James Britt Email and Phone Number

One of 36 individuals globally to take part in a two-year formal rotational graduate training program, completing rotations in Distribution, Credit Research and Private Equity

• Supported a team of 10 Regional Investment Consultants in the Institutional Asset Management division responsible for the delivery of original insights, tailored access, and diverse investment capabilities to financial advisors and advisory firms• Helped drive future business with a $10 million advisory team by analyzing a $4.3 million municipal bond dominated portfolio with the goal of identifying opportunities to position a comparable Fidelity fund• Assisted in the analyzation and construction of a $300 million multi-asset class institutional portfolio by comparing similar advisory funds on the basis of risk-adjusted excess returns, batting average, R-squared, and net expense ratio, among other metrics • Participated in market presentations, mock sales calls, and advisory fund pitch competitions, increasing my knowledge of past paradigm shifts, consultative sales processes, and top-grossing institutional products• Attended numerous key note speaker presentations administered by asset class specialists, institutional portfolio managers, and the Capital Markets team

• Advanced key partnerships between Fidelity Charitable and center of influences at large wire houses and with channel partners through analyzing charitable contributions and significant interactions• Supported an increase in organization-wide cumulative contributions by 48% from roughly $1.4 billion to over $2 billion by constructing and presenting quarterly territory execution reports, computing key statistical performance indicators such as the penetration rate and growth rate of various accounts, analyzing inflows, and conducting cross-client comparable analyses, as well as strategically directing fundraising efforts• Engaged in sales and liquidation strategy trading activities for elemental and derivative securities