Investment Consultant

Job Category: Accounting/Finance/Insurance Career Level: Experienced (Non-Manager) Location: Covington, KY Status: Full Time, Employee Company: Fidelity Reference Code: 0802104 Investment Consultant Business OverviewInvestment Services provides investment-related support and education for Fidelity Investments Retirement Services associates and clients across all segments. Investment Consultants are an internal group of professionals with broad financial backgrounds focusing on money management and consulting. This group is available to help Plan Sponsors make educated investment-related decisions associated with their DC or DB plans. Consultant Relations provides support to external consulting firms regarding PWI’s investment management, recordkeeping, client servicing, new Fidelity products and services, emerging trends in the marketplace, and benefits outsourcing capabilities Position DescriptionThe Investment Consultant within Investment Consulting Services (ICS) will act as the primary investment contact within Fidelity Investments Retirement Services Co. (FIRSCo) for clients regarding their 401K plans with potential for exposure to other institutional markets. The successful candidate will be an experienced, articulate presenter, and have the presence to carry authority at senior corporate level both within the client base and within Fidelity. The Consultant will be located in Covington, KY or Marlborough, MA. Primary ResponsibilitiesThe Investment Consultant will work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with his/her designated clients but particularly with focus on the "investment decision maker". Occasionally the Investment Consultant may also be required to join a sales team, adding an investment focus to a "finals" presentation.He/she will be a team player, and be expected to both contribute their expertise and ideas freely, but at the same time, learn from a very knowledgeable peer group.Education and Experience: MBA and/or CFA/CFP strongly preferred Minimum of 5 years investment consulting experience.Ability and desire to identify, and build relationships with their client's investment decision-maker. Skills and Knowledge:Ideally, the successful candidate will have significant knowledge in the following areas or the ability to very quickly pick up such knowledge: Detailed understanding of Fidelity's mutual funds and other investment vehicles, plus those of our Fundsnet partners and a general understanding of the various non-mutual fund investment vehicles that often accompany institutional plans.Excellent understanding of the economy and its drivers.Ability to explain the interaction of various asset classes and equity styles in particular market cycles and relate that to the performance of funds.Solid understanding of asset allocation methodology and style analysis together with the quantitative background to the processExcellent understanding of 401K investment menu design.Travel: intensity will depend on location, but in any event can be accomplished mostly via "day trips".  35% travel required. Company overview:Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of $3.0 trillion, including managed assets of $1.4 trillion as of February 28, 2007. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to more than 23 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.