Investment Consultant Relations Analyst; Institutional
Listed on 2026-11-05
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Fidelity Investments Inc. is seeking a Consultant Relations Investment Analyst to coordinate and respond to data requests, RFPs/RFIs, and due diligence questionnaires. Build strong external relationships with analysts and consultants while supporting internal teams across Asset Management and WI.
The role requires 3+ years in financial services, MBA/CFA progress preferred, and proficiency in Excel, Salesforce, and Morningstar Direct. Series 7/63 licenses within 90 days are required.
We are looking to fill the Investment Consultant Relations Analyst (Institutional) position at Fidelity Investments Inc. in Smithfield, RI, United States.
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This posting is for the Investment Consultant Relations Analyst (Institutional) role at Fidelity Investments Inc., based in Smithfield, RI, United States.
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