About the opportunity

Department Description

Investment Research Support department is based out of two locations – Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. Additionally, the team has Data intelligence capabilities which have allowed FIL Research to build proprietary data series, add analysis layer over Research IT tools and do custom quant work for analysts and PMs. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts.

Purpose of the Role

Help generate and direct reliable, relevant and timely data for FIL analysts, portfolio managers and investment management with an objective of improving our investment process efficiency.

Key Responsibilities

• Collate, compile, mine and present a broad range of data for internal purposes, primarily focussed on investment management process inputs. Create effective but user-friendly visual depictions for the same
• Create bespoke investment screens and dashboards on DoR/PM request using internal and external data sources, and prepare periodic reports based on them. These will typically capture fundamental, trading and valuation parameters
• Develop automated investment tools designed to improve analyst/PM productivity, for example, automated relative valuation charts for a set of bonds
• Other data management tasks, as needed

Key Skills (Specific knowledge and technical skills that are required to perform the position)

• Numeric agility
• Strong Excel skills, including VBA, charting and macro writing, with ability to handle a large amount of structured and unstructured data
• Must be familiar with fundamental financial data and capital markets terminology, and know what they mean
• Good competence with some financial database such as Bloomberg or FactSet
• Experience of Data visualization tools such as Tableau, PowerBI, will be a plus
• Effective oral and written communication skills

Experience and Qualifications Required

• Graduate degree in Mathematics or Engineering or Finance, with advanced-level certification in Microsoft Excel would be ideal. Exposure to SQL or other database query tools would an added plus
• Minimum 3 years prior experience in a data management role, preferably in the financial domain

About you

About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.56 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $783.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients. We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations. We call this new approach “dynamic working”.

Find out more about what we do, our history, our new approach of “dynamic working” and how you could be a part of our future at https://careers.fidelityinternational.com/about-us

Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.