Title: Analyst
Department: Global Investment Research
Location: Singapore
Reports To: Director of Equities
Level: 6
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 Global Investment Research team and feel like you’re part of something bigger.
Department Description
At the centre of Fidelity’s success is our approach to managing money, which the philosophy unchanged since we were founded. Our approach places first-hand, detailed research at the core of our decision making, ensuring that every security – whether equity or bond – is investigated in detail before being included in our funds. We subsequently build our funds from the bottom up, stock by stock, taking account of market trends but not being driven by them.
Fidelity International has investment management activities based out of London, Milan, Paris, Frankfurt, Tokyo, Hong Kong, Mumbai, Singapore, Sydney, Shanghai, Toronto and Montreal. A presence across key ‘investment centres’ ensures that we truly penetrate the business, economic, political and social landscapes in each region we operate. This local fluency, born primarily out of local staffing, is fused with a global investment philosophy and communications systems.
Global Investment Research (GIR) is a newly formed department, bringing all core investment research functions in Fidelity under one team. The industry-leading research team comprises equities and fixed income investment professionals, supported by a global research specialist function. GIR is expanding its remit into private markets, working to help build out a private credit investment capability, and now moving further into pre-IPO and unlisted equities. The GIR function works alongside our real estate, macro, systematic, quant and multi-manager research functions. Core to all investment activities is a passion for sustainable investing. Fidelity runs a fully integrated sustainable investing model - with research investment professionals owning the deployment of our industry-leading forward-looking proprietary ESG assessment methodology.
The research department – more than 180 analysts strong with an additional 90 research specialists - provide analysis on companies, stocks, and sectors, working closely with fund managers to select securities for their portfolios. A high proportion of our research analysts now also operate as co-portfolio managers on strategies around the world.
Key Responsibilities
- Take responsibility for the analysis of a list of stocks allocated by the Director, Equities; typically such a list will comprise around 25-30 names.
- Ramp coverage on those names within a time period agreed with the Director, Equities; typically within 12 months.
- Use all sources available to formulate a view on the stocks under your assigned coverage. This would include sources within the company as well as other industry sources such as competitors and customers, and external sources such as sell-side brokers and third-party research providers.
- Maintain a current rating on each stock on the assigned coverage list. Ratings go from 1 (strong buy) to 5 (strong sell).
- Publish regular reports on assigned stocks.
- Communicate your views to PMs via written reports, voice mails, emails, and face to face meetings.
- Host company meetings on companies on your list for PMs when appropriate.
- Provide an industry update annually on the industries under your assigned coverage.
- Maintain a notional paper portfolio comprised of the stocks on your assigned coverage list.
Experience and Qualifications Required
- MBA/CFA or relevant degree
- At least 5-7 years of relevant experience in the financial industries
- Excellent financial analytical skills
- Strong written and verbal communication capabilities
- Fluent spoken and written English
- Highly motivated, able to think logically, critically & quickly
- Able to work both independently and as part of a Research/Investment team
- Avidly interested and have a passion for the stock market and has demonstrated this interest through either previous work or personal investment
- Travel around the region at least 20% of the time
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.
