Associate - Investment Fund Analyst

2 - 6 years

0 Lacs

Posted:17 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Associate - Investment Fund Analyst in the Client Propositions Support team at Fidelity International, you will play a crucial role in supporting the Investment Directing teams in generating baseline investment communication material for Fidelity funds. This includes market reviews, fund analysis/performance & strategy commentaries for client reports, and fund presentation updates aimed at assisting in asset gathering and retention. Your role is integral to the successful functioning of each product franchise. **Key Responsibilities:** - Produce market reviews and investment outlook pieces - Ability to deliver timely, accurate, and insightful communication on Fidelity funds from a customer viewpoint - Write monthly, quarterly, and annual client reports, as well as statutory annual and semi-annual reports - Present data in an understandable format for sales teams - Ensure timely production of all standard product content for Fidelity products - Address ad hoc data-related queries on funds - Collate and generate presentations using a variety of media - Develop an understanding of the sales process - Support in the automation of information provided to customer services teams **Qualifications Required:** - Masters Degree in economics/business/finance - CFA qualification would be advantageous - 2+ years of relevant experience in security analysis/investment/research related role - Good knowledge of the equity markets and key macroeconomic indicators - Good writing skills with attention to detail - Competent at analyzing fund-related data - Familiarity with databases like DataStream and Bloomberg required - Proficiency with Excel, PowerPoint, and VBA - Strong communicator with the ability to communicate with stakeholders in global locations - Ability to work to tight deadlines and manage multiple priorities - Self-motivated, resilient, and a strong team player - Excellent problem-solving skills and a proactive approach As part of the Client Propositions Support team at Fidelity International, you will be offered a comprehensive benefits package to support your wellbeing and development. The company values a flexible approach to work, ensuring a balance that works for all. Fidelity International is committed to making you feel motivated by the work you do and happy to be part of the team. Explore more about opportunities at Fidelity International on careers.fidelityinternational.com.,

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Fidelity International logo
Fidelity International

Financial Services

Abingdon

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