Home
Communities
Companies
- Companies
  
  Discover best places to work
- Compare Companies
  
  Compare & find best workplace
- Add Office Photos
  
  Bring your workplace to life
- Add Company Benefits
  
  Highlight your company's perks
Reviews
- Company reviews
  
  Read reviews for 6L+ companies
- Write a review
  
  Rate your former or current company
Salaries
- Browse salaries
  
  Discover salaries for 6L+ companies
- Salary calculator
  
  Calculate your take home salary
- Are you paid fairly?
  
  Check your market value
- Share your salary
  
  Help other jobseekers
- Gratuity calculator
  
  Check your gratuity amount
- HRA calculator
  
  Check how much of your HRA is tax-free
- Salary hike calculator
  
  Check your salary hike
Interviews
- Company interviews
  
  Read interviews for 40K+ companies
- Campus placements
  
  Interviews questions for 2K+ colleges
- Share interview questions
  
  Contribute your interview questions
Jobs
Awards

WINNERS AWAITED!
- ABECA 2025
  
  WINNERS AWAITED!
  
  AmbitionBox Employee Choice Awards - 4th Edition
- ABECA 2024
  
  AmbitionBox Employee Choice Awards - 3rd Edition
- AmbitionBox Best Places to Work 2022
  
  2nd Edition
- AmbitionBox Best Places to Work 2021
  
  1st Edition

Add office photos

Employer? Claim Account for FREE

Fidelity International

Compare

3.9

based on 562 Reviews

31 Fidelity International Jobs

Associate Investment Fund Analyst

FIL India Business Pvt. Ltd

3.9

based on 562 Reviews

4-9 years

Gurgaon / Gurugram

1 vacancy

Associate Investment Fund Analyst

Fidelity International

posted 9hr ago

Job Role Insights

Flexible timing

Key skills for the job

Automation Testing Security Analysis Client Servicing Bloomberg Business Finance Fixed Income

+ 2 more

Job Description

The Associate Investment Fund Analysts will be required to update/produce sales materials such as standard product presentations in order to enable our distribution teams to provide their clients and prospects with an informed view of the investment process behind each fund, along with explanations of current fund performance and positioning. It will also be the responsibility of the individual to provide a quick and relevant response to client queries on funds using existing material or information sourced from elsewhere in the company.

This role is for supporting the Investment Specialists/ Investment Directing team for equities.

Key Responsibilities

Produce market reviews and investment outlook pieces
Ability to think from a customer viewpoint and deliver timely, accurate and insightful communication on Fidelity funds. This will require a detailed knowledge of each manager s investment process, recent performance and portfolio positioning
Write monthly, quarterly and annual client reports, as well as statutory annual and semi-annual reports, tailoring the output to each specific template
Present data in understandable format for sales teams
Ensure all standard product content for Fidelity products is produced on time and to the appropriate quality standards
Address ad hoc data related queries on funds
Accurate collation and generation of presentations using a variety of media
Develop an understanding of the sales process
Support in automation of information provided to customer services teams

About you

Masters Degree - economics/business/finance
CFA qualification would be advantageous
4+ years relevant experience in security analysis / investment/research related role
Good knowledge of the equity markets and key macroeconomic indicators
Good writing skills with attention to detail

Familiarity with databases like DataStream and Bloomberg required
Proficiency with Excel, PowerPoint and VBA
Strong communicator and an ability to communicate with all levels of the organisation including stakeholders in global locations
Self motivated and resilient
Strong team player
Proactive approach and a Can-do attitude

Employment Type: Full Time, Permanent

Read full job description