Senior Investment Specialist

Job Description

Title:                Senior Investment Specialist

Department:   Fidelity Multi Asset

Reports to:      Multi Asset Investment Director

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 the Fidelity Multi Asset team and feel like you’re part of something bigger.

About your team

Fidelity Multi Asset is a global team managing over $91bn of client assets (as of 30 June 2026) investing in a wide range of asset types including equities, bonds, real estate, infrastructure, and other alternatives. The client base is divided broadly equally between retail/wholesale and institutional clients. Around half of our clients are based in Europe, including the UK, with the remainder split between Asia, Japan, and the Middle East. 

The main objective of the Multi Asset Investment Directing function is to support the development and growth of Fidelity’s business – by delivering client servicing, product and investment specialism and client engagement. To achieve this, the team is responsible for representing the investment capabilities of the Multi Asset team to prospective and existing clients, providing comprehensive and outstanding reporting on portfolios, promoting thought leadership, and generating marketing material to support sales activity.

The team is also responsible for supporting and developing the engagement model with investment teams, the SAA/Macro team, Solutions, operational teams, and distribution to ensure that strategies remain fit for purpose, in line with client requirements as well as co-ordinating with investment teams to develop new products and innovation. This requires strong engagement with distribution, investment management and senior management to evaluate new business opportunities, assess and ensure that the solutions design and strategies delivered to clients are consistent with the investment management approach across the business as well as building relationships with key strategic clients. Success in this field requires strong investment knowledge, a deep and continuously evolving understanding of portfolio strategies, a capacity to communicate these in different formats and an ability to support sales teams through direct client relationships where appropriate. The Investment Directing team is a globally integrated team with representatives in London, Frankfurt, Tokyo, Hong Kong, Dalian, and Gurgaon (India).

About your role
 

• You will join Fidelity’s Multi Asset Investment Directing team, supporting client-facing and product activity for Fidelity’s global distribution business. As well as working closely with the Multi Asset Investment Directors and Solutions Directors, Investment Specialists liaise with the Portfolio Managers and the global sales force. 
• Focus on growing and servicing Fidelity’s Multi Asset strategies and mandates including providing regular updates to existing clients and working with the Investment Directors on pitches and new opportunities.
• Use your experience of the investment industry to help the team deliver quality support, excellent client service, and effective new business generation.
• Responsibilities also include working closely with the Investment Directors and Investment Fund Analysts to develop and enhance a wide range of written materials to support client engagement. This includes pitch books and product presentations, reporting materials, marketing and training collateral, editorial content and thought leadership, RFP/RFI submissions, competitor analysis, and responses to client queries.

Key Responsibilities

Multi Asset (core focus)

• Work with Portfolio Managers and Investment Directors on investment narrative and client materials for assigned strategies and franchises, ensuring consistent messaging across channels and audiences.
• Working with Solutions Directors to discuss prospects and client needs and identify potential solutions.
• Partner closely with Investment Directors and Portfolio Managers: proactively shape content, source insights, and coordinate communications on their behalf.
• Conduct and/or commission deep fund analysis to explain outcomes and manage expectations (e.g., performance attribution, competitor analysis, liquidity analysis, risk exposure, macro sensitivity, revenue exposure, style biases).
• Develop other Multi Asset communications, tailored for different client types, ensuring appropriate governance/compliance.
• Respond to complex investment queries from sales, marketing, RFP/RFI and press colleagues within agreed timeframes.

Cross‑asset perspective (additional capability expectation)

• Integrate Multi Asset insights into broader portfolio and market narratives, helping distribution and clients connect investment outcomes to cross‑capability drivers where relevant.
• Contribute to cross‑capability materials and business development responses across asset classes as needed, supporting consistent messaging and client outcomes.
• Apply solution-oriented thinking: link client needs to appropriate investment solutions across asset classes (within Investment Directing remit).

Ways of working / platform contribution

• Work effectively across stakeholders (IM, Distribution, Marketing, RFP teams) and drive quality, efficiency, and consistency in content and query workflows.
• Support team development and quality oversight across specialists/fund analysts where relevant.

About you

• Strong investment knowledge and the ability to understand and explain a Portfolio Manager’s investment process and portfolio outcomes.
• Proven analytical capability working with complex datasets to interpret investment performance and risks.
• Excellent written and verbal communication skills; ability to translate technical content into clear client‑ready messaging.
• Demonstrable ability to operate with a cross‑asset perspective, including broad understanding of different markets client types and the ability to link client needs to appropriate solutions.
• Experience in producing and owning client materials (e.g., market/portfolio narratives) and partnering across investment teams/functions to ensure alignment and consistency.
• Proactive approach and a ‘can-do’ attitude to take ownership and resolve issues.
• Strong commercial awareness.
• A client and service focused mindset.
• Strong interpersonal skills, preferably with experience of working in a large team and engaging with a broad range of stakeholders.
• Familiarity with tools such as Bloomberg / Eikon / Datastream / FactSet (helpful but not required).
• Local language skills preferred.
• CFA is preferred or demonstrable willingness to study for relevant qualifications.

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.