Steve Beck Email & Phone Number
Head of Portfolio Management and FIWA Deputy Chief Investment Officer @ Fidelity Investments
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Steve Beck Location
- Boston, MA, US
Steve Beck Work
- 2025 -now Head of Portfolio Management and FIWA Deputy Chief Investment Officer @
- 2020 -now VP, Portfolio Engineering and Portfolio Manager @
- 2017 -2020 Vice President and Team Leader of Fixed Income and Multi-Asset Class Strategies @
- 2016 -2020 Principal Fund Research Analyst @
- 2015 -2016 Board of Directors, Treasurer @
- 2013 -2016 Sr. Investment Analyst @
- 2011 -2013 Analyst and Team Leader of Fixed Income, Pension Investments @
- 2010 -2011 Financial Analyst, Capital Planning and Analysis @
- 2008 -2010 Associate @
- 2007 -2007 Wealth Management Intern @
- 2006 -2007 Wealth Management Intern @
Steve Beck Education
- Cornell Johnson Graduate School of Management
Master of Business Administration - MBA
2022-2024 - Ithaca College
BS (President: Ithaca College Investment Club, Beta Gamma Sigma, Phi Kappa Phi, Oracle Honor Society, Omicron Delta Epsilon)
2004-2008
Steve Beck Skills
- Financial Modeling
- Investments
- Internal Controls
- Portfolio Management
- Analysis
- Fixed Income
- Alternative Investments
- Equities
- Economics
- Bloomberg
- Hedge Funds
- Due Diligence
- Wealth Management
- Microsoft Office
- Management
- Sales
- Research
- Customer Service
- Disclosures
- Computer Proficiency
- Cover Letters
- Asset Allocation
- Mentoring
- Transitional
- Regulations
- Wealth
- Tsp
- Gamma
- Reports
- Financial Statements
- International
- Remediation
- Delta
- News
- Cash
- Shareholders
- Stock Market
- Kpmg
- SPSS
- Summaries
- Flows
- Marketing
- Training
- Video
- Financial Markets
- Chartered Financial Analyst
- Policy
- Pitch
- Software Lifecycle
- Relay for Life
- Operations
- Testing
- Accounting
- Six Sigma
- Honors and Awards
- Brokers
- Compliance
- Auditing
- Editing
- Contractual Agreements
- Meetings
- Securities
- Administrative Work
- Finance
- Reporting
- Mutual Funds
- FASB
- Quantitative Analytics
- Projecting
- Presentations
- Conciseness
- Philadelphia
- Risk
- Marketing Materials
- Google Groups
- Coordinated
- Volunteering
- Merrill Lynch
- Oracle
- DCF
- Science
- Conceptual Modeling
- Forecasting
- Administrative Assistance
- Bear
- Flipbook
- Honor
- Market Updates
- Equity Research
- Eviews
- Guidance
- Policies and Procedures
- Internal Audit
- New York
- Financial Reporting
- Sarbanes Oxley Act
- Databases
- Cold Calling
- Capital Markets
- Business Cards
- Valuation
- Design
- Thompson One
Steve Beck Summary
- Steve Beck, based in Boston, MA, US, is currently a Head of Portfolio Management and FIWA Deputy Chief Investment Officer at Fidelity Investments. Steve Beck brings experience from previous roles at Fidelity Investments and CFA Society of San Diego. Steve Beck holds a 2022 - 2024 Master of Business Administration - MBA @ Cornell Johnson Graduate School of Management. With a robust skill set that includes Financial Modeling, Investments, Internal Controls, Portfolio Management, Analysis and more. Steve Beck has 1 emails and 1 mobile phone numbers on RocketReach.
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