Investment Analyst

Title:                            Investment Analyst

Department:               Global Investment Research

Location:                     Sydney

Reports To:                 Director of Research

Level:                             6

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 team and feel like you’re part of something bigger.

Purpose of your role

Our Investment Analyst works as part of our Australian research team in Sydney, assuming analytical responsibility for Australian coverage and providing investment recommendations to our Portfolio Managers both locally and worldwide. Analysts may rotate between different sectors and/or countries every 4-5 years. This provides a diversified experience in different markets and allows for a more all rounded investment professional.

Key Responsibilities

• Take responsibility for the analysis of a list of stocks allocated by the Director of research; typically, such a list will comprise around 25-30 names.
• Ramp coverage on those names within a time period agreed with the Director of Research; typically, within 12 months.
• Use all sources available to formulate a view on the stocks under your assigned coverage. This would include sources within the company as well as other industry sources such as competitors and customers, and external sources such as sell-side brokers and third-party research providers.
• Maintain a current rating on each stock on the assigned coverage list. Ratings go from 1 (strong buy) to 5 (strong sell).
• Publish regular reports on assigned stocks.
• Communicate your views to PMs via written reports, voice mails, emails, and face to face meetings.
• Host company meetings on companies on your list for PMs when appropriate.
• Provide an industry update annually on the industries under your assigned coverage.
• Maintain a notional paper portfolio comprised of the stocks on your assigned coverage list.

Experience and Qualifications Required

• MBA/CFA or relevant degree.
• At least 3-5 years of relevant experience in the financial industry.
• Candidates with less experience will be considered for Research Associate role.
• Excellent financial analytical skills.
• Strong written and verbal communication capabilities.
• Fluent spoken and written English and in some cases, may require local language skills such as Mandarin.
• Highly motivated, able to think logically, critically & quickly.
• Able to work both independently and as part of a Research/Investment team.
• Avidly interested and have a passion for the stock market and has demonstrated this interest through either previous work or personal investment.
• Role is based in Sydney.

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.