Title Associate Investment Director
Department Systematic Investing
Location London
Reports To Head of Systematic Investing
Level Associate Director
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our ISS Client Propositions team and feel like you’re part of something bigger.
About your team
Fidelity Systematic Investing brings together our systematic capabilities across Equities, Fixed Income and Quant to deliver solutions to clients. The business has grown from $3bn in AUM to $30bn in AUM in c.5years, has a strong commercial focus and a healthy pipeline of new business opportunities.
Specifically, the team delivers:
- Access to the full Fidelity alpha generation platform: Portfolios reflect the views from our fundamental research, quantitative research and trading teams.
- Systematic portfolio construction process built on robust quantitative tools, ensuring precise, risk controlled and cost aware positioning.
- Customised portfolio construction.
About your role
- Working cross-asset, assisting in the growth and servicing of systematic capabilities, with an increased focus on Systematic Fixed Income ($10bn AuM)
- Engagement with other stakeholders, (Multi Asset, Solutions, ETFs) to understand their requirements and support delivery using systematic capabilities
- Engage with distribution and key clients, prepare sales content and reflect their requirements in systematic solutions
- Support and interact with clients on new pitches as well as existing mandates
- Technical understanding of Fixed Income markets and drivers
- Development of thought pieces which provide proof statements of systematic capabilities
- Represent Systematic capabilities at internal and external forums
Key Responsibilities
- Championing Systematic Investing, in particular Fixed Income, through the support of its growth objectives and delivery to clients
- Query management and reporting – timely and coordinated execution of client queries and commentaries
- Client servicing and marketing including key investment marketing collateral, client pitch presentations, non-standard presentations and portfolio reporting
- Sign-off reports and presentations produced by Fund Analysts and Investment Specialists
- Content for Product launches, reshapes, DDQ, RFPs, perspectives.
- Coordinate and liaise with IM and Distribution (PMs, PSG, Stats, PCR, Sales & Marketing, RFP)
- Coaching and mentoring interns/graduates as required
- Internal sales training
- Representing Systematic externally in client fund reviews and through support of new business pitches
- Support for SyFI strategies. Technically capable to participate in client facing activities including coverage of the investment process, strategy updates, product updates, client servicing, prospecting, due-diligence, RFPs and product development
- Defence - helping retain business following poor performance or key changes
- Updating and improving presentations - including critique of existing materials and creative thinking to improve messaging
- Collaborate on marketing strategy for the franchise and support product development process, as well as proactive engagement with marketing teams on marketing of strategy
- Understand client needs, feedback client views, provide client voice in e.g. QFRs
About you
The ideal candidate will think and act commercially. They should have excellent communication and organisational skills, be able to multi-task successfully, and have a genuine thirst to help the Systematic team continue to build and scale its business. Alongside a strong knowledge of FIL's current capabilities, markets and systematic approach to investment, they should also be keen to continuously develop their technical knowledge.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Skills Required
- Technical understanding of Fixed Income markets and drivers
- Experience with systematic investing/quantitative portfolio construction
- Client-facing experience: pitches, RFPs, DDQs, and due diligence
- Ability to prepare and sign-off investment marketing collateral, presentations and portfolio reporting
- Strong communication, organisational and multi-tasking skills
- Experience coordinating with PMs, distribution, sales, and marketing stakeholders
- Commercial mindset and ability to support product development and marketing strategy
- Coaching or mentoring experience with interns/graduates or junior staff
Fidelity International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity International and has not been reviewed or approved by Fidelity International.
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Parental & Family Support — Family leave and carers’ support are emphasized via equalized paid parental leave globally and enhanced maternity/adoption policies. Inclusive provisions also cover carers’ leave and compassionate leave to support diverse family needs.
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Healthcare Strength — Healthcare benefits and private medical insurance are consistently highlighted as part of the core package across locations. Wellbeing resources, including an Employee Assistance Programme and menopause support, reinforce the depth of health coverage.
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Retirement Support — Pension and retirement savings are positioned as a strong element of the total package in multiple markets. Retirement design is frequently cited alongside paid time off and flexibility as part of a solid overall offer.
Fidelity International Insights
What We Do
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. *Data as of 31 March 2021
