Job Description
Title Associate, Investment Research Solutions
Department Global Investment Research
Location Gurgaon, India
Reports To Manager, India Research Solutions
Level 2 (dependent on skills & experience)
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 Investment Solutions & Services at Fidelity and feel like you’re part of something bigger.
About your team
Investment Research Solutions is part of the research section of Investment Management which sits within Fidelity’s Investment Solutions & Services business. The team works closely with equity, fixed income and sustainable research teams of Fidelity, and alongside key cross-asset, supporting and strategic functions such as Cross-Asset Initiatives, including Investment Data & Intelligence, Primary Research, and Investment Research Specialists. Industry-leading investment research is core to Fidelity’s DNA and is at the heart of our clients’ expectations of us as a firm. The intellectual property produced by our research team underpins existing investment strategies as well as drives innovation for future growth. Investment Research Solutions is a cross-asset, global team working closely with a wide group of investment professionals to support key business functions such as operational processes within research and delivery of strategic initiatives, including change and technology platform developments.
About your role
This role exists to support the smooth operational running of investment research and to identify areas for improvement, driving positive change and encouraging best practice to achieve desired business outcomes. Working closely with colleagues in Gurgaon, as well as team members globally, you will develop a deep understanding of FIL’s internal research and reporting platforms, as well as the investment research processes, enabling you to provide mission critical information and support to analysts and their managers on a timely basis. Specifically, you will need to collate, compile, mine and present a broad range of analyst output and company financial data for internal use and regulatory reporting. You will additionally perform administration of company and issuer coverage, create, design, and analyse bespoke reports and dashboards for the Research management team using multiple sources and prepare company meeting packs for the Investment Management team.
About you
- Excellent spoken and written English is essential, along with the ability to build strong, collaborative working relationships globally
- Advanced Microsoft PowerPoint and Excel (including VBA), working knowledge of databases (e.g. SQL), and experience with a visual analytics tool (e.g. PowerBI, Tableau) is essential
- Experience with programming languages Python, or other programming languages would be advantageous
- Previous experience in a research, operations support, data management role, ideally gained in the financial services/investment management industry will be taken into account, but we are happy to consider less experienced but highly numerate and technically skilled candidates with an interest in financial markets and investment management
- Self-motivated, proactive, and positive team-player with strong organisational skills and ability to coordinate multiple schedules
- Responsive; able to understand client needs and to provide and articulate solutions in a timely manner
- Flexible, with a willingness to collaborate and take on new tasks in what is an environment of rapid change
- Experience managing small-scale projects and working on process enhancement and automation
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.
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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
