Quantitative Portfolio Engineer

Quantitative Portfolio Engineer page is loaded## Quantitative Portfolio Engineer locations:
Boston, MAtime type:
Full time posted on:
Posted Yesterday job requisition :
2123900## ##

Job Description:

** The Group
** Strategic Advisers, LLC is a registered investment adviser and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 30 years, Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals.

With more than $1.1 trillion in assets under management as of October 2025, the Strategic Advisers team of investment professionals constructs and manages asset allocation portfolios for more than 3 million customer accounts.

Strategic Advisers is looking for a Quantitative Portfolio Engineer to join the Quantitative Model Management (QMM) group within our Portfolio Engineering organization. The QMM group is responsible for customized model portfolio construction and management for Fidelity’s managed accounts and institutional intermediary clients. We employ investment expertise, quantitative techniques, and technology to scale our investment process across a variety of multi-asset-class strategies, investing in mutual funds, commingled pools, ETFs, and separately managed accounts.
** The Role
** The Quantitative Portfolio Engineer will be responsible for the supervision, implementation and evolution of quantitative model portfolios for Fidelity’s retail and workplace managed accounts. In this role, you will lead the advancement of all aspects of the quantitative investment process and platform. This will entail working closely with our portfolio managers, quantitative research, investment management, and technology teams to deliver investment methodologies and platform capabilities which enable personalized, scalable, innovative, and high-quality quantitative model portfolio management.
** The Value You Deliver**
* ** Portfolio Construction**:
Ownership of the day-to-day quantitative model portfolio construction processes, including building personalized model portfolios at scale and writing production-level code to systematically evaluate portfolio outcomes.
* ** Quantitative Research**:
Lead complex quantitative analysis projects and collaborate with cross-functional teams to develop investment methodology enhancements. Evolve the investment process and workflow to create tax-smart client portfolios, taking into consideration asset allocation, asset location & fund selection to deliver optimal client portfolios.
* ** Investment Oversight**:
Lead the development of a custom-built portfolio oversight platform. Analyze performance, risk exposures, positioning, tax metrics, and additional criteria to ensure alignment with our investment thesis and client goals.
* ** Platform Delivery**:
Partner with investment architecture and technology teams to prioritize the roadmap, define requirements, and design scalable enhancements to our model management platform and systematic processes. Perform end-user acceptance testing.
** Education and Experience
*** 5+ years of investment management experience in roles requiring quantitative research, portfolio construction, and technical skills.
* Experience with quantitative portfolio construction across multiple asset classes, including optimization techniques, tax-sensitive investment management, and portfolio analysis.
* Experience leading end-to-end development of investment management platforms with technology partners—from architecture and requirements through design, testing, release planning, and successful delivery.
* Graduate degree in a related field such as Computer Science, Engineering, Mathematics, or Quantitative Finance.
* CFA or related investment certifications are preferred.
** Skills and Knowledge
*** Advanced skills in programming (Python, Java, R), data access (SQL), version control (Git), and data visualization (Tableau).
* Strong analytical and architecture-oriented mindset,…