Associate Director, Investment Analytics (m f x)

E Fundresearch; Greater London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A financial services firm is seeking an Associate Director of Investment Analytics in London. This role involves establishing a cross-asset analytics function and implementing a strategic Investment Risk and Analytics program. The ideal candidate must have experience in analytics functions within Asset Management, strong communication skills, and the capability to manage stakeholder engagement effectively. Proficiency in tools like FactSet and programming skills in Python are desirable. The position offers opportunities to lead teams and enhance collaboration across various departments.

Benefits

Company-sponsored retirement plans

Flexible working arrangements

Inclusive workplace culture

Qualifications

• Educated to degree level, with additional qualifications such as CFA, FRM, or equivalent preferred.
• Strong understanding of analytics, with experience in investment risk or analytics functions within Asset Management.
• Proficiency in data science, with experience in Python or other coding language is desirable.

Responsibilities

• Support the department head in establishing a cross-asset analytics function.
• Provide reporting and metrics for successful monitoring and evaluation of the team's progress.
• Collaborate closely with individual analytics teams to ensure coordination of activities.

Skills

Strong understanding of analytics

Experience in investment risk or analytics functions

Excellent communication skills

Good problem-solving skills

Proficiency in data science

Education

Degree level education

CFA, FRM, or equivalent

Tools

FactSet

MSCI

Bloomberg PORT

Job description

Associate Director, Investment Analytics (m f x) London

Investment Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge

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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

Our Behaviours

Our employees should be:

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

Department Description

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.

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.

Purpose of your role

The main objective of this position is to support the department head in establishing a new Investment Analytics function and implementing the strategically important Investment Risk and Analytics programme. This involves delivery of new risk and attribution reporting, streamlining processes and enhancing collaboration across various teams to improve efficiency and consistency in analytics delivery.

You will work within a small team and collaborate effectively with individuals across all levels, from senior management to junior developers. Additionally, you may take on managerial responsibilities for some of the teams or provide oversight for specific activities, ensuring alignment with strategic objectives.

The candidate will play a crucial role in the team's success by analysing existing processes, providing clear requirements to development teams, and engaging with key stakeholders to ensure the successful implementation of solutions. Furthermore, the role will involve working across different asset classes to ensure that requirements are fulfilled, stakeholders are appropriately engaged, and successful solutions are implemented.

• 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.
• 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.