Investing Directing - Fidelity International

Guys does anyone have insight into 'Investing Directing' at Fidelity? I have the job description below... It seems like a generalist program with possible routes into Equity Research. Let me know? This is for London btw.


Introduction The Investment Team manages portfolios on behalf of institutional, wholesale and retail clients globally. The Investment Directing teams aim to commercialise Fidelity's investment capabilities. The team is responsible for representing the Equities, Fixed Income, Multi Asset and Real Estate groups to prospective and existing clients, reporting on portfolios, promoting thought leadership on topics, working with product development to create new products to meet investors' demands, and generating marketing material to support sales activity. The team has a strong knowledge of markets and Fidelity's portfolio strategies, combined with a capacity to communicate these in different formats, including through direct client relationships. What you'll be doing: We don't expect you to come straight in and know everything about what we do. As a graduate, and whatever you're studying, we'll set you up for success by providing you with the appropriate training and support. You'll support investment directing and investment specialists and prepare core marketing presentations and reporting materials to support sales activities. You'll work with internal stakeholders to source key data and obtain the latest internal views on issues, assisting with project management tasks as assigned by the team. You'll join the team and work with several different Investment Directors.

Your key stakeholders will be the Investment Directors, the investment specialist team, the fund analysts, Portfolio Managers and local sales and marketing professionals. Your core areas of focus will include: • Fund and market analysis - Developing knowledge of the market, portfolio strategy and investment processes to aid the team in identifying commercial angles and/or information gaps for existing and prospective products, involving the production of pitch books and marketing collateral. • Collaboration with key business channels - Forging strong relationships with the investment team and key distribution channels to improve the awareness and effectiveness of the team's output, involving the dissemination of necessary information and development of marketing collateral appropriate to specific internal and external needs. • Client reporting - Providing data and written content on the market environment, fund performance and investment strategy in response to client reporting requirements and ad-hoc queries. You'll also be expected to take on a 'project' with the intention of adding value and leaving a legacy. What we look for: You'll be curious, keen to learn new things and develop your commercial acumen whilst making use of the training and mentorship available. You'll be enthusiastic about joining us at Fidelity and learning more about the asset management industry. You'll be required to show initiative and work in a fast-paced environment whilst building and developing relationships with our clients and internal stakeholders.

You'll start the graduate programme with a comprehensive induction, during which we'll introduce you to investment management and how it fits into the City, as well as to financial markets. After that, there are many more ways to develop your skills through the duration of the program. The programme is 2 years in length and as a graduate you can expect to rotate between the Equities, Fixed Income, Multi Asset and Real Estate departments to develop a detailed, end to end understanding. By playing an active role in the day-to-day functioning of the Investment Directing team, you'll achieve the following: • Commercial awareness - By gaining a deep and thorough understanding of; Fidelity's capabilities and overarching strategy, the role it plays within the broader Fidelity business and our clients' evolving challenges/needs. • Building Fidelity network - By demonstrating an appreciation of the interconnected nature of Fidelity's business, through regular interactions with the investment team and other business areas (namely sales & marketing teams), spanning different geographies and cultures. • Product / Technical knowledge - By being able to confidently articulate (to non-investment professionals) the role of each asset class in an investment portfolio, basic-to-intermediate financial concepts and macroeconomic drivers of financial markets. We will prepare you to sit in Chartered Financial Analyst (CFA) Level 1 exam during your graduate programme

Comments (7)

Mar 11, 2022 - 5:09pm
WSO Monkey Bot, what's your opinion? Comment below:

Hi oknimom, don't worry, the WSO Monkey Bot is here.... I'm hoping one of these links will help find your answer:

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If those topics were completely useless, don't blame me, blame my programmers...

  • Associate 1 in AM - Other
Mar 18, 2022 - 12:03pm

I'm at Fidelity. It's not a direct investing role, instead you are communicating to clients about funds etc. Not sales as such, but communication with existing clients as far as I'm aware. I'm in a direct investing role though. Still you are required to take at least CFA 1 as a grad

Mar 18, 2022 - 7:29pm
oknimom, what's your opinion? Comment below:

Thanks. Do you happen to know salary expectations for grads for this time?

  • Associate 1 in AM - Other
Mar 19, 2022 - 1:43am

I don't know I'm afraid. But I'd actually be tempted to say it's similar/the same as a direct investing grad role. As one of my rotations is going to be in investment directing. Therefore you could assume it's still under the same kind of pay umbrella

  • Prospect in IB - Gen
Mar 19, 2022 - 9:12am

How much is the grad pay do you mind?

  • Prospect in IB - Gen
Mar 19, 2022 - 9:14am

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