Investment Analyst

Fidelity International; Hong Kong; On-site; HKD 700,000 - 1,000,000; Full time

Benefits offered by this job

Benefits package

Flexible working opportunities

Wellbeing support

Job summary

Fidelity International in Hong Kong/Shanghai seeks an Equity Research Analyst to lead regional coverage and generate investment ideas for Portfolio Managers worldwide.

You rotate sectors/countries every 3–4 years, work with PMs, and develop regular stock reports. Travel around the region at least 20% of the time; MBA/CFA or equivalent degree is required. Strong communication skills and English fluency are essential.

Qualifications

• MBA or CFA or relevant degree.
• At least 5 years of equities research experience.
• Excellent financial analytical skills.
• Strong written and verbal communication capabilities.
• Fluent spoken and written English.

Responsibilities

• Analyze a list of stocks allocated by the Director of Research.
• Ramp coverage on assigned names within 12 months.
• Form views using internal and external sources.

Skills

Equities research

Financial analysis

Written communication

Verbal communication

Independence

Education

MBA or CFA

Job description

About the Opportunity

Job Type: Permanent

Application Deadline: 01 October 2026

Job Description Title Investment Analyst Department Equity Research Location Shanghai or Hong Kong 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 equity research team and feel like you’re part of something bigger.

About your team

The equity investment department has responsibility for all retail and institutional funds managed by FIL. This responsibility includes managing equity portfolios in accordance with the stated investment objectives contained in the fund’s prospectus, trust document or Investment Management Agreement (IMA). The research department – 140 equity analysts and additional specialists provide analysis on companies, stocks and sectors, working closely with fund managers to select stocks for their portfolios.

About your role

Our Equity Research Analyst works as part of our regional research team, assuming analytical responsibility for regional coverage (sector or country) and providing investment recommendations to our Portfolio Managers both locally and worldwide. Analysts may rotate between different sectors and/or countries every 3-4 years. This provides a diversified experience in different markets and allows for a more all rounded investment professional. Although the position will be based in Shanghai or Hong Kong, the role will be required to work closely with analysts/associates in other location.

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, emails, Teams, 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.

About you

• MBA/CFA or relevant degree
• At least 5 years of relevant equities research experience
• Excellent financial analytical skills
• Strong written and verbal communication capabilities
• Fluent spoken and written English
• Highly motivated, able to think logically, critically & quickly
• Able to work both independently and as part of a Research/Investment team
• Able to obtain relevant practitioner license
• Avidly interested and have a passion for the stock market and has demonstrated this interest through either previous work or personal investment
• Travel around the region at least 20% of the time

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.