Lead – ESG Research

Bangalore, Karnataka

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Job Description:

The Purpose of This Role

We are seeking candidates for the role of ESG Research who are passionate about both financial markets and sustainability investing and has experience analyzing/rating stocks based on ESG issues. Candidate should bring in subject matter expertise on governance, environmental and social issues, along with an understanding of how to rate ESG issues and their impact on investment thesis/process. We have preference to candidates who has ESG research experience and expertise in global emerging markets and Asia pacific region.

The value you deliver

ESG Research will perform in depth research on portfolio companies, engage companies, and publish research and findings. S/he provides general ESG research support to the Equity and Fixed Income investment teams. Responsibilities include gathering important industry data, publishing insights on thematic issues and trends, and consulting with portfolio managers and analysts to evaluate how these issues may impact investment theses.
The ideal candidate will have demonstrated commitment and passion for the field of sustainable investing as well as an academic/ or work experience in markets or related research field. Additionally, the candidate should possess excellent communication, presentation and writing skills and be able to clearly articulate research findings. This role requires someone who is hard working, hungry to learn and achievement- and results-oriented.

Responsibilities:
• Conduct ESG research and engage with companies by working closely with fundamental analysts to ensure ESG factors are integrated into investment process
• Publish ESG research rating notes on companies and work on publishing industry research, macro research & thematic research on various areas such as climate change investing, water, child labour etc.
• Researching and providing ESG-focused insights to investment teams on proxy voting and issuer engagement practices
• Work collaboratively with research analysts and portfolio managers, to support the implementation of the firm’s commitment to ESG integration in investment processes across asset classes

The skills that are Key to this role
• Strong knowledge of global standards related to ESG, social responsibility and impact investing and financial materiality
• Strong understanding of financial markets and the investment process
• Excellent communication, presentation and writing skills with ability to effectively articulate her/his research analysis
• Experience/skill in quantitative analysis and research
• An aptitude for technology with advanced knowledge of Microsoft Excel, PowerPoint and other social media/collaboration tools
• Independent thinker with ability to work with limited information and influence stakeholders
• The ability to coordinate multiple simultaneous projects
• The ability to work with external information sources (analysts, companies, consultants)
• Experience with Bloomberg and FactSet strongly preferred
• Experience in sourcing, manipulating and presenting data

Values
The following values are considered to be fundamental to the way in which our company operates:
• Accountability
• Enthusiasm
• Integrity
• Teamwork
• Respect

How your work impacts the organization
Equity Research team provides equity research, EMD research, ESG research and forensic accounting research support to portfolio managers and analysts in Boston, London, Hong Kong and Tokyo, covering all major international stock markets and sectors.
Given the importance of ESG engagement to the firm, the successful candidate will have exposure to the firm’s portfolio managers/leadership and have an opportunity to influence the firm’s approach to active ownership

The expertise we’re looking for
• Post-graduate in Management with specialization in Finance or sustainable investing from top-tier B-school. Additional qualification of CFA is desirable.
• Relevant experience in investment analysis or research, preferably in the fields of sustainability and/or ESG investing (with asset owner, asset manager, sell-side or rating provider)

Location: Bangalore – EGL
Shift timings: 11:00 am – 8:00pm

Certifications:

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity India has been the Global Inhouse Center of Fidelity Investments since 2003 with offices in Bangalore and Chennai. For information about working at Fidelity, visit India.Fidelity.com.

Fidelity Investments is an equal opportunity employer.

Benefits Developed for You

From the little things that make every day better to those big-picture, life-changing tools. That’s exactly what you’ll get at Fidelity. We have an amazing package of benefits and programs designed to help you thrive both at and outside of work.

Insurance

Affordable and accessible healthcare benefits for you and your loved ones.

  • Coverage of up to INR 300,000 for you along with your spouse/partner, with additional top-up options available
  • Insurance covers for parents/in-laws made available at subsidized costs
  • Personal accident insurance cover of six times your annual basic salary
  • Life insurance cover of eight times your annual basic salary

Wellness

We invest in nurturing healthy habits and promoting overall wellness of our associates through three pillars – Physical, Emotional, and Financial wellness.

Parenting

To help you through the exciting yet demanding times of parenthood, avail of time off and other benefits such as childcare allowance and access to daycare.

Transport

You will have access to free transport services to and from work, subject to residing within our pre-defined boundary limits

Retirement

Finally, like the icing on the cake, we offer benefits that will help you contribute to and invest towards your retirement.

  • National Pension System (NPS) offered at Fidelity:
    • At Grade 6 and below, Fidelity will match your NPS contribution up to 5% of your basic salary
    • At Grade 7 and above, Fidelity contributes 10% of your basic salary towards NPS as part of your compensation structure
  • Avail of other statutory benefits such as EPF, VPF and Gratuity

Read more about our Benefits program.

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our associates to do the same, with an emphasis on developing skills that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options including online, in-person, and mentor driven solutions – as well as learning days and job shadow opportunities to expose you to new elements of our business to broaden your experience.

Ongoing Opportunities for Growth

  • Free access to thousands of online training resources
  • Internal clubs focused on trending topics and associate interests
  • Ability to pursue online or in-person technical certifications

Read more about our Learning & Development program.

Connected to Our Communities

At every level of our organization, you’ll find people who are committed to doing their part to make the world a better place. We host events and conduct volunteering activities, encouraging associates across the organization to get involved and make an impact on the lives of people in the communities where we live and work.

Fidelity Cares

  • Through our community relations program, we provide associates with several opportunities to actively volunteer and create an impact
  • Host numerous company-wide volunteering and awareness events.
  • Partner with a number of not-for-profit organizations to benefit our local communities

Year-Round Volunteer Opportunities

  • Partner with schools and our not-for-profit organizations on financial literacy programs, career counselling, and online tutoring for students
  • Teach employability skills to youth from low-income backgrounds, and conduct mock interviews to prepare them for corporate jobs
  • Create joyful learning experiences for primary school children through the ‘Art in Education’ program
  • Plant urban mini forests and participate in local cleanup efforts

Read more about our Fidelity Cares community relations program..

Job Description:

The Purpose of This Role

We are seeking candidates for the role of ESG Research who are passionate about both financial markets and sustainability investing and has experience analyzing/rating stocks based on ESG issues. Candidate should bring in subject matter expertise on governance, environmental and social issues, along with an understanding of how to rate ESG issues and their impact on investment thesis/process. We have preference to candidates who has ESG research experience and expertise in global emerging markets and Asia pacific region.

The value you deliver

ESG Research will perform in depth research on portfolio companies, engage companies, and publish research and findings. S/he provides general ESG research support to the Equity and Fixed Income investment teams. Responsibilities include gathering important industry data, publishing insights on thematic issues and trends, and consulting with portfolio managers and analysts to evaluate how these issues may impact investment theses.
The ideal candidate will have demonstrated commitment and passion for the field of sustainable investing as well as an academic/ or work experience in markets or related research field. Additionally, the candidate should possess excellent communication, presentation and writing skills and be able to clearly articulate research findings. This role requires someone who is hard working, hungry to learn and achievement- and results-oriented.

Responsibilities:
• Conduct ESG research and engage with companies by working closely with fundamental analysts to ensure ESG factors are integrated into investment process
• Publish ESG research rating notes on companies and work on publishing industry research, macro research & thematic research on various areas such as climate change investing, water, child labour etc.
• Researching and providing ESG-focused insights to investment teams on proxy voting and issuer engagement practices
• Work collaboratively with research analysts and portfolio managers, to support the implementation of the firm’s commitment to ESG integration in investment processes across asset classes

The skills that are Key to this role
• Strong knowledge of global standards related to ESG, social responsibility and impact investing and financial materiality
• Strong understanding of financial markets and the investment process
• Excellent communication, presentation and writing skills with ability to effectively articulate her/his research analysis
• Experience/skill in quantitative analysis and research
• An aptitude for technology with advanced knowledge of Microsoft Excel, PowerPoint and other social media/collaboration tools
• Independent thinker with ability to work with limited information and influence stakeholders
• The ability to coordinate multiple simultaneous projects
• The ability to work with external information sources (analysts, companies, consultants)
• Experience with Bloomberg and FactSet strongly preferred
• Experience in sourcing, manipulating and presenting data

Values
The following values are considered to be fundamental to the way in which our company operates:
• Accountability
• Enthusiasm
• Integrity
• Teamwork
• Respect

How your work impacts the organization
Equity Research team provides equity research, EMD research, ESG research and forensic accounting research support to portfolio managers and analysts in Boston, London, Hong Kong and Tokyo, covering all major international stock markets and sectors.
Given the importance of ESG engagement to the firm, the successful candidate will have exposure to the firm’s portfolio managers/leadership and have an opportunity to influence the firm’s approach to active ownership

The expertise we’re looking for
• Post-graduate in Management with specialization in Finance or sustainable investing from top-tier B-school. Additional qualification of CFA is desirable.
• Relevant experience in investment analysis or research, preferably in the fields of sustainability and/or ESG investing (with asset owner, asset manager, sell-side or rating provider)

Location: Bangalore – EGL
Shift timings: 11:00 am – 8:00pm

Certifications:

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity India has been the Global Inhouse Center of Fidelity Investments since 2003 with offices in Bangalore and Chennai. For information about working at Fidelity, visit India.Fidelity.com.

Fidelity Investments is an equal opportunity employer.

Benefits Developed for You

From the little things that make every day better to those big-picture, life-changing tools. That’s exactly what you’ll get at Fidelity. We have an amazing package of benefits and programs designed to help you thrive both at and outside of work.

Insurance

Affordable and accessible healthcare benefits for you and your loved ones.

  • Coverage of up to INR 300,000 for you along with your spouse/partner, with additional top-up options available
  • Insurance covers for parents/in-laws made available at subsidized costs
  • Personal accident insurance cover of six times your annual basic salary
  • Life insurance cover of eight times your annual basic salary

Wellness

We invest in nurturing healthy habits and promoting overall wellness of our associates through three pillars – Physical, Emotional, and Financial wellness.

Parenting

To help you through the exciting yet demanding times of parenthood, avail of time off and other benefits such as childcare allowance and access to daycare.

Transport

You will have access to free transport services to and from work, subject to residing within our pre-defined boundary limits

Retirement

Finally, like the icing on the cake, we offer benefits that will help you contribute to and invest towards your retirement.

  • National Pension System (NPS) offered at Fidelity:
    • At Grade 6 and below, Fidelity will match your NPS contribution up to 5% of your basic salary
    • At Grade 7 and above, Fidelity contributes 10% of your basic salary towards NPS as part of your compensation structure
  • Avail of other statutory benefits such as EPF, VPF and Gratuity

Read more about our Benefits program.