Investment Fund Analyst

3 days ago

Gurgaon, Haryana, India Fidelity International Full time

Department Description

The Investment Fund Analysts team is India is an integral part of the Investment Directing teams (Equities, Fixed income and Multi Asset) based in London, Japan, Hong Kong and Canada. The Investment Fund Analysts in India works closely with the Investment Directing teams in overseas offices and the role involves supporting Investment Directors in generating baseline investment communication material for Fidelity funds. This includes market reviews, fund analysis/performance & strategy commentaries for client reports, and fund presentation updates all aimed to help in asset gathering and asset retention. The role is integral to the successful functioning of each product franchise.

The Investment Fund Analysts will be required to update/produce sales materials such as standard product presentations in order to enable our distribution teams to provide their clients and prospects with an informed view of the investment process behind each fund, along with explanations of current fund performance and positioning. It will also be the responsibility of the individual to provide a quick and relevant response to client queries on funds using existing material or information sourced from elsewhere in the company.

This role is for supporting the Investment Specialists/ Investment Directing team for equities.

Key Responsibilities

  • Produce market reviews and investment outlook pieces
  • Ability to think from a customer viewpoint and deliver timely, accurate and insightful communication on Fidelity funds. This will require a detailed knowledge of each managers investment process, recent performance and portfolio positioning
  • Write monthly, quarterly and annual client reports, as well as statutory annual and semi-annual reports, tailoring the output to each specific template
  • Present data in understandable format for sales teams
  • Ensure all standard product content for Fidelity products is produced on time and to the appropriate quality standards
  • Address ad hoc data related queries on funds
  • Accurate collation and generation of presentations using a variety of media
  • Develop an understanding of the sales process
  • Support in automation of information provided to customer services teams

Skills/Qualifications and experience

  • Masters Degree economics/business/finance
  • CFA qualification would be advantageous
  • 4+ years relevant experience in security analysis / investment/research related role
  • Good knowledge of the equity markets and key macroeconomic indicators

  • Good writing skills with attention to detail

  • Competent at analysing fund-related data

  • Familiarity with databases like DataStream and Bloomberg required
  • Proficiency with Excel, PowerPoint and VBA
  • Strong communicator and an ability to communicate with all levels of the organisation including stakeholders in global locations
  • Ability to work to tight deadlines and manage multiple priorities
  • Self motivated and resilient
  • Strong team player
  • Excellent problem-solving skills and an inclination for going beyond immediate deliverables and understanding the business environment in order to effect improvements
  • Proactive approach and a Can-do attitude

  • Investment Fund Analyst

    2 weeks ago

    Gurgaon, Haryana, India Fidelity International Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    About the OpportunityJob Type: PermanentApplication Deadline: 21 November 2025Title: Investment Fund AnalystDepartment: Investment Fund Analysts TeamReporting To: Associate director - Investment Fund AnalystLocation: Gurgaon, IndiaAbout Fidelity InternationalFidelity International offers world class investment solutions and retirement expertise. As a...

  • Associate - Investment Fund Analyst

    2 weeks ago

    Gurgaon, Haryana, India Fidelity International Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About the OpportunityJob Type: PermanentApplication Deadline: 28 November 2025Job DescriptionTitle Associate - Investment Fund AnalystDepartment Client Propositions SupportLocation Gurgaon, IndiaReports To Senior Manager - Investment Fund AnalystLevel 2We're proud to have been helping our clients build better financial futures for over 50 years. How have we...

  • Equity Fund Manager

    3 days ago

    Gurgaon, Haryana, India Taurus Mutual Fund Full time

    As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical...

  • Investment Analyst

    2 weeks ago

    Gurgaon, Haryana, India Terex Ventures Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Join a fast-scaling investment & advisory firm powering founders across India, UAE, Japan & South Africa.Terex Ventures India is expanding its core team and looking for a drivenInvestment Analystto support deal evaluation, financial modelling, research, and founder advisory.Key ResponsibilitiesBuild and analyse financial models, valuations, and startup...

  • Investment Analyst Intern

    2 weeks ago

    Gurgaon, Haryana, India SmartFin Capital Full time ₹ 6,00,000 - ₹ 9,00,000 per year

    Company DescriptionSmartFin Capital combines deep fundraising expertise with high-conviction capital to empower visionary founders. The firm provides institutional-grade investment banking advisory services and connects founders with a trusted network of seasoned angel investors. Their exclusive angel network invests in bold ideas early, offering clean...

  • Senior Data Analyst – Financial Models, IMs

    3 days ago

    Gurgaon, Haryana, India IconGlobal Advisory | Investment Banking & Real Estate Full time

    Company DescriptionIconGlobal Advisory is a leading investment banking and capital advisory firm specializing in structuring complex real estate and infrastructure investments. Operating across India and APAC markets, the company focuses on transactions encompassing debt restructuring, equity financing, joint ventures, and stressed asset resolutions....

  • Financial Analyst

    3 days ago

    Gurgaon, Haryana, India CORPAVENUE Full time

    Job Description: Financial Analyst / Equity & Crypto Trading SpecialistLocation: Transcom, GGN Sec 30Department: Customer Support (Finance & Investment)Role Type: Full-timeExperience: At least 6 months of relevant exp is mandatoryEducation: Graduate &undergraduate both can applyRole Overview:We are seeking a highly skilled Financial Analyst with strong...

  • Senior Analyst – Investment Reporting

    6 days ago

    Gurgaon, Haryana, India Gallagher Full time

    IntroductionWe believe that every candidate brings something special to the table, including you So, even if you feel that you're close but not an exact match, we encourage you to apply. We'd be thrilled to receive applications from exceptional individuals like yourself.Gallagher, a global industry leader in insurance, risk management, and consulting...

  • Fund Accounting

    1 week ago

    Gurgaon, Haryana, India Acuity Knowledge Partners Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    About the Role: For private equity professionals interested in working with leading global private equity funds and corporations.Responsibilities:Reconciliation of transactions and flagging the breaksDaily tracking of live cash balance and transaction, loan notices and investment to reconcileReconciling the Capital Account Statement with Monthly Notices and...

  • Investment Counsellor

    3 days ago

    Gurgaon, Haryana, India ICICIDirect Full time

    Job Purpose:This role in essence would be an Investment Counsellor who would advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager to them, would be required to engage with client at a portfolio level, advise on overall asset allocation and recommend products which are suitable for the...