Job Description

About the Opportunity Job Type: Permanent
Application Deadline: 20 June 2025

Title Lead - Multi-Asset Investment Research (SMA)
Department Global Investment Research - Research Specialist Team
Location Gurgaon, India
Reports To Team Lead - Multi-Asset Investment Research
Level Research Analysis - 5
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 Global Investment Research - Research Specialist Team and feel like you're part of something bigger.
About the Global team
Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at FIL SMA draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Manager Research, Tactical Allocation Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management.
About your team
Multi-Asset Investment Research Specialist team works with the Manager Research Analyst team (mentioned above) in their role of identifying the right strategies that go into the multi asset portfolios to implement the investment views of the SMA team.
This team is a part of the broader Investment Research Specialist team, which provides fundamental research support to all FIL Equity and Credit analysts and select Portfolio Managers.
About your role
The job involves providing comprehensive research support to FIL's Manager Research Analyst team, including screening funds based on quantitative and qualitive analysis; preparing agendas for fund manager meeting and taking meeting notes; contributing to draft research notes to be published by the Analysts; and streamlining databases which make the research process more efficient and robust.
The role requires a good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. It also entails expertise in using advanced excel tools in analysing large amounts of data and drawing inferences from the same, in addition to ability and willingness to learn quickly on the job, incorporating any new systems or AI tools that become available. Knowledge of visualization tools and coding skills would be advantageous.
Key Responsibilities

• Provide all-round research support to FIL Manager Research Analysts covering a broad universe of funds and fund managers across asset classes - Equities, Fixed Income, Alternative.
• Prepare fund screening tools based on performance, risk, style/factor bias, ESG and other fund parameters.
• Prepare for and take meeting notes of the Analysts' meetings with fund managers.
• Provide quality data and analysis on Fund's ESG characteristics.
• Provide research inputs and authoring support for the publication of Multi-Asset research notes.
• Provide quality data and analysis to make the research process more efficient and robust.
• Keep track of emerging risks, and investment opportunities in one or more asset classes assigned.
• Keep abreast of significant trends and developments in the global fund management space and current market events.
• Build and maintain strong relationships with FIL analysts and within the local team.
• Make regular presentations to the team on relevant topics/areas of expertise.

Experience and Qualifications Required

• 2 to 5 years' work experience in Fund Research or Manager Research analyst or other similar industry-roles.
• Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus.
• Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills
• Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous.
• Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data.
• High level of attention to detail and accuracy. Strong time management skills and ability to multi task.
• Excellent relationship management and strong communication and presentation skills.

Education

• MBA or Master's in Finance from a prominent institute or CA
• CFA charter or progress towards any level of CFA will be preferred

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