Senior Lead

Bangalore, Karnataka

Job Description:

Job Title – Senior Lead

The Purpose of This Role

The Fund Research Analyst will work closely with the broader Fidelity Institutional Wealth Advisor (FIWA) Investment Office team; playing a vital role in contributing to the investment performance of the team.
FIWA Investment Office represents the intellectual investment capital for Fidelity Institutional. FIWA is the Intermediary focused Investment Adviser supporting the Fidelity Institutional Platform and Practice Management efforts. Five teams within FIWA Investment Office report to the Deputy Chief Investment Officer including Investment Relationship Management, Thought Leadership, Capital Markets Strategy, Fund & Manager Research, and Portfolio Engineering.

The Value You Deliver

•Deep knowledge of multiple asset classes and investment structures including Liquid Alternatives

•Understand the portfolio construction process of both Fidelity and competitor funds.

•Provide due diligence and analysis of investment management firms

•Provide investment oversight for portfolio construction processes

•Prepare internal and external facing research reports pertaining to the coverage of mutual funds, separately managed accounts and model portfolios

•Monitor, measure, and attribute portfolio risks and returns

•Should have strong fundamental and technical analysis skills

•Should be well versed in quantitative financial modelling and experience with quantitative tools for Equity Attribution, Fundamental Factor Risk Analysis and Macro Factor Risk Analysis

•Strong qualitative, quantitative, programming, and database skills with the ability to think analytically, communicate clearly, and work collaboratively
 

The Skills that are Key to this role

Technical / Behavioral

•Post-graduate with specialization in Finance from top-tier B-school.
•Additional qualification of CFA is desirable.
•At least 5 years of relevant experience in Fund Research, manager selection or quantitative financialmodelling
•You should possess excellent communication, presentation and writing skills and be able to clearlyarticulate research findings.
•This role requires someone who is hard working, hungry to learn and achievement- and results-oriented.
•Outstanding track record of partnerships with senior stakeholders and enabling data-driven decisions

BU Overview Analytics, Research & Development (ARD), a part of FMR India, is a consulting and insights team that enables business leaders at Fidelity Investments to make informed decisions. The team uses a combination of business & investment research, advanced analytics, decision sciences and AI to solve business problems at the operational, tactical and strategic level. The group houses top talent, with most of the associates having a post graduate degree or PhD. The group provides a unique exposure to the financial services industry spanning workplace investing, retail investing, institutional investing, asset management and private equity.

Company Overview Fidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term
success of our customers. FMR (Fidelity Management & Research) India is the Global Inhouse Center of Fidelity
Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fullyfunctional
unit at Chennai. To know more visit : FMR India

Location : Bangalore – EGL

Certifications:

At Fidelity, building a better financial future— for everyone— is our mission. For the last 75+ years, our privately-held company has remained committed to supporting our clients throughout their lifelong financial journeys.

Our formula is simple: we support our team, and they support our customers. That culture begins with our employees, whose personal and professional growth is key to our collective success. In keeping with that legacy, our privately-held company offers associates career stability and security, while at the same time encouraging your professional exploration and growth. At Fidelity India, we are proud to continue that legacy. With offices in Bangalore and Chennai, our Indian branch is now celebrating 20 years as a Global Capability Center. To find out more, visit India.Fidelity.com, or our global site at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer, and whenever possible we accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099 for more information

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:

Job Title – Senior Lead

The Purpose of This Role

The Fund Research Analyst will work closely with the broader Fidelity Institutional Wealth Advisor (FIWA) Investment Office team; playing a vital role in contributing to the investment performance of the team.
FIWA Investment Office represents the intellectual investment capital for Fidelity Institutional. FIWA is the Intermediary focused Investment Adviser supporting the Fidelity Institutional Platform and Practice Management efforts. Five teams within FIWA Investment Office report to the Deputy Chief Investment Officer including Investment Relationship Management, Thought Leadership, Capital Markets Strategy, Fund & Manager Research, and Portfolio Engineering.

The Value You Deliver

•Deep knowledge of multiple asset classes and investment structures including Liquid Alternatives

•Understand the portfolio construction process of both Fidelity and competitor funds.

•Provide due diligence and analysis of investment management firms

•Provide investment oversight for portfolio construction processes

•Prepare internal and external facing research reports pertaining to the coverage of mutual funds, separately managed accounts and model portfolios

•Monitor, measure, and attribute portfolio risks and returns

•Should have strong fundamental and technical analysis skills

•Should be well versed in quantitative financial modelling and experience with quantitative tools for Equity Attribution, Fundamental Factor Risk Analysis and Macro Factor Risk Analysis

•Strong qualitative, quantitative, programming, and database skills with the ability to think analytically, communicate clearly, and work collaboratively
 

The Skills that are Key to this role

Technical / Behavioral

•Post-graduate with specialization in Finance from top-tier B-school.
•Additional qualification of CFA is desirable.
•At least 5 years of relevant experience in Fund Research, manager selection or quantitative financialmodelling
•You should possess excellent communication, presentation and writing skills and be able to clearlyarticulate research findings.
•This role requires someone who is hard working, hungry to learn and achievement- and results-oriented.
•Outstanding track record of partnerships with senior stakeholders and enabling data-driven decisions

BU Overview Analytics, Research & Development (ARD), a part of FMR India, is a consulting and insights team that enables business leaders at Fidelity Investments to make informed decisions. The team uses a combination of business & investment research, advanced analytics, decision sciences and AI to solve business problems at the operational, tactical and strategic level. The group houses top talent, with most of the associates having a post graduate degree or PhD. The group provides a unique exposure to the financial services industry spanning workplace investing, retail investing, institutional investing, asset management and private equity.

Company Overview Fidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term
success of our customers. FMR (Fidelity Management & Research) India is the Global Inhouse Center of Fidelity
Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fullyfunctional
unit at Chennai. To know more visit : FMR India

Location : Bangalore – EGL

Certifications:

At Fidelity, building a better financial future— for everyone— is our mission. For the last 75+ years, our privately-held company has remained committed to supporting our clients throughout their lifelong financial journeys.

Our formula is simple: we support our team, and they support our customers. That culture begins with our employees, whose personal and professional growth is key to our collective success. In keeping with that legacy, our privately-held company offers associates career stability and security, while at the same time encouraging your professional exploration and growth. At Fidelity India, we are proud to continue that legacy. With offices in Bangalore and Chennai, our Indian branch is now celebrating 20 years as a Global Capability Center. To find out more, visit India.Fidelity.com, or our global site at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer, and whenever possible we accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099 for more information

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..

Apply Now

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Job Level: Senior Manager
Job ID: 2102074

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