Purpose of your role
The Investment Specialist provides a product support role to Portfolio Managers, Investment Director, Product & Relationship Managers, Sales & Marketing, Management, Business Relationship Managers and PR / Corporate Communications for the products that he / she is covering.
The various tasks that specialist will need to support include : production of pitch books, existing funds analysis, peer reviews, marketing collateral and input for the RFP / RFI team, client reporting etc..
the logic behind the current duration and credit position, i.e., does the PM have a trigger price or valuation target or is the PM playing a particular event / theme through holding the security.
Because of the need to establish and maintain this depth of understanding, the Investment Specialist will need to have an excellent understanding of their products under coverage (including markets, securities, and portfolios), to establish a strong rapport with the Portfolio Managers of that product and to identify an appropriate working relationship tailored to the individual.
Each Portfolio Manager is very individual in both their approach to working and to investing. The Investment Specialist must adapt their approach accordingly.
g., project work, risk analysis, investment marketing activities.
Experience and Qualifications Required
Fidelity International offers investment solutions and services and retirement expertise to more than 2.4 million customers globally.
As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term.
Operating in more than 25 locations and with $479.9 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.
Together with our Investment Solutions & Services business, we invest $371 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
Find out more about what we do, our history, and how you could be a part of our future at
Our clients come from all walks of life and so do we. We foster inclusiveness and encourage applications from any and every age, race, ethnicity, disability, gender identity, religion, culture, sexual orientation, or caring responsibility.
Please don't hesitate to contact us once you have applied to discuss the support we could offer you to help make Fidelity International even stronger