
Posted 9 days ago
Senior Associate Investment Fund Analyst
Fidelity InternationalSenior Associate Investment Fund Analyst
Requirements
Masters Degree in economics, business, or finance, 4+ years experience in security analysis, investment, or research, Knowledge of equity markets and macroeconomic indicators, Proficiency with Excel, PowerPoint, and VBA, Familiarity with DataStream and Bloomberg
Skills
ExcelPowerPointVBABloomberg
About the role
Responsibilities
- Produce market reviews, investment outlook pieces, and fund analysis for Fixed Income funds
- Write monthly, quarterly, and annual client reports, including statutory annual and semi-annual reports
- Update and produce sales materials and standard product presentations to support distribution teams
- Present complex data in understandable formats for sales teams and stakeholders
- Address ad hoc data-related queries regarding funds using internal information and databases
- Support the automation of information provided to customer service teams
- Ensure all product content is produced on time and meets high-quality standards
Requirements
- Master's Degree in Economics, Business, or Finance
- 4+ years of relevant experience in security analysis, investment, or research
- Strong knowledge of equity markets and key macroeconomic indicators
- Proficiency with Excel, PowerPoint, and VBA
- Familiarity with financial databases such as DataStream and Bloomberg
- Excellent writing skills with high attention to detail
- Strong communication skills with the ability to interact with global stakeholders
Preferred Qualifications
- CFA qualification
About the Company
Fidelity International offers world-class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders, with a vision to deliver innovative client solutions for a better future.
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Fidelity International · Gurgaon
