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Director – Competitive Insights

Director – Competitive Insights

CompanyFidelity Investments
LocationBoston, MA, USA, Smithfield, RI, USA, Merrimack, NH, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesMBA
Experience LevelSenior, Expert or higher

Requirements

  • 7-10 years management consulting, corporate strategy, or industry research experience
  • Strong academic credentials: CFA, MBA or other relevant advanced degree preferred
  • Deep interest and curiosity in the Asset Management industry and competitive dynamics
  • Strong strategic thinking and problem-solving skills, including an ability to independently structure problems, execute analysis, and communicate findings
  • A spirit of continuous improvement to evolve existing processes and deliverables
  • Excellent written and verbal communication skills
  • Advanced skills in Microsoft PowerPoint and Excel

Responsibilities

  • Participating in ongoing Industry & Competitive Intelligence (“CI”) efforts, including researching current events, developing industry insights, and completing time-sensitive analysis of important news (e.g., mergers and acquisitions)
  • Leading and supporting the creation of monthly and quarterly competitive newsletters for an audience of ~1,000 internal associates
  • Synthesizing quantitative/qualitative intelligence and preparing comprehensive research studies on various investor segments; such studies would include market size, growth, structure, key players, barriers to entry, distribution models, competitive advantages/disadvantages
  • Developing and maintaining a pipeline of emerging industry trends and their potential business impact for Asset Management
  • Contributing to Fidelity’s broader CI ecosystem by partnering with peers in other divisions to share knowledge and insights

Preferred Qualifications

  • Familiarity with major asset management industry databases, such as SimFund, Bloomberg, and eVestment, is a plus but is not required