Investment Fund Analyst

Fidelity International; Gurugram District; On-site; INR 1,500,000 - 2,100,000; Full time

Benefits offered by this job

Comprehensive benefits

Flexible working

Career development

Job summary

Fidelity International is hiring an Associate Investment Fund Analyst in Gurgaon, India. The role supports Investment Directors by generating fund analyses, market reviews and client-facing materials. You will help create timely investment communications and maintain fund positioning across multiple templates.

You will work with global teams, focusing on accuracy, clarity and value for clients. A CFA is advantageous; 4+ years of relevant experience is expected.

Qualifications

• Masters Degree – economics/business/finance.
• CFA qualification would be advantageous.
• 4+ years relevant experience in security analysis / investment/research related role.
• Good knowledge of the equity markets and key macroeconomic indicators.
• Good writing skills with attention to detail.
• Familiarity with DataStream and Bloomberg.
• Proficiency with Excel, PowerPoint and VBA.
• Strong communicator and ability to engage with all levels of the organisation.

Responsibilities

• Produce market reviews and investment outlook pieces.
• Write monthly, quarterly and annual client reports; tailor outputs to templates.
• Present data in understandable format for sales teams.
• Ensure standard product content for Fidelity funds is produced on time.
• Address ad hoc data queries on funds using existing material.
• Collate and generate presentations using various media.
• Support automation of information provided to customer services teams.

Skills

Security analysis

Investment research

Writing skills

Communication

Team player

Can-do attitude

Proactiveness

Self-motivation

Resilience

Education

Master's degree

CFA (advantage)

Tools

DataStream

Bloomberg

Excel

PowerPoint

VBA

Job description

About the Opportunity

Associate Investment Fund Analyst

Job Type: PermanentApplication Deadline: 20 October 2026

Job Description Title Associate Investment Fund Analyst

Department Investment Fund Specialists Team

Location Gurgaon, India

Reports To Investment Specialist

Level Grade 2

Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future. Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.

About your team

The Investment Fund Specialists team in India is an integral part of the Investment Directing teams (Equities, Fixed income and Multi Asset) based in London, Japan, Hong Kong and Canada. The Investment Fund Analysts in India works closely with the Investment Directing teams in overseas offices and the role involves supporting Investment Directors in generating baseline investment communication material for Fidelity 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 Analyst 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.

Key Responsibilities

Produce market reviews and investment outlook pieces Ability to think from a customer viewpoint and deliver timely, accurate and insightful communication on Fidelity funds. This will require a detailed knowledge of each manager’s investment process, recent performance and portfolio positioning Write monthly, quarterly and annual client reports, as well as statutory annual and semi-annual reports, tailoring the output to each specific template Present data in understandable format for sales teams Ensure all standard product content for Fidelity products is produced on time and to the appropriate quality standards Address ad hoc data related queries on funds Accurate collation and generation of presentations using a variety of media Develop an understanding of the sales process Support in automation of information provided to customer services teams

About you

Masters Degree – economics/business/finance CFA qualification would be advantageous 4+ years relevant experience in security analysis / investment/research related role Good knowledge of the equity markets and key macroeconomic indicators Good writing skills with attention to detail Familiarity with databases like DataStream and Bloomberg required Proficiency with Excel, PowerPoint and VBA Strong communicator and an ability to communicate with all levels of the organisation including stakeholders in global locations Self motivated and resilient Strong team player Proactive approach and a ‘Can-do’ attitude

Benefits

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.

Experience Level

Mid Level

Further Information

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.