Investment Directing Graduate Programme

Leadingnation; Hong Kong; On-site; HKD 300,000 - 520,000; Full time

Job summary

Fidelity International in Hong Kong offers a graduate programme within the Investment Team. You will rotate across teams, build knowledge of portfolios and markets, and prepare client-ready marketing materials and reports.

As a graduate, you will be supported by a buddy and a mentor, work with Investment Directors, and progress toward CFA Level 1 while exploring career opportunities across Fidelity.

Qualifications

• Graduating in 2027 (Bachelor’s or Master’s degree).
• Proficiency in English required.
• Curious, compassionate, eager to learn and ready to get stuck in.

Responsibilities

• Support investment directing and specialists; prepare core marketing presentations.
• Work with internal stakeholders to source data and obtain the latest internal views.
• Join the team and work with several Investment Directors and other colleagues.
• Develop knowledge of markets, portfolio strategy, and investment processes; help create pitch books and marketing collateral.

Skills

Internal stakeholders

Client reporting

Education

Graduating in 2027 (Bachelor’s or Master’s degree)

Job description

• You’ll work with internal stakeholders
• Client reporting - Providing data

Who we are:

We’ve been helping clients plan and invest for their futures for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to everyone from central banks to private individuals.

We’re known for acting with integrity and thinking for the long‑term. And across our organisation, we foster a welcoming, caring and inclusive culture where people feel respected, trusted and able to be themselves.

The Team you’ll join:

The Investment Team manages portfolios on behalf of institutional, wholesale and retail clients all around the world. The Investment Directing teams aim to commercialise Fidelity’s investment capabilities. The team is responsible for representing the Equities, Fixed Income, Multi Asset, Systematic Investing and Real Estate groups to prospective and existing clients, reporting on portfolios, promoting thought leadership on topics, working with product development to create new products to meet investors’ demands, and generating marketing material to support sales activity.

The team has a strong knowledge of markets and Fidelity’s portfolio strategies, combined with a capacity to communicate these in different formats, including through direct client relationships.

What you’ll be doing:

We don’t expect you to come straight in and know everything about what we do.

As a graduate, we don’t expect you to come straight in and know everything about what we do. Whatever you’ve studied, we’ll help make sure you get the most out of being a full‑time employee.

You’ll support investment directing and investment specialists and prepare core marketing presentations and reporting materials to support sales activities.

You’ll work with internal stakeholders to source key data and obtain the latest internal views on issues, assisting with project management tasks as assigned by the team.

You’ll join the team and work with several different Investment Directors. Your key stakeholders will be the Investment Directors, the investment specialist team, the fund analysts, Portfolio Managers and local sales and marketing professionals. Your core areas of focus will include:

• Fund and market analysis - Developing knowledge of the market, portfolio strategy and investment processes to aid the team in identifying commercial angles and/or information gaps for existing and prospective products, involving the production of pitch books and marketing collateral.
• Collaboration with key business channels - Forging strong relationships with the investment team and key distribution channels to improve the awareness and effectiveness of the team’s output, involving the dissemination of necessary information and development of marketing collateral appropriate to specific internal and external needs.
• Client reporting - Providing data and written content on the market environment, fund performance and investment strategy in response to client reporting requirements and ad-hoc queries.

You’ll also be expected to take on a ‘project’ with the intention of adding value and leaving a legacy.

The difference you’ll make:

As your skills and confidence grow, you'll have the opportunity to take on increasing responsibility and contribute to a range of projects that support our customers and business objectives. You'll work closely with experienced colleagues, develop your industry knowledge, and play an important role in supporting your team.

How you’ll be supported:

You’ll start the graduate programme with a comprehensive induction, where you’ll be introduced to investment management and how it fits into the City and the financial markets. After this, you’ll rotate across different teams to build your skills and knowledge. As you progress, we’ll prepare you to sit the Chartered Financial Analyst (CFA) Level 1 exam. And once you’ve completed the programme, you’ll be able to carry on exploring career and learning opportunities all across Fidelity.

Support is part of our culture, so you’ll have a buddy and a mentor to help you whenever you need. And you’ll join a close‑knit early careers community, with plenty of social and networking events to help you find your feet and feel at home.

What we look for:

It’s who you are that matters here, rather than what you studied.

We look for graduates who are curious, compassionate, eager to learn and ready to get stuck in. Creative thinking and attention to detail are important too.

And, as we’re an international organisation, we’ll need you to speak English.

We’ll also need you to:

• be graduating in 2027 (Bachelor’s or Master’s degree)

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.