Fidelity - Senior Associate/Lead - Investment Research

Senior Associate /Lead- Investment Research

About the role:

The role involves providing comprehensive research support to FIL's 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 a good understanding of equities and the broader financial research process.

Key Responsibilities:

- Provide all-around 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, devil's 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.

- Keep abreast of trends and developments in the assigned sector across geographies.

- Generating investment insights using alternative data.

- Build and maintain strong relationships with clients and within the team.

- Make regular presentations to the team on relevant topics/areas of expertise.

- Lead projects/new capablity builds as required

Experience and Qualifications Required:

Experience and Key Skills:

- 3-6 years of work experience in Investment Research, preferably from an international equities perspective.

- 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.

- In-depth knowledge of one or multiple Sectors and relevant companies - key drivers, dynamics, trends, emerging themes, and indicators.

- 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, Refinitiv, FactSet, CEIC and other financial databases.

- Excellent relationship management skills

Education:

- MBA from a prominent institute, CA, or Masters in finance.

- CFA Level1/2/3 will be preferred