Senior Level Investment Analyst Jobs
Senior level investment analyst jobs place experienced professionals in ownership of portfolio strategy, analytical frameworks, and the cross-functional teams that drive investment decisions. Roles are distributed across on-site, remote, and hybrid settings in Insurance, Investment & Asset Management, and Law & Legal Services, with Invesco, Morgan Stanley, and National Life hiring at this level now.
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Job Description
The Groups and Team
Quantitative Research & Investments (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. With around $850 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, and other custom institutional solutions. The Multi-Asset Class (MAC) Quantitative Research Team within QRI provides research and analysis to FAMS portfolio managers and other investment professionals in support of our broad range of investment solutions. This research is vital in helping portfolio managers to select the most suitable investment options and manage asset class and risk exposures across all investment solutions we deliver. Members of the team either work directly within a specific investment team as an embedded analyst or support all investment teams as a central analyst.
The Role
Fidelity is seeking a seasoned quantitative investment analyst to join the Multi-Asset Class (MAC) team, supporting our target date strategies. As a key contributor, you will develop and communicate market views, produce thematic research and thought leadership, and design and evaluate innovative investment strategies focused on alpha generation. You’ll enhance quantitative frameworks for both strategic and tactical asset allocation, and refine tools for outcome-driven portfolio construction and risk management. Your work will directly impact the management of Fidelity’s mutual funds and client accounts, while also supporting the development of new products tailored to evolving client needs.
Responsibilities
Responsibilities will vary based on your experience, skillset, and the team’s priorities, which may shift over time. Potential areas of focus include:
- Proprietary alpha signals and factor models
- Systematic cross-asset investment strategies
- Discretionary macro research
- Target date glidepath design
- Retirement solutions to address longevity risk
- Downside protection and robust diversification
- Liability-driven investment solutions
The ideal candidate will bring deep multi-asset market expertise, strong quantitative and programming capabilities using agentic harnesses, and advanced data modeling skills. Success in this role requires analytical rigor, clear communication, and a collaborative mindset.
The Value You Deliver
- Develop and communicate global macro views based on both independent and collaborative research.
- Conduct research in tactical asset allocation, while also supporting strategic asset allocation, portfolio construction, and manager research.
- Build quantitative tools and infrastructure to support discretionary and systematic investment processes.
- Collaborate with investment, client-facing, data and technology teams.
- Translate complex quantitative ideas for non-technical audiences.
- Share insights through stakeholder presentations and published research.
The Expertise And Skills You Bring
- Deep understanding of market dynamics, quantitative strategies, portfolio construction, and risk management.
- Advanced degree in finance, math, engineering, science, or business.
- 7+ years in multi-asset quantitative research.
- 3+ years generating alpha in discretionary investment processes.
- Programming and data management experience; proficiency in agentic harnesses using Python or R.
Leadership Competencies You Demonstrate
- Strategic thinker with a bias for timely execution.
- Professional presence with strong communication across all levels.
- Independent idea generator with a collaborative working style.
- Passionate about markets and investing.
- High integrity, humility, and team orientation.
- Committed to investment principles and repeatable processes.
- Client-focused mindset.
The base salary range for this position is $100,000 - $200,000 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.
Certifications
Category: Investment Professionals
Job Description
The Groups and Team
Quantitative Research & Investments (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. With around $850 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, and other custom institutional solutions. The Multi-Asset Class (MAC) Quantitative Research Team within QRI provides research and analysis to FAMS portfolio managers and other investment professionals in support of our broad range of investment solutions. This research is vital in helping portfolio managers to select the most suitable investment options and manage asset class and risk exposures across all investment solutions we deliver. Members of the team either work directly within a specific investment team as an embedded analyst or support all investment teams as a central analyst.
The Role
Fidelity is seeking a seasoned quantitative investment analyst to join the Multi-Asset Class (MAC) team, supporting our target date strategies. As a key contributor, you will develop and communicate market views, produce thematic research and thought leadership, and design and evaluate innovative investment strategies focused on alpha generation. You’ll enhance quantitative frameworks for both strategic and tactical asset allocation, and refine tools for outcome-driven portfolio construction and risk management. Your work will directly impact the management of Fidelity’s mutual funds and client accounts, while also supporting the development of new products tailored to evolving client needs.
Responsibilities
Responsibilities will vary based on your experience, skillset, and the team’s priorities, which may shift over time. Potential areas of focus include:
- Proprietary alpha signals and factor models
- Systematic cross-asset investment strategies
- Discretionary macro research
- Target date glidepath design
- Retirement solutions to address longevity risk
- Downside protection and robust diversification
- Liability-driven investment solutions
The ideal candidate will bring deep multi-asset market expertise, strong quantitative and programming capabilities using agentic harnesses, and advanced data modeling skills. Success in this role requires analytical rigor, clear communication, and a collaborative mindset.
The Value You Deliver
- Develop and communicate global macro views based on both independent and collaborative research.
- Conduct research in tactical asset allocation, while also supporting strategic asset allocation, portfolio construction, and manager research.
- Build quantitative tools and infrastructure to support discretionary and systematic investment processes.
- Collaborate with investment, client-facing, data and technology teams.
- Translate complex quantitative ideas for non-technical audiences.
- Share insights through stakeholder presentations and published research.
The Expertise And Skills You Bring
- Deep understanding of market dynamics, quantitative strategies, portfolio construction, and risk management.
- Advanced degree in finance, math, engineering, science, or business.
- 7+ years in multi-asset quantitative research.
- 3+ years generating alpha in discretionary investment processes.
- Programming and data management experience; proficiency in agentic harnesses using Python or R.
Leadership Competencies You Demonstrate
- Strategic thinker with a bias for timely execution.
- Professional presence with strong communication across all levels.
- Independent idea generator with a collaborative working style.
- Passionate about markets and investing.
- High integrity, humility, and team orientation.
- Committed to investment principles and repeatable processes.
- Client-focused mindset.
The base salary range for this position is $100,000 - $200,000 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.
Certifications
Category: Investment Professionals
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Senior Level Investment Analyst Jobs: Frequently Asked Questions
How do I get a senior level investment analyst job?
Employers hiring at the senior level look for candidates who have owned investment theses end-to-end, not just contributed to them. Demonstrating that you have led deal execution, managed junior analysts, and influenced portfolio or allocation decisions directly sets you apart. A CFA charter, deep sector expertise, and a record of presenting to investment committees all strengthen your candidacy at this stage.
Which companies hire senior level investment analysts?
Companies hiring senior level investment analysts right now include Invesco, Morgan Stanley, and National Life, based on current listings on Migrate Mate as of September 2026. Hiring at this level covers asset managers, private equity firms, corporate strategy teams, and financial institutions that need professionals capable of leading research and owning investment recommendations independently.
Are there remote senior level investment analyst jobs?
Yes, though availability varies by employer type and deal sensitivity. About 25% of senior level investment analyst openings are remote or hybrid as of September 2026, with hybrid arrangements most common among large institutional employers and fully remote roles concentrated at firms where deal flow is less client-facing.
What makes an investment analyst role senior level?
A senior level investment analyst role is defined by ownership rather than support. You are expected to develop and defend original investment theses, manage the analytical work of junior team members, and engage directly with portfolio managers or investment committees. The scope is broader, the accountability is higher, and the expectation is that you operate with minimal oversight on complex mandates.
Which industries hire the most senior level investment analysts?
Senior level investment analyst roles concentrate in Insurance, Investment & Asset Management, and Law & Legal Services, based on current listings on Migrate Mate as of September 2026. These sectors drive hiring at this level because they manage large pools of capital, require sophisticated valuation and risk analysis, and rely on senior analysts to provide the independent research that informs high-stakes allocation decisions.