Investment Specialist

Fidelity International; Gurgaon; On-site; INR 1,800,000 - 3,000,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Flexible work arrangements

Job summary

Fidelity International in Gurgaon seeks an Investment Specialist to drive content production and client-facing materials for the Systematic Investment Group. You will collaborate with global teams, support onboarding of new clients, and respond to RFPs/RFIs with clear, data-driven insights.

The role emphasizes strong communication, financial data literacy, and experience in investment writing, with opportunities to influence collateral and client engagement strategies.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to engage with stakeholders at all levels.
• Experience in investment writing and content production.
• Strong Excel, Word and PowerPoint skills.
• Familiarity with financial data platforms (Datastream, Bloomberg, Eikon).

Responsibilities

• Produce presentation materials (pitch books, client updates) and collaborate with global teams on onboarding new clients and mandates.
• Support RFP/RFI processes, articulating Fidelity Systematic Investment Group's processes.
• Create collateral to articulate Fidelity's capabilities across portfolios and evolving strategies.
• Coordinate with India-based analysts for standard fund reporting and client queries.
• Assist in performance attribution and positioning analysis for client communications.

Job description

## Investment Specialist申请: Gurgaon Office: Full time: 今天发布: 结束日期:2026年9月20日 (申请时间还剩 4 天): J71827# **About the Opportunity**Job Type: PermanentApplication Deadline: 20 September 2026**Purpose of your role**The individual will act as an agent for growth of the Systematic Investment business (primarily focussing on Systematic Fixed Income), 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, having an entrepreneurial approach which is open to changing how we do things to better support our clients is key to success in this role.* The individual will join Systematic Investment Group, supporting client-facing and product activity for Fidelity’s global distribution business. The individual will work closely with the Systematic Investment Group Investment Directors and Investment Specialists liaise with the Portfolio Managers and the global sales force.* Responsibilities include the production of a wide range of written material to support client engagement. This includes pitch books and product presentations, reporting materials, marketing and training collateral, editorial content and thought leadership, RFP/RFI submissions, competitor analysis and responses to client queries.* Collaboration with Investment Directors to design, create and enhance collateral to articulate Fidelity’s capabilities - both on existing investment strategies as well as evolving disciplines.The individual’s specific responsibilities will include:* Production of presentation materials, including pitch books and client updates and working with teams globally for onboarding new clients and mandates.* Working with Fidelity’s internal distribution teams to support their knowledge and promotion of Fidelity Systematic Investment portfolios and broader investment capabilities.* RFP/RFI support, articulating Fidelity Systematic Investment Group’s investment process and disciplines (both broadly and for specific portfolios.)* Query resolution, specifically ensuring that ad hoc fund and strategy queries from clients/sales force are answered quickly and accurately, to be done in concert with global team.* Working with the India-based Investment Fund Analysts to support regular standard fund reporting requirements.* As required, cover regular reporting, working with others in the team to analyse performance, attribution and positioning data and articulate investment messages to clients and distribution teams.* Liaising with colleagues globally to share information and best practice and to help provide information to clients in a range of formats, including written material, internal briefing or training, and participating in client calls or meetings as appropriate.**Experience and Qualifications Required*** A client and service focused mindset.* Excellent communication and interpersonal skills, preferably with experience of working in a large team, and engagement with stakeholders.* Graduate or higher qualification with significant experience finance industry experience in Systematic fixed income. Some Systematic Equity/Quant experience would be an added advantage.* Experience in investment writing and content production (in a variety of formats.)* Broad knowledge of wholesale and institutional client types.* Excellent capability with Excel, Word and PowerPoint.* Familiarity with financial data - using Thomson Reuters Datastream, Bloomberg, Eikon and or other third party systems.* Strong data and analytical skills.**Desired experience and qualifications**The core skillsets required for this role are strong commendation skills, an entrepreneurial approach and going the extra mile for clients. However, the following experience and qualifications are also desirable:* Post graduate qualification in finance or related field.* Experience range between 5 to 10 years* Context, understanding of the systematic and quantitative analysis and investment process and its drivers, coupled with a knack and knowledge of various quantitative investment models.* Knowledge of key institutional client types and their requirements (e.g. insurance, banking and pensions.)* A grounding in portfolio theory and investment concepts.While not a pre-requisite for the role, any additional technical expertise which could assist in the automation of regular tasks is a plus. This could include:* Basic knowledge of VBA, Python or other programming language.**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.