Associate - Investment Fund Analyst

Job Description

Title Associate Fund Analyst

Department      Investment Fund Analyst Team

Location Gurgaon

Reports To       Senior Investment Specialist - Client Prop Asia Support India

Level 2

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Investment Fund Analyst team and feel like you're part of something bigger.

About your team

The Investment Fund Analysts team in India is an integral part of the Investment Directing teams for Systematic Investing based in London and Hong Kong. The Investment Fund Analysts in India work closely with the Investment Directors and Specialists in India and in overseas offices and the role involves supporting the Systematic Investment Directing team in generating baseline investment communication material for Systematic Fixed Income and Equity 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.

About your role
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.

About you

The individual would be part of the Investment Fund Analyst group supporting Systematic Investing business and responsible for providing written content for allocated Fidelity Funds for client reports, meeting documents etc. The person is also required to generate/update fund presentations as well as address fund or market-related queries from customers.  The Fund Analyst would be responsible for generation and maintenance of baseline material on funds and supporting the production of other communication material. It will be a cross-asset role but with primary focus into Fixed Income.

Key Responsibilities

• Generate written analysis for a range of funds – portfolio performance, strategy, trading activity – for monthly, quarterly, or semi-annual/annual reports
• Develop Fund presentations/Client presentations
• Ensure all standard content on products (RFP/RFI database, sales presentations) is produced on time and to appropriate quality
• Address ad hoc queries on funds and markets
• Participate in key franchise team meetings
• Extract data on funds and provide database/charts support to the London/Hong Kong team.
• Also present data in understandable format for sales and marketing teams
• Produce insightful commentaries and/or competitor analysis that can assist in retention and growth of assets
• Knowledge on ESG will be an added advantage
• Knowledge of databases like Bloomberg, Refinitiv Datastream, FactSet is an added advantage
• Prior experience of client reporting will be preferred primarily into Fixed Income markets
• Advanced Excel, MS Office skills a must

Experience and Qualifications Required

Master's in Business Administration or equivalent desirable (preferable graduation in Economics, Commerce, Finance or Business Management) CFA qualification would be advantageous 3-5 years' experience in research Strong writing skills and ability to deliver quality material to specifications and to deadline Proven analytical skills and competent at analysing Fund-related data Familiarity with databases like DataStream, Bloomberg, FactSet, Familiarity with working on excel and knowledge of developing excel macros will be advantageous Focussed on providing high level of customer service. Ability to think from a customer viewpoint and to understand the complexities of mutual fund portfolios Strong communication skills and ability to build strong working relationships with stakeholders based in global locations Proactive, willing to use initiative in keep abreast of developments in global economies and equity and fixed income markets Strong team player, enthusiastic, dedicated and self-motivated Excellent problem solving skills

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit

For more about our work, our approach to dynamic working and how you could build your future here, visit