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.
Skills and Experience Required
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.