Associate Director, Investment Analytics (m f x)

E Fundresearch; City of Westminster; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading international investment management firm in the City of Westminster seeks an analytics specialist to support the establishment of a cross-asset analytics function. Responsibilities include implementing investment risk programs and managing vendor relationships to optimize costs. Ideal candidates will hold a degree and possess strong analytics, communication, and problem-solving skills, while having experience with tools like FactSet and proficiency in Python. The company offers a diverse workplace and encourages applications from all backgrounds.

Benefits

Flexible working options

Inclusive culture

Disability-friendly practices

Qualifications

• Experience in investment risk or analytics functions within Asset Management.
• Track record of successfully delivering on commitments or projects.
• Line management and process redesign experience is advantageous.

Responsibilities

• Support department head in establishing a cross-asset analytics function.
• Implement the Investment Risk and Analytics programme.
• Manage critical vendor relationships for cost savings.

Skills

Strong understanding of analytics

Excellent communication skills

Good problem-solving skills

Proficiency in data science

Education

Degree level education

CFA, FRM, or equivalent preferred

Tools

FactSet

MSCI

Bloomberg PORT

Python

Job description

The Asset Management CAO Team is a part of the investment management team and is responsible for managing and overseeing the IM operating platform. This includes BAU operational activities, business management activities, governance and oversight support, as well as shaping and executing on strategic and regulatory change initiatives across the department. The Asset Management CAO Team works in close collaboration with stakeholders across investment management and the broader organisation to deliver Fidelity wide strategic goals. The Investment Analytics function is a newly created team bringing together Trading Analytics, Portfolio Construction Service and the Performance and Attribution teams into order to create a best-in-class service to our stakeholders.

Responsibilities

• Support the department head in establishing a cross-asset analytics function
• Support the effective implementation of the Investment Risk and Analytics programme
• Collaborate closely with individual analytics team to ensure coordination of activities
• Engage with various asset classes to fulfil requirements and ensure effective stakeholder consultation
• Collaborate with the Market Data team to effectively manage critical vendor relationships and manage cost savings
• Provide reporting and metrics for successful monitoring and evaluation of the team's progress and programme implementation

Culture

• Brave - Challenge the status quo, be accountable and speak up
• Bold - Act with conviction, encourage diverse thinking and keep things simple
• Curious - Learn to do new things in better ways and encourage fresh thinking
• Compassionate - Have empathy, care for colleagues, clients and the community

Qualifications

• Strong understanding of analytics, with experience in investment risk or analytics functions within Asset Management
• Experience of working with risk and attribution systems such as FactSet, MSCI, Bloomberg PORT
• Educated to degree level, with additional qualifications such as CFA, FRM, or equivalent preferred
• Track record of successfully delivering on commitments or projects in a timely and effective manner
• Excellent communication skills, with the ability to engage effectively with stakeholders and senior management
• Good problem-solving skills and ability to adapt to changing requirements or deliverables
• Proficiency in data science, with experience in Python or other coding language is desirable
• Line management and process redesign experience is also advantageous

Benefits

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 locations and with $611.4 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 $471 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. Find out more about what we do, our history, and how you could be a part of our future at Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. Our Values Integrity - Doing the right thing, every time and putting the client first Trust - Empowering each other to take the initiative and make good decision, Investment Management is a multi-location, multi time zone environment and is responsible for all core portfolio management, trading, research and first line risk management activities.