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Consultant Relations Investment Analyst
Fidelity
Smithfield, RIPosted Oct 20, 2026 · 12h ago
Mid levelOn-siteBanking
About this role
As a Consultant Relations Investment Analyst, you will be the go-to person for responding to critical investment data requests and due diligence questionnaires from external consultants. You will develop a deep understanding of our investment products and build strong relationships both internally with various teams and externally with consultants to support Fidelity's institutional business.
What we are looking for
6- Respond to ad hoc investment data requests, RFPs, and due diligence questionnaires
- Develop deep understanding of investment content and Fidelity products
- Build relationships with internal partners and external consultants
- Gather, interpret, and synthesize investment data from multiple sources
- Coordinate and complete multiple projects simultaneously
- Obtain Series 7 and 63 licenses within 90 days of hire
Work authorization
No visa sponsorship is available.
