Lead - Investment Research

Department Global Investment Research - Research Specialist Team

Reports To Team Lead Associate Director, Investment Research

Level Research Analysis - 5

About your team

Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts.

About your role
The job involves providing comprehensive research support to FILs Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process.

Key Responsibilities

• Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage
• Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis
• Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devils advocate analysis, etc.
• Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas
• Provide quality data and analysis on ESG
• Be a strong subject matter expert
• Keep abreast of trends and developments in the assigned sub sector across geographies
• Build and maintain strong relationships with clients and within the team
• Make regular presentations to the team on relevant topics/areas of expertise

Experience and Qualifications Required

• 2 to 5 years work experience in Investment Research
• Understanding of the Financials sub sectors companies equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous.
• Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred
• Analytical Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data.
• High level of attention to detail and accuracy; Diligence and hard work
• Database skills - Bloomberg, TR Eikon, FactSet and other financial databases
• Excellent relationship management and strong communication and presentation skills

Education

• MBA or Masters in Finance from a prominent institute or CA
• CFA charter or progress towards any level of CFA will be preferred.