Nicholas Wilson-Thayer
Boston, MA, United States0
Regional Investment Consultant at Fidelity Investments
Regional Investment Consultant at Fidelity Investments advising financial advisors on portfolio construction and product positioning across Southwestern CT and the greater NY area. Santa Clara University economics graduate with prior internships in investment analytics, real estate, and public-sector finance.
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Experience
Fidelity Investments
Jun 2023 — May 2025 · 1 yr 11 mos
Regional Investment Consultant
Jun 2024 — May 2025
• Build consultative relationships with financial advisors across major firms in CT/NY, helping them optimize Fidelity products and grow their practices.
• Analyze advisor portfolios to assess asset allocation, risk exposure, and product alignment, identifying growth opportunities and advisor pain points to deliver strategic, client-focused recommendations.
• Leverage expertise in Mutual Funds, ETFs, SMAs, model portfolios, alternatives, and crypto to support product positioning and advisor education.
• Stay current on capital markets and macro trends to help advisors make informed decisions and enhance client outcomes.
Northeast Team Quality and Execution Award:
• 107% attainment of territory revenue goal, above-target performance on all 14 tracked KPIs, and top-quartile rankings on 11 of those 14 across our Texas and Rhode Island offices.
Business Analytics and Insights Intern
Jun 2023 — Aug 2023 · Boston, Massachusetts, United States
Created data-driven reports and presentations supporting investment strategy alignment and executive decision-making. Analyzed KPIs and led cross-functional data projects to improve workplace investing strategies.
Real Estate Project Intern
ValcambreAug 2022 — Dec 2022 · Seville, Andalusia, Spain
Ran weekly market analysis and rental pricing in Excel and supported operational logistics in bilingual settings. Researched property tech, market trends, and expansion opportunities.
Finance Intern
Massachusetts Water Resources AuthorityJun 2022 — Aug 2022 · Boston, Massachusetts, United States
Analyzed bond portfolios ranging from $6M to $600M and capital budgets using financial models. Supported bond defeasance efforts and interest rate reduction initiatives.
Real Estate Intern
Coldwell Banker RealtyJun 2022 — Aug 2022 · Boston, Massachusetts, United States
• Assisted lead agents in the showing of open houses
• Actively communicated with sellers, buyers, and renters to understand property needs, timeline, and budget
• Efficiently marketed and advertised on-market and off-market properties generating thousands of viewings
Education
Universidad Pablo de Olavide
Economics
Aug 2022 — Dec 2022
Newton South High School
High School Diploma
Sep 2016 — Jun 2020
GPA: 3.5/4.4; High Honor Roll (2019-2020); two-time D.E.C.A. District Competition Winner; two-time D.E.C.A. State Competition Qualifier; D.E.C.A. International Competition Qualifier (2018-2020)
Credentials
F
Course
Series 63
FINRA
Issued Sep 2024
F
Course
Series 7
FINRA
Issued Aug 2024
F
Course
Securities Industry Essentials (SIE)
FINRA
Issued Jul 2024
C
License or certification
Bloomberg Essentials
Corporate Finance Institute
Issued Dec 2020
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Skills
Project ManagementPortfolio AnalysisAsset AllocationInvestment StrategiesCapital MarketsClient RelationsConsultingData Analysisfinancial analysisportfolio constructionrisk analysisMicrosoft ExcelPowerPointOutlookWordWindows