Job Description

About the Opportunity Job Type: Permanent
Application Deadline: 30 June 2025

Title Senior Associate - Investment Research
Department Global Investment Research - Research Specialist Team
Location Gurgaon, India
Reports To Team Lead / Associate Director, Investment Research
Level Research Analysis - 4
Wexe2x80x99re 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 youxe2x80x99re part of something bigger.
About your team
Investment Research Specialist team 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. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts.
About your role
The job involves providing comprehensive research support to FILxe2x80x99s Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process.
Key Responsibilities

• Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage
• Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis
• Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devilxe2x80x99s advocate analysis, etc.
• Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas
• Provide quality data and analysis on ESG
• Be a strong subject matter expert
• Keep abreast of trends and developments in the assigned sub sector across geographies
• Build and maintain strong relationships with clients and within the team
• Make regular presentations to the team on relevant topics/areas of expertise

Experience and Qualifications Required

• 2 to 5 yearsxe2x80x99 work experience in Investment Research
• Understanding of the Financials sub sectors companiesxe2x80x99 equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous.
• Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred
• 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; Diligence and hard work
• Database skills - Bloomberg, TR Eikon, FactSet and other financial databases
• Excellent relationship management and strong communication and presentation skills

Education

• MBA or Masterxe2x80x99s in Finance from a prominent institute or CA
• CFA charter or progress towards any level of CFA will be preferred

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Feel rewarded
For starters, wexe2x80x99ll offer you a comprehensive benefits package. Wexe2x80x99ll value your wellbeing and support your development. And wexe2x80x99ll be as flexible as we can about where and when you work xe2x80x93 finding a balance that works for all of us. Itxe2x80x99s 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. '