Investment Specialist

SENIOR ASSOCIATE - INVESTMENT SPECIALIST

Job Description

Title: SENIOR ASSOCIATE - INVESTMENT SPECIALIST

Department: Systematic Investment Group

Location: Gurgaon (India)

Level : 3

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 team and feel like you're part of something bigger.

Purpose of your role

The individual will act as an agent for growth of the Systematic Investment business, remain focused on efficiency and profitability and ensure excellence of client service. As a key member of a growing team, the successful candidate will be able to influence how the Systematic proposition evolves to meet client needs. Accordingly, we need an entrepreneurial and enthusiastic Investment Specialist needed to work in the Systematic team.

• The role will include creating new collateral and assisting in the commercialisation and ongoing servicing of our Systematic Quant capabilities. Fidelity's Quant team have recently expanded to include Portfolio Engineering directly managing client assets of c.$8bn+. Whilst we do not expect the candidate to have a quantitative background, they should bring asset class experience alongside the intellectual curiosity needed to pick up new and challenging concepts. They will be heavily involved in building up the marketing needed to grow and service this business.
• The candidate will support our ID team, including driving new initiatives and working on new business opportunities across the Systematic ecosystem, primarily in Asia but potentially also in Europe depending on the opportunity set. Flexibility, a keenness to work cross-asset (Fixed Income and Equities), and a strong attention to detail are a must.
• A team player is critical with strong communication skills as this is a busy, high energy team.

The individual's specific responsibilities will include:

• Production of marketing materials, including pitch books and client updates and working with teams globally for onboarding new clients and mandates.
• Working with Fidelity's internal distribution teams to support their knowledge and promotion of Fidelity Systematic Investment portfolios and broader investment capabilities.
• RFP/RFI support, articulating Fidelity Systematic Investment Group's investment process and disciplines (both broadly and for specific portfolios.)
• Query resolution, specifically ensuring that ad hoc fund and strategy queries from clients/sales force are answered quickly and accurately, to be done in concert with global team.
• Working with the India-based Investment Fund Analysts to support regular standard fund reporting requirements.
• As required, cover regular reporting, working with others in the team to analyse performance, attribution and positioning data and articulate investment messages to clients and distribution teams.
• Liaising with colleagues globally to share information and best practice and to help provide information to clients in a range of formats, including written material, internal briefing or training, and participating in client calls or meetings as appropriate.

Experience and Qualifications Required

• A client and service focused mindset.
• Excellent communication and interpersonal skills, preferably with experience of working in a large team, and engagement with stakeholders.
• Graduate or higher qualification with significant experience finance industry experience in one or more of fixed income, equity or multi asset.
• Experience in investment writing and content production (in a variety of formats.)
• Broad knowledge of wholesale and institutional client types.
• Excellent capability with Excel, Word and PowerPoint.
• Familiarity with financial data - using Thomson Reuters Datastream, Eikon, Bloomberg and or other third party systems.
• Strong data and analytical skills.

Desired experience and qualifications

The core skillsets required for this role are strong commendation skills, an entrepreneurial approach and going the extra mile for clients. However, the following experience and qualifications are also desirable:

• Post graduate qualification in finance or related field.
• Context, understanding of the systematic and quantitative analysis and investment process and its drivers, coupled with a knack and knowledge of various quantitative investment models.
• Knowledge of key institutional client types and their requirements (e.g. insurance, banking and pensions.)
• A grounding in portfolio theory and investment concepts.

While not a pre-requisite for the role, any additional technical expertise which could assist in the automation of regular tasks is a plus. This could include:

• Basic knowledge of VBA, Python or other programming language.
• Ability to use AI to make the process more efficient
• Knowledge of Fidelity data and systems (e.g. PAS, Insights, Discovery, etc…)

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