating the production of the quarterly “Funds for Discussion” presentations of best-in-class mutual funds and CITs meeting our proprietary screening criteria and qualitative assessment of future performance expectations and suitability

  • Supporting one or more analysts with coverage of the investment products within assigned peer groups including:

  • Preparing for meetings with portfolio managers to discuss investment philosophy, investment process, performance and risk characteristics, with a goal of understanding future performance expectations and the suitability for the funds use in Defined Contribution plans

  • Assisting with analysis of fund performance, risk and holdings using analytical tools such as FactSet, Morningstar, and Bloomberg

  • Contributing to investment thought leadership including market analysis and specific research for thematic white papers or client materials

  • Supporting the analyst responsible for custom Investment Consultant and client requests including:

  • Gathering performance and portfolio information on mutual funds and institutional CITs

  • Assisting with client mappings related to merging of 401K plans

  • Providing share class information and comparisons

  • Confirming data such as expense ratio and performance ranking

  • (Picture From Fidelity  

    3

    ACTUARY ASSOCIATE

    The Skills We’re Looking For

  • Mathematics, Actuarial Science or quantitative subject major preferred

  • Strong writing, presentation and communications skills

  • Intellectual curiosity, creativity and openness

  • The Purpose of Your Role

  • The Associate consultant works with Senior Associates, Consultants and Senior Consultants to provide consulting advice to clients regarding their benefit programs with an initial emphasis in defined benefit plans. We work with associates to develop their financial, business and consultative skills. Career path for candidates range from a  pension actuarial focus to a broad client strategy role, advising finance  and human resource executives  regarding their retirement, health and welfare, and employee communications needs.

  • The Skills You Bring

  • Analytical and problem solving skills

  • Effective listening, communication and presentation skills

  • A high aptitude to learn new things quickly and adapt to new situations

  • Desire for a  fast paced and team oriented environment

  • Resourcefulness, organization and the ability to prioritize multiple responsibilities

  • The Value You Deliver

  • Work on annual pension actuarial valuations  to determine cash and accounting requirements

  • Support merger and acquisition transactions as they impact corporate benefit programs

  • Help clients effectively manage their employee benefits programs from a financial, compliance, and communications perspective

  • Develop custom micro sites for a wide range of corporate compensation and benefits needs

  • (Picture From Fidelity  

    4

    INVESTMENT ANALYST

    The Expertise We’re Looking For

  • Minimum 2+ years investment industry experience or equivalent.

  • Series 7, and 63 (or must obtain within 90 days of hire)

  • Bachelor’s Degree Required

  • Progress towards MBA or CFA preferred

  • The Purpose of Your Role

  • The investment analyst is critical to ensuring that all of the investment needs of Fidelity’s Corporate and Tax Exempt Sales Organizations are met.  This role encompasses responsibility for providing investment analysis to the prospect-facing team of account executives, investment consultants and the outside consultant community.  Intimate knowledge and objective analysis of both Fidelity and non-Fidelity products and industry trends is essential.  Analysis could include investment information, fund mappings, 401(k) plan design commentary, and competitive mutual fund analysis for ultimate use by the plan sponsor and 3rd party consultant.

  • The Skills You Bring

  • You have proven time management skills

  • Your analytical skills and in-depth knowledge of investment statistics are one of your biggest strengths.

  • You have outstanding communication skills both oral and written, especially in a group settings

  • You have strong organization skills and an ability to juggle multiple projects simultaneously

  • You thrive in a work environment that is deadline driven

  • You are able to work well independently and take initiative without explicit direction balanced with the ability to work as a contributing member of the Sales Support team

  • You have a strong understanding of the internal and external economics of our business and the regulatory environment impacting our business.

  • The Value You Deliver

  • Responsible for all investment related information for all Request for Proposals (RFPs), and Presentations, including strict adherence to the integrity of the investment data and information thereby protecting the organization’s reputation.

  • Crafting investment materials (Investment Proposals, fund comparisons, plan redesign, custom responses to RFP investment and fee related questions) to assist the plan sponsor and 3rd party consultant decision making process Investment Proposals.

  • Attending internal and external quarterly Portfolio Manager Meetings and internal product and service updates (e.g. advice & guidance products)

  • Continuing education to ensure knowledge of internal and state/federal regulatory compliance standards. his would also include any/all CE requirements required for the appropriate designations and NASD licenses

  • (Picture From Fidelity  

    5

    2017 & 2018 NON-TECH GRADUATES

    Have you recently graduated in 2017 or will be graduating between now and Summer 2018 with your undergraduate degree and seeking a full-time opportunity?  If yes, then we would like for you to consider joining one of the top financial services firms in the world…Fidelity Investments!  We  take pride in our innovative spirit and commitment to integrity while we seek the best and brightest and want to help you develop professionally and gain invaluable experience with world-class training and leadership development.

    Experience the Fidelity culture for yourself! Check out the different areas of opportunity described below.

    The Expertise We’re Looking For

  • Completion of Undergraduate degree in 2017 or Anticipation of completed undergraduate degree in 2018

  • Seeking a non-technical role

  • The Opportunities Available

    Fidelity is not just a financial services company!  We have many opportunities for you to choose  from and a University Recruiter will be able to discuss the specific roles we have available based on the areas of our business that interest you most.  The roles would be in the following areas:

  • Business Strategy & Operations – Work with business leaders to help solve some of our most critical business issues while developing professionally.

  • Finance & Accounting – Provide comprehensive financial services to Fidelity’s businesses, enabling them to strategically allocate resources.

  • Investments & Trading – Work to protect, manage and grow the wealth of Fidelity’s customers.

  • Sales & Relationship Management – Help build strong ties with our customers by offering investment guidance and personalized solutions.

  • Risk Management – Provide specialized support, guidance and expertise to businesses across Fidelity

  • The Value You Deliver

  • Creativity towards solving business problems

  • Client-focused, results-driven mindset

  • Ability to collaborate with others in a team-oriented, fast-paced environment

  • Critical thinking skills and an entrepreneurial spirit

  • (Picture From Fidelity  

    公司简介

    At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. 

    Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.  

    我要应聘

    How To Apply:

    If you are interested, please contact us.

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