Head Of Index, Sector, Thematic & Factor Products
Led team responsible for product strategy, development, management and advocacy for Fidelity investment products, including mutual funds, ETFs, CITs and SMAs.
Jan 2018 - Jul 2024
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Scott O'Reilly Email & Phone Number
Retired from Fidelity Investments
2 work emails found
@fmr.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Role
Retired from Fidelity Investments
Location
Suffolk County, Massachusetts, United States
Who is Scott O'Reilly? Overview
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Quick answer
Scott O'Reilly is listed as Retired from Fidelity Investments based in Suffolk County, Massachusetts, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Scott O'Reilly.
Scott O'Reilly previously worked as Head of Index, Sector, Thematic & Factor Products at Fidelity Investments and Vice President and Team Leader, Investment Capability Management at Fidelity Investments. Scott O'Reilly holds Master'S Degree, Finance from Boston College - Carroll School Of Management.
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{first}.{last}@fmr.com
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Profile bio
About Scott O'Reilly
Scott O'Reilly is a Retired from Fidelity Investments.
Listed skills include Mutual Funds, Investments, Equities, Portfolio Management, and 10 others.
5 roles
Scott O'Reilly work experience
A career timeline built from the work history available for this profile.
Vice President And Team Leader, Investment Capability Management
Dec 2011 - Jul 2024
Director Investment Analysis
Promoted from Senior Portfolio Analyst in May 2006• Managed team of 4-5 Portfolio Analysts and Directors. Provided leadership with respect to product positioning, performance and competitive analysis for Fidelity equity funds • Supported investment staff in communication with Fidelity marketing groups, fund trustees and clients: Presented mutual fund reviews and market overviews on behalf of Fidelity investment staff; Developed presentations for portfolio managers and senior management; Produced quarterly investment reviews for institutional clients and individual investors • Authored thought leadership presentations and white papers used in communicating Fidelity’s investment philosophies: Case for Active Management, State of Sell Side Research, What is the Right Number of Stocks in Portfolio, FMRCo Story, Commodities vs. Commodity Stocks, REITs, Gold, Growth Investing, etc.
Jan 2004 - Dec 2011
Manager Performance Analysis
Promoted from Performance Analyst in February 2001.Led group responsible for analyzing and reporting Fidelity mutual fund performance, including: comparative analyses of Fidelity funds versus benchmarks, peer groups and top competitors; analyzing trends of aggregated Fidelity performance vs. largest competitors; developing a suite of reporting for investment staff, product management, and media relations
May 1999 - Jan 2004
Senior Accounting Analyst
Promoted from accounting analyst in June 1998.Calculated, analyzed, and reported accurate NAV’s, mil rates, yields, shareholder activity, security positions, and corporate actions for various mutual funds. Transitioned Fidelity Canada accounting operations from Toronto to Boston; eliminated redundancies and refined the operations, which were previously performed in two separate locations. Redesigned the nightly pricing procedures for offshore funds, which resulted in improved accuracy and a one-hour reduction of distribution time to clients.
Jun 1997 - May 1999
2 education records
Scott O'Reilly education
Master'S Degree, Finance
Bachelor Of Science (B.S.), Business Administration And Management, General
FAQ
Frequently asked questions about Scott O'Reilly
Quick answers generated from the profile data available on this page.
What is Scott O'Reilly's role at their current company?
Scott O'Reilly is listed as Retired from Fidelity Investments.
What is Scott O'Reilly's email address?
AeroLeads has found 2 work email signals at @fmr.com for Scott O'Reilly.
Where is Scott O'Reilly based?
Scott O'Reilly is based in Suffolk County, Massachusetts, United States.
What companies has Scott O'Reilly worked for?
Scott O'Reilly has worked for Fidelity Investments.
How can I contact Scott O'Reilly?
You can use AeroLeads to view verified contact signals for Scott O'Reilly, including work email, phone, and LinkedIn data when available.
What schools did Scott O'Reilly attend?
Scott O'Reilly holds Master'S Degree, Finance from Boston College - Carroll School Of Management.
What skills is Scott O'Reilly known for?
Scott O'Reilly is listed with skills including Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Asset Management, Financial Modeling, and Investment Management.
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