Sr. Investment Specialist
Fidelity International
3d ago

About the opportunity

Department Description

The Fund Analyst team is part of the Product Management (equity and fixed income) based in London and Investment Specialist team in Hong Kong.

The team members support Investment Directors who in turn represent the Portfolio Managers in London and Hong in client meetings, etc.

The team members generate investment communication material on Fidelity funds i.e. fund performance commentaries, market updates, fund presentations and address ad hoc queries on funds, so as to help in asset gathering and asset retention.

The role is integral to the successful functioning of each product franchise.

Purpose of your role

The individual would be part of the Fixed Income fund analyst team and responsible for providing written content on markets and Fidelity’s Fixed Income funds for client reports, meeting documents etc.

The person is also required to generate / update fund presentations as well as address fund or market-related queries from customers.

The Fund Analyst would be responsible for generation and maintenance of baseline material on fixed income funds and supporting the production of other communication material.

Key Responsibilities

  • Produce market reviews and investment outlook pieces on fixed income
  • Generate written analysis of Fixed income funds portfolio performance, strategy, trading activity for monthly, quarterly or semi annual / annual reports
  • Develop Fund presentations
  • Ensure all standard content on Fidelity fixed income products (RFP / RFI database, sales presentations) is produced on time and to appropriate quality
  • Address ad hoc queries on funds and markets
  • Participate in key franchise team meetings
  • Extract data on Fixed income funds and provide database / charts support to the fixed income Hong Kong team.
  • Also present data in understandable format for sales and marketing teams
  • Produce insightful commentaries and / or competitor analysis that can assist in retention and growth of assets
  • Experience and Qualifications Required

    Master’s in Business Administration or equivalent desirable (preferable graduation in Economics, Commerce, Finance or Business Management) CFA qualification would be advantageous 5-7 years experience in fixed income research In depth knowledge of Fixed Income markets functioning and links between various macroeconomic indicators and their impact on fixed income instruments i.

    e. Government bonds, corporate bonds, high yield bonds and index linked bonds Strong writing skills and ability to deliver quality material to specifications and to deadline Proven analytical skills and competent at analysing Fund-related data Familiarity with databases like DataStream, Bloomberg Familiarity with working on excel and knowledge of developing excel macros will be advantageous Focussed on providing high level of customer service.

    Ability to think from a customer viewpoint and to understand the complexities of fixed income mutual fund portfolios Strong communication skills and ability to build strong working relationships with stakeholders based in global locations Proactive, willing to use initiative in keep abreast of developments in global economies and fixed income markets Strong team player, enthusiastic, dedicated and self-motivated Excellent problem solving skills.

    About you

    About Fidelity International

    We’ve been helping our clients plan and save for the futures they want for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to 2.

    5 million clients everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term.

    And today, building on the security of private ownership and our strong sense of purpose, we’re growing our business like never before.

    What it’s like to work here.

    In our welcoming, caring culture, you’ll feel valued, trusted and free to express yourself. We recognise the value of inclusion and diversity in culture, in thought and in experience.

    With this in mind, please let us know if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

    As well as a clear commitment to inclusion, we offer real flexibility about where, when and how you work. It’s an approach we call dynamic working’, and you’ll find it brings the very best out in you.

    Getting started

    For more about who we are, how we work and the part you could play in both our progress and our future, visit .

    Or, if you’re feeling inspired, start your journey with us right now.


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