Senior Portfolio Engineer

Systematic Portfolio Engineering is responsible for portfolio construction and trading of Fidelity’s retail and workplace managed accounts. We employ investment expertise, quantitative techniques, and technology to scale our investment processes across both taxable and tax qualified portfolios with a mix of single and multi-asset class strategies, investing in a range of securities, including stocks, bonds, ETFs, mutual funds, and separately managed accounts.

Role & responsibilities

Strategic Advisers is hiring a Senior Portfolio Engineer to join the Systematic Portfolio Engineering team. The role will be located at our Dublin, Ireland office, working collaboratively with team colleagues in the US (Boston and Denver). You will be part of a dynamic group, tasked with developing innovative ways to manage client portfolios at scale.

Team members will work across multiple focus areas, including:

· Investment management of multi-asset & single-asset class managed account products

· Quantitative analysis and oversight of portfolio holdings & risk exposures

· Investment automation & platform architecture

· Research & Development to continually improve optimization & portfolio construction methodologies

Experience

10+ years in the asset management industry, ideally with experience of:

1. Quantitative/systematic approaches to investing & portfolio construction
2. Portfolio optimization software (e.g. Axioma)
3. Risk models (industry standard like Barra, or proprietary)
4. Owning investment decisions in equity or multi asset class investment strategies
5. Writing and deploying production-quality code
6. Working with large financial datasets (1M+ rows)
7. Working in a highly collaborative, team-oriented environment

Education

1. Undergraduate degree in Finance, Economics, Math, Physics, Computer Science, Engineering or related field
2. Postgraduate qualification in Quantitative Finance or similar area preferred
3. CFA / CAIA designation preferred

Skills and Knowledge

Quantitative & Financial Expertise

1. Deep understanding of financial markets and asset management industry
2. Knowledge of portfolio optimization techniques and software (preferably Axioma)
3. Knowledge of tax-aware investment methodologies

Programming & Technology

1. Advanced programming ability in Python or R, and comfortable using these tools for quant analysis
2. Strong SQL knowledge and comfort with various database technologies (e.g. Oracle or Snowflake)
3. Object-oriented programming experience (Java or Groovy)

Professional & Interpersonal

1. Strong communication skills & ability to effectively convey technical topics to non-specialist audiences
2. Comfortable collaborating across investment functions (e.g. with traders, portfolio managers, operations teams) as well as with technology partners

Location

Citywest Business Campus, Dublin 24

(Hybrid work policy with mix of on-site and remote working)