Fidelity International
London, United Kingdom
08 Jun 2019
08 Jul 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Department Description

The Investment Directing team commercialise Fidelity's fixed income investment solutions and the company's investment capabilities. It represents the link between the Investment team and our clients.

The role of Investment Directing can be broken down in three categories:

Understand and extract client needs: This involves regular contacts with end clients, from 1:1 to larger groups with the aim of identifying current and future needs. It also requires a deep understanding of the industry dynamic, what peers are doing and what technology will make possible in the future.

Deliver solutions to fulfil those needs: Based on our client needs, we will either suggest off-the-shelf investment products or design tailored solutions in collaboration with multiple internal departments, most prevalently, our Product Development team. This category also includes the marketing of existing or new solutions.

Ensure a pleasant client experience with those solutions: This encompasses regular reporting on the performance of our funds, the provision of market updates and outlook as well as the crafting of though-leadership pieces. Channels are various, including 1:1 meetings, stage presentations, written pieces, video shootings or podcasts.

The team encompasses a strong knowledge of bond markets and Fidelity's portfolio strategies, combined with a capacity to communicate these in a convincing matter.

The Investment Directing team forms integral part of the investment team, along Portfolio Managers, Traders, Credit Analysts and Quantitative Analyst and offers a unique platform for the candidate to get exposure across the whole spectrum of roles within Fixed Income, including but not limited to Sales, Marketing and Product Development.

Fixed Income Investment Directing forms part of the Fixed Income Team, reporting to the CIO of Fixed Income. This team manages in excess of $US 90 billion of fixed income portfolios on behalf of institutional, wholesale and retail clients globally. The team in London is closely integrated with its Asian counterpart based in Hong Kong, Singapore and Tokyo.

Purpose of your role

  • The Investment Specialist role will support the fixed income Investment Directing team with various tasks and goals, including: existing funds analysis, production of pitch books, peer reviews, marketing collateral and input for the RFP/RFI team. It requires the development of a deep knowledge of all aspects of the process, team, performance and investment strategy for all fixed income disciplines.
  • Client reporting, including the provision of data and the production of regular and ad hoc written reports on the market environment, fund developments and strategy. The role will assist in the on-going project to automate client data reporting onto systems developed by the fixed income data analysis team and will assist in the timeliness and quality assurance of the output.

  • Maintenance and provision of management information: the production of regular data and information to be centrally held by, and to support, the Product Development function, including net and gross sales data by discipline and fund, franchise marketing statistics.

  • Support the Investment Directors in the analysis of new fund and product opportunities, the provision of internal and external documents supporting fund launches and post-launch support.

    This position will report to the Global Head of Investment Directing, Fixed Income based in Hong Kong, and could spread across multiple franchises. As such, the success of the individual will in large part be defined by their capacity to integrate into the team, provide solutions to help run team processes more efficiently and to learn about the broad fixed income universe with the aim to become an Investment Director.

    The main partners will be the Investment Directors, Portfolio Managers, Traders, Credit Analysts, Quant Analyst, the Marketing teams, the Distribution teams, the Consultants Relations team and the India-based Investment Fund Analysts.

    Experience and Qualifications Required
  • Educated to minimum Graduate level, preferably with post graduate/professional qualifications
  • Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amount of qualitative and quantitative data
  • Competent in data manipulation, performance and attribution interpretation
  • A strong capability with MS Office
  • Excellent spoken and written English, additional languages beneficial
  • Ability to work effectively under pressure and tight deadlines
  • Impeccable attention to detail and accuracy
  • Ideally partial/full CFA Charterholder
  • A knowledge of VBA and/or programming languages (e.g., Python) is beneficial
  • A knowledge of fixed income instruments, analysis and portfolio management techniques would be advantageous

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