Senior Associate - Investment Specialist
Fidelity International · Gurugram · onsite · Posted today
Undisclosed7–12 yrsfulltimeSourced from
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About this role
Job Type: Permanent
Title: Senior Associate - Investment Specialist
Department: Systematic Investment Group
Location: Gurgaon
Level: 3
Job Summary
The individual will act as an agent for growth of the Systematic Investment business, remain focused on efficiency and profitability and ensure excellence of client service. As a key member of a growing team, the successful candidate will be able to influence how the Systematic proposition evolves to meet client needs. Accordingly, we need an entrepreneurial and enthusiastic Investment Specialist needed to work in the Systematic team.
Responsibilities
- The role will include creating new collateral and assisting in the commercialisation and ongoing servicing of our Systematic Quant capabilities. Fidelity's Quant team have recently expanded to include Portfolio Engineering directly managing client assets of c.$15bn+. Whilst we do not expect the candidate to have a quantitative background, they should bring asset class experience alongside the intellectual curiosity needed to pick up new and challenging concepts. They will be heavily involved in building up the marketing needed to grow and service this business.
- The candidate will support our ID team, including driving new initiatives and working on new business opportunities across the Systematic ecosystem, primarily in Asia but potentially also in Europe depending on the opportunity set. Flexibility, a keenness to work cross-asset (Fixed Income and Equities), and a strong attention to detail are a must.
- A team player is critical with strong communication skills as this is a busy, high energy team.
- Production of marketing materials, including pitch books and client updates and working with teams globally for onboarding new clients and mandates.
- Working with Fidelity's internal distribution teams to support their knowledge and promotion of Fidelity Systematic Investment portfolios and broader investment capabilities.
- RFP/RFI support, articulating Fidelity Systematic Investment Groups investment process and disciplines (both broadly and for specific portfolios.)
- Query resolution, specifically ensuring that ad hoc fund and strategy queries from clients/sales force are answered quickly and accurately, to be done in concert with global team.
- Working with the India-based Investment Fund Analysts to support regular standard fund reporting requirements.
- As required, cover regular reporting, working with others in the team to analyse performance, attribution and positioning data and articulate investment messages to clients and distribution teams.
- Liaising with colleagues globally to share information and best practice and to help provide information to clients in a range of formats, including written material, internal briefing or training, and participating in client calls or meetings as appropriate.
Experience and qualifications
- A client and service focused mindset.
- Excellent communication and interpersonal skills, preferably with experience of working in a large team, and engagement with stakeholders.
- Graduate or higher qualification with significant experience finance industry experience in one or more of fixed income, equity or multi asset.
- Experience in investment writing and content production (in a variety of formats.)
- Broad knowledge of wholesale and institutional client types.
- Excellent capability with Excel, Word and PowerPoint.
- Familiarity with financial data - using Thomson Reuters Datastream, Eikon, Bloomberg and or other third party systems.
- Strong data and analytical skills.
Desired experience and qualifications
- Post graduate qualification in finance or related field.
- Context, understanding of the systematic and quantitative analysis and investment process and its drivers, coupled with a knack and knowledge of various quantitative investment models.
- Knowledge of key institutional client types and their requirements (e.g. insurance, banking and pensions.)
- A grounding in portfolio theory and investment concepts.
- Basic knowledge of VBA, Python or other programming language.
- Ability to use AI to make the process more efficient
- Knowledge of Fidelity data and systems (e.g. PAS, Insights, Discovery, etc)
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Skills
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About Fidelity International
Fidelity International
Financial Services
4.5k+
employees
1969
57 years old
New Delhi, Delhi
India
About
Fidelity International operates as a major investment services provider, delivering diverse financial solutions and expertise across global markets.
Industries
Financial ServicesConsulting
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