FoF Analyst

Description

Solutions & Multi-Asset (S&MA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at Fidelity Solutions & Multi-Asset draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Tactical Allocation Research, Manager Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management.

The China team within S&MA will manage onshore mutual funds and segregated mandates. The department’s edge is to bring local expertise required for China but also to bring the global knowledge base through true multi asset thinking, long term fundamental research and outcomes for key areas such as income and retirement. The team’s expertise is both in direct investing and a dedicated Fund of Fund (FoF) department.

Purpose of the Role

Your role will primarily consist of working alongside the Portfolio Managers in developing FoF department’s manager selection capabilities in China. Making recommendations for investments that will be implemented across the FoF product range.

Key Responsibilities

China Mutual Fund Research Analysis

• Conduct in-depth quantitative and qualitative analysis of managers’ investment philosophy and processes, including holdings and portfolio analysis, scenario and risk analysis, performance analysis and attribution, to identify those managers most likely to deliver alpha for clients over the long-term

• Work with the Head of FoF to develop investment tools and recommendations in our FoF portfolios

• Assist in the further development of the Fidelity Solutions & Multi Asset manager research model in China

• Potentially provide, monitor, and update model portfolios of portfolio managers in China in line with specific risk/return specifications

• Work with Portfolio Construction and Risk team in developing risk analysis models and tools for FoF portfolios

• Work with Fidelity China’s operational teams, providing input to the building out of investment infrastructure

• Respond to ad-hoc portfolio manager queries or specific client requests, providing comparative insight, reference model suggestions, etc

Team interaction

• Work as part of the China onshore and global Solutions & Multi Asset team

• Contribute quantitative insights to regular team research meetings and to Solutions & Multi Asset investment meetings

• Debate and discuss investment recommendations across asset classes

• Interact with portfolio managers regularly

Experience and Qualifications Required

• Bachelors or Masters in Economics, Finance, Engineering, Computer Science, Physics, or Mathematics

• 2-5 years of research experience in mutual fund company or insurance asset management company, preferred

• Experience of researching China onshore fund managers

• Strong understanding of data and applied quantitative skills, with experience in a programming language

• International experience preferred (work or education)

• High standard of personal integrity and alignment with Fidelity’s required values and behaviours

• Team player with the proven ability to build strong relationships internally and externally

• An inquisitive mind with excellent attention to detail

• Deadline oriented and highly organised, with the ability to work under pressure

• Proactive approach and a ‘can-do’ attitude to take ownership and resolve issues