Robert Jenkins
VP Investment Director at FIDELITY     Boston, Massachusetts, United States     Investment Management
Title:
VP Investment Director
Company:
FIDELITY
Sector:
Investment Management
Place:
Boston, Massachusetts, United States
Availability:
Q & A ; Interviews ; Conferences ; Training ; Consulting
    (2 connections)
Summary
SKILL HIGHLIGHTS
Financial services executive with multi-faceted experience ranging from management of a trading division and portfolio analytics operation to strategy consulting, general management of a private equity company and as an institutional portfolio manager overseeing a series of multi-asset class, target date retirement and income replacement funds.
• Exceptional experience and skill set in managing people, building teams and developing and mentoring for growth.
• Proven management and leadership record leading new and existing organizations down paths of strategic change
• Strong relationship building skills both externally with consultants, advisors and clients as well as internally with senior management and distribution channel partners. Extremely effective in both general management and client-facing roles.
• Deep investment expertise across multiple asset classes, portfolio construction, benchmarking and manager selection.
• Experienced speaker and presenter with strong skills in effectively communicating across the spectrum of investment audience sophistication levels in addition to creation of storylines and presentation materials.
• Strategic thinker known for seeing the mosaic of the big picture and effectively understanding the interrelationships of the underlying parts to the benefit of the whole. Alum of the Asset Management strategy consulting practice at McKinsey & Co.
• Endeavor to continuing growing career in roles that leverage my management, strategy, investment communications and client relationship skills within the leadership ranks of a progressive and growing organization.


Business Profile
FIDELITY, group Fidelity Management & Research
Boston, Massachusetts, United States    
09/2006-Present: VP Investment Director at FIDELITY in Boston
VP Investment Director
FIDELITY MANAGEMENT & RESEARCH Co. – Global Asset Allocation Group Boston, MA Vice President, Investment Director 2006 – Present Institutional Portfolio Manager for the Global Asset Allocation Group. This investment team within FMR is responsible for Fidelity’s Freedom Fund lifecycle, target date retirement products, target risk funds, 529 college savings funds, target payment retirement income funds and other structured, asset allocation products. As the fastest growing division at the company we collectively manage over $120 billion in assets with a CAGR in excess of 30%. • Collaborate with lead portfolio managers on investment strategy, asset allocation and future-state fund management strategy • Featured speaker at industry conferences and client/consultant meetings on topics such as: technical specifications underpinning the latest thinking in target date/lifecycle fund investing, asset allocation modeling as well as general trends in the asset allocation industry • Authored several white papers and thought pieces on topics such as: Evaluating Target Date Funds: Beyond Benchmarking, The Art & Science of Constructing a Rolldown and Target Date as Default: Redesigning DC Investment Policy Statements. • Created ‘deep dive’ technical presentations covering our team’s target date asset allocation methodology, portfolio construction approach and future state enhancements for communicating to clients, plan sponsors and investment consultants • Represent the investment staff in articulating process, philosophy and performance at investment reviews, due diligences, finals presentations and industry events. Typically handled 20-30 meetings a quarter with plan sponsor clients, consultant and advisors
Sector:
Investment Management, Mutual Funds / Unit Trusts
Function:
- Fund Management, Portfolio Management / Officer - Executive
Company description:
"Asset management and diversified financial services company."
FIDELITY, group Fidelity Management & Research
Boston, Massachusetts, United States    
Fidelity Investments, group Fidelity Capital - Private Equity division
Boston, Massachusetts, United States    
McKinsey & Company, group Asset Management Practice
Boston, Massachusetts, United States    
Fidelity Investment
Boston, Massachusetts, United States    
Fidelity Brokerage Company, group Spartan Brokerage
Boston, Massachusetts, United States    
Business Objectives
Expertise
Education
Social & Personal




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