Strategy Selection Specialist Job at Fidelity International – in Gurgaon, Haryana
Fidelity Solutions & Multi-Asset is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at Fidelity Solutions & Multi-Asset draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Tactical Allocation Research, Manager Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management.
The Investment Research Support department is based out of two locations – Gurgaon, India and Dalian, China. The department provides research support (building financial models, maintaining industry databases and conducting industry and company analysis) to all FIL equity, credit and strategy selection analysts, as well as select portfolio managers. This allows analyst teams to cover a higher number of stocks/credits/funds, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. Additionally, the team has data intelligence capabilities that have allowed FIL Research to build proprietary data series, add an analysis layer over Research IT tools, and do custom quant work for analysts and PMs. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts.
Purpose of your role
You will be working with an international team of analysts who recommend strategies that go into Fidelity’s Multi Asset funds/solutions, building blocks/model portfolios for advisory mandates, and funds for the ‘Select Lists’ that are highlighted on our retail investor platforms in the UK and Germany. Their work covers all asset classes, active and passive strategies, public and private market strategies, and market style analysis. Your job will be primarily focussed on one out of three asset classes, i.e. equities, fixed income or alternative investments, and will involve providing comprehensive research support to Fidelity’s Multi Asset Research team in its regular business functions and projects, to help make our research more scalable. Typical tasks could include screening and analysis of large data sets, development of analytical templates and tools, targeted industry/market analysis in preparation for meetings with fund managers, taking notes during meetings with fund managers, analysis of return drivers and risk metrics of model portfolios, helping build consistent frameworks for monitoring of different fund universes, providing data for performance monitoring of that coverage, helping automate responses to standard data requests, drafting commentary for regular portfolio or model portfolio performance updates, etc. The role will require a good understanding of the passive and active fund management space in at least one asset class and expertise in data analysis techniques, as well as a collaborative, flexible, hands-on approach with a good dose of creative analytical thinking.
Provide all-round research support to FIL Strategy Selection Analysts covering a broad universe of funds (and sometimes listed vehicles) focussed on either Equities, Fixed Income or Alternative asset classes.
Provide research input and authoring support for the publication of Multi-Asset research notes.
Regularly review model portfolios of equity/fixed income/ alternatives managers according to risk/return specifications.
Provide quality data and analysis to make the research process more efficient and robust.
Prepare fund and fund universe screening tools based on performance, risk, style/factor bias, ESG and other fund parameters.
Keep track of emerging risks and investment opportunities in the assigned asset class.
Keep abreast of significant trends and developments in the global fund management space.
Build and maintain strong relationships with FIL analysts and within the local team.
Experience and Qualifications:
Deep understanding of one or more asset classes out of Equities, Fixed Income or Alternative investments.
Prior experience of 2-5 years as Fund Research or Manager Research analyst or other similar industry role.
Strong analytical and numerical skills combined with high-degree of proficiency in Advanced Excel use.
Familiarity with financial database systems like Morningstar, Style Research, FactSet, etc is a good to have.
Working knowledge of visualization tools such as PowerBI, Tableau, etc., will be a plus.
Strong communication and presentation skills.
MBA from a prominent institute or CA or Master’s in finance
CFA qualified or studying towards the CFA designation
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. Data as at 31 March 2021. Read more at https://www.fidelityinternational.com/
Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.
Company: Fidelity International –
Company Location: Gurgaon, Haryana