Associate Investment Fund Analyst

Fidelity International; Gurugram District; Hybrid; INR 1,200,000 - 2,400,000; Full time

Job summary

Fidelity International in India seeks a proactive Investment Fund Analyst to create and maintain sales materials, fund presentations, and client reports for the Systematic Investing franchise. You will collaborate with London/HK teams and respond to fund queries using existing materials.

The role focuses on cross-asset content with emphasis on equities, fixed income, and ESG knowledge, requiring strong Excel skills, data analysis, and excellent written communication to support asset gathering

Qualifications

• MBA or equivalent business degree desired.
• Strong writing and analytical skills with ability to deliver to deadline.
• Experience with financial data and fund reporting.

Responsibilities

• Generate fund analysis and management commentary for reports.
• Prepare fund presentations and client-facing materials.
• Respond to client queries using standard materials and data sources.

Skills

Advanced Excel

Writing skills

Analytical skills

Customer service

Stakeholder mgmt

Team player

Education

MBA

Tools

Bloomberg

DataStream

FactSet

Job description

About your team

The Investment Fund Specialists Team in India is an integral part of the Investment Directing teams for Systematic Investing based in London and Hong Kong. The Investment Fund Analysts in India work closely with the Investment Directors and Specialists in India and in overseas offices and the role involves supporting the Systematic Investment Directing team in generating baseline investment communication material for Systematic Fixed Income and Equity Funds. This includes market reviews, fund analysis/performance & strategy commentaries for client reports, and fund presentation updates all aimed to help in asset gathering and asset retention. The role is integral to the successful functioning of each product franchise.

About your role

The Investment Fund Analysts will be required to update/produce sales materials such as standard product presentations in order to enable our distribution teams to provide their clients and prospects with an informed view of the investment process behind each fund, along with explanations of current fund performance and positioning. It will also be the responsibility of the individual to provide a quick and relevant response to client queries on funds using existing material or information sourced from elsewhere in the company.

The individual will act as an agent for growth of the Systematic Investment business, remain focused on efficiency and profitability and ensure excellence of client service. As a key member of a growing team, the successful candidate will be able to influence how the Systematic proposition evolves to meet client needs. Accordingly, we need an entrepreneurial and enthusiastic Investment Fund Analyst to work in the Systematic team.

The candidate will support our ID team, including driving new initiatives and working on new business opportunities across the Systematic ecosystem, in Europe and Asia depending on the opportunity set. Flexibility, a keenness to work cross-asset (Equities and Fixed Income), and a strong attention to detail are a must.

About you

The individual would be part of the Investment Fund Analyst group supporting Systematic Investing business and responsible for providing written content for allocated Fidelity Funds for client reports, meeting documents etc. The person is also required to generate/update fund presentations as well as address fund or market-related queries from customers. The Fund Analyst would be responsible for generation and maintenance of baseline material on funds and supporting the production of other communication material. It will be a cross-asset role but with primary focus into Equities.

Key Responsibilities

• Generate written analysis for a range of funds portfolio performance, strategy, trading activity – for monthly, quarterly, or semi-annual/annual reports
• Develop Fund presentations/Client presentations
• Ensure all standard content on products (RFP/RFI database, sales presentations) is produced on time and to appropriate quality
• Address ad hoc queries on funds and markets
• Participate in key franchise team meetings
• Extract data on funds and provide database/charts support to the London/Hong Kong team.
• Also, present data in understandable format for sales and marketing teams
• Produce insightful commentaries and/or competitor analysis that can assist in retention and growth of assets
• Knowledge on ESG will be an added advantage
• Knowledge of databases like Bloomberg, Refinitiv DataStream, FactSet is an added advantage
• Prior experience of client reporting will be preferred primarily into Fixed Income markets
• Advanced Excel, MS Office skills a must

Experience and Qualifications Required

Master’s in Business Administration or equivalent desirable (preferable graduation in Economics, Commerce, Finance or Business Management) CFA qualification would be advantageous 3-5 years’ experience in research Strong writing skills and ability to deliver quality material to specifications and to deadline Proven analytical skills and competent at analysing Fund-related data Familiarity with databases like DataStream, Bloomberg, FactSet, Familiarity with working on excel and knowledge of developing excel macros will be advantageous Focussed on providing high level of customer service. Ability to think from a customer viewpoint and to understand the complexities of mutual fund portfolios Strong communication skills and ability to build strong working relationships with stakeholders based in global locations Proactive, willing to use initiative in keep abreast of developments in global economies and equity and fixed income markets Strong team player, enthusiastic, dedicated and self-motivated Excellent problem solving skills