About Multi-Asset Investment Directing
Fidelity Multi Asset is a global team managing $43bn of client assets (as at 30th September 2018). Assets are divided more or less
equally between retail and institutional clients. Around half of our clients are based in Europe, including the UK, with the remainder split
between Asia, Japan and the Middle East.
The main objective of the Investment Directing team is to commercialise Fidelity International's multi asset investment capabilities. To
achieve this, the team is responsible for representing these capabilities and funds to prospective and existing clients, providing
comprehensive and outstanding reporting on portfolios, promoting thought leadership, creating new solutions to meet investors'
demands, and generating marketing material to support sales activity. Success in this field requires a strong knowledge of investments,
a deep and permanent knowledge of portfolio strategies, a capacity to communicate these in different formats and an ability to support
sales teams through direct client relationship when necessary. Multi Asset Investment Directing is a globally-integrated team with
representatives in London, Tokyo, Hong Kong and Gurgaon (India).
Purpose of your role
Implementation of investment decisions - generate orders across multiple portfolios for FIL funds, exchange traded
instruments, futures, FX and third party funds - taking into account cash, investment guidelines, benchmarks and fund
Cash Management - monitoring cash positions and cash flows
Portfolio rebalancing - monthly and large scale model realignments
Represent Multi Asset Implementation on product launches and transitions
Represent PMs on change management projects and initiatives
General support for Multi asset funds operational queries
Liaise with Operational, Fund Accounting, Technology, Compliance, Risk, Legal, Treasury, FX, Product Development
and Change Management teams. Working with Retail and Institutional businesses
Drive process improvements and procedural enhancements to increase efficiency and reduce risk.
Ensuring compliance with all applicable statutory requirements.
Participation in the Multi Asset fund range Technology Programme
Experience and Qualifications Required
Excellent communication skills. Ability to communicate at all levels of the organisation.
Experience within a Portfolio Management support function, back office operations or fund administration.
Ability to work in a small functional team but also as part of the broader Investment Business Group
Proved understanding of Equity or Fixed Income markets and order generation; or strong experience of Fidelity
Operations or Investment Services.
Ability to prioritise work within tight deadlines and handle multiple tasks simultaneously
Numerate individual with strong analytical skills
Excellent attention to detail
Highly organised, detail oriented with a desire to be "hands on"
Results-oriented, proactive with a "can do" attitude
Ability to work effectively under pressure and multitask
Advanced excel (ideally to macro level)
Values: Integrity, Innovation, Excellence, Customer Focus, Commitment, Enthusiasm, Teamwork, Respect
Great minds, better together.
Fidelity International is an equal opportunities employer and is commited to a policy of treating all its employees and job applications equally.