Investment Specialist - Asia Equities (9 months FTC) Investment Specialist - Asia Equities (9 months  …

Fidelity International
in Hong Kong
Permanent, Full time
Last application, 06 Dec 21
Negotiable
Fidelity International
in Hong Kong
Permanent, Full time
Last application, 06 Dec 21
Negotiable
Fidelity International
As equity investment specialist, you will be responsible for an equity franchise /group of Asia / China equity funds. Your role will involve supporting the franchise's investment director(s) and portfolio managers; coordinating communication activities on their behalf as well as being responsible for addressing fund-related queries / requests from sales, marketing, RFP and press colleagues.

Department Description

The Equity Investment Specialist Team is currently composed of four investment specialists, each with a specific geographical /asset class coverage. The team acts as an interface between Fidelity's investment team (fund managers and Investment Directors) and Fidelity's client-facing personnel through the co-ordinated and consistent delivery of key investment messages across Fidelity's equity fund range.

Purpose of your role

As equity investment specialist, you will be responsible for an equity franchise /group of Asia / China equity funds. Your role will involve supporting the franchise's investment director(s) and portfolio managers; coordinating communication activities on their behalf as well as being responsible for addressing fund-related queries / requests from sales, marketing, RFP and press colleagues.

The role will require a strong understanding of the strategies covered and the portfolio managers' investment process. It will involve conducting / commissioning in depth fund analysis (e.g. performance attribution, competitor analysis, liquidity analysis, risk exposure, macro sensitivity, revenue exposure, style biases etc.) to better understand the funds' biases and sensitivities, and better manage clients' expectations and explain performance patterns.

It will be your responsibility to provide informative responses to queries within the agreed timescale, either through your own knowledge or through information sourced from elsewhere in the company. The role will also involve the writing and timely distribution of fund updates, tailored as appropriate for different types of clients, as well as drafting press articles on behalf of portfolio managers.

Key Responsibilities

  • Understand each fund's investment approach, characteristics and key selling points.
  • Work closely with Investment Directors, both pro-actively suggesting ideas for fund updates as well as sourcing information in response to client queries.
  • Tailor and edit content provided by Investment Directors to reinforce core fund messages and make it appropriate for onward distribution.
  • Write and distribute fund updates including key portfolio changes and stock stories, and ensure compliance requirements are met.
  • Ensure timely and relevant response to client investment queries.
  • Work closely with Fund Analysts in India to ensure timely, high-quality, reporting and presentation updates.
  • Review and contribute to RFP content for new opportunities / mandates.
  • Understand the key barriers to sale for priority products and deliver solutions through effective communication.
  • Understand which information is relevant to client-facing personnel and ensure effective distribution.
  • Be proficient in understanding how to extract and interpret technical fund information from company IT systems.
  • To be familiar with and adhere to the requirements of Fidelity's code of ethics and disclosure rules.

Skills and Experience Required

  • Good investment knowledge
  • Strong communication and writing skills
  • Excellent attention to detail
  • Strong technical skills
  • Positive / can do attitude
  • Ability to prioritise all projects and work quickly to meet demanding deadlines
  • Strong team player
  • Proactive approach
  • Good knowledge of Excel, Word and PowerPoint
  • Ability to source information from within company systems
  • Eager to learn
  • Proficiency in English (written and oral). Additional languages are an advantage
  • Experience of Bloomberg, Thomson Reuters Eikon/Datastream or FactSet would be a plus
Company Overview

Great minds, better together.

Fidelity International is an equal opportunities employer and is commited to a policy of treating all its employees and job applications equally.

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