Lead-Data Analysis

About the OpportunityJob Type: Permanent

Application Deadline: 28 February 2025

Job Description

Title                 Lead-Data Analysis

Department      Fidelity Solutions & Multi Asset (S&MA)

Location          Gurgaon, India

Reports To       Group Head - Research Support

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Fidelity Solutions & Multi Asset (S&MA) team and feel like you’re part of something bigger.

About your team

Fidelity Solutions & Multi-Asset 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 Investment Research Support department is based out of two locations - Gurgaon, India and Dalian, China and provides support to FIL's Equity, Fixed Income, and Solutions & Multi-Asset (S&MA) investment teams. Fundamental research support to Equity and FI teams involves building financial models, maintaining industry databases and conducting Industry and company analysis to support all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. Additionally, the team has Data intelligence capabilities that have allowed FIL Research to build proprietary data series, add analysis layer over Research IT tools and do custom quant work for analysts and PMs. The team is also looked upon as a talent nursery for sourcing future Fidelity Analysts.

Support to the Solutions & Multi-Asset (S&MA) franchise spans all its verticals, namely Macro research, Tactical/Strategic Asset Allocation, Manager Research and Quantitative Research. Support functions primarily focus on building efficiencies and scale through automation, ensuring high levels of data quality, quantitative model development and maintenance, monitoring new investment opportunities and emerging risks across asset classes and geographies, tracking key macro-economic and policy shifts and analyzing their investment implications, etc.

About your role

Help generate and direct reliable, relevant and timely data for FIL S&MA Tactical Asset Allocation analysts, portfolio managers and investment management with an objective of improving our investment process efficiency.

Key Responsibilities:

• Supporting the S&MA investment team's Tactical Asset Allocation process
• Collate, compile, mine and present a broad range of data for internal purposes, primarily focussed on investment management process inputs. Create effective but user-friendly visual depictions for the same
• Create bespoke investment screens and dashboards using internal and external data sources, and prepare periodic reports based on them. These will typically capture fundamental, valuation and technicals.
• Develop automated investment tools designed to improve analyst/PM productivity. Specifically, work with technology to create a central resource for data management and tracking of trade idea generation, which supports and drives investment discussions with regional cross-asset groups.
• Maintaining and producing charts and packs for the S&MA core portfolio 
• Attending team discussions on trade ideas and trade tracking
• Other data management tasks, as needed

About you

Experience and Qualifications:

• Graduate degree in Mathematics or Engineering or Finance, with advanced-level certification in Microsoft Excel and Python would be ideal. Exposure to SQL or other database query tools would an added plus
• Minimum 3 years prior experience in a data management role, preferably in the financial domain

Desired Qualities:

• Strong analytical and numerical skills
• Meticulous attention to detail
• Passion for markets
• Strong Python and Excel skills, including VBA, charting and macro writing, with ability to handle a large amount of structured and unstructured data
• Experience of Data visualization tools such as Tableau, PowerBI, will be a plus
• Must be familiar with fundamental financial data and capital markets terminology, and know what they mean
• Good competence with some financial database such as Bloomberg or FactSet
• Effective oral and written communication skills
• Strong team player

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.