Job Description
Title Senior Investment Specialist
Department Equities - Investment Directing
Location Hong Kong
Reports To Head of Investment Directing, Equities
Level Senior Manager
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 [insert name of team/ business area] team and feel like you’re part of something bigger.
About your team
The Equity - Investment Directing Team is composed of a series investment specialists, each with a specific geographical/asset class coverage. The team acts as an interface between Fidelity’s investment team (fund managers and Investment Directors) and Fidelity’s client-facing personnel through the co-ordinated and consistent delivery of key investment messages across Fidelity’s equity fund range.
About your role
We are hiring a Senior Investment Specialist to take franchise‑level ownership of an equity strategy group, acting as the key interface between portfolio managers/investment directors and Fidelity’s client‑facing teams. The primary focus of the role remains equities: working with the Portfolio Managers and Investment Directors to deliver consistent investment messages and providing deep analysis to explain performance patterns and risk.
To respond to the latest client needs, the role also requires a cross‑asset perspective - the ability to frame investment outcomes in the context of broader market drivers and portfolio construction conversations, and to integrate messaging across capabilities where relevant. This cross‑asset capability is an additive requirement to strengthen client relevance and commercial effectiveness.
Key Responsibilities
Equities (core focus)
- Work with Portfolio Managers and Investment Directors on investment narrative and client materials for assigned equity strategies/franchise, ensuring consistent messaging across channels and audiences.
- 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).
- Other equity 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 equity 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 equity investment knowledge and the ability to understand and explain an equity PM’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/clients 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.
- Familiarity with tools such as Bloomberg / Eikon / Datastream / FactSet (helpful but not required).
- CFA or CFA ESG 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.
Skills Required
- Strong equity investment knowledge and ability to explain portfolio outcomes
- Proven analytical capability with complex datasets to interpret performance and risks
- Excellent written and verbal communication skills; translate technical content into client-ready messaging
- Demonstrable ability to operate with a cross-asset perspective and link client needs to solutions
- Experience producing and owning client materials and partnering across investment teams
- Familiarity with Bloomberg, Eikon, Datastream or FactSet
- CFA or CFA ESG, or willingness to study for relevant qualifications
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
