Associate Investment Director, Fixed Income

2 weeks ago

hong kong, Hong Kong SAR China Fidelity International Full time
Associate Investment Director, Fixed Income

About the Opportunity

Job Type: Permanent
Application Deadline: 30 November 2024

Job Description

Title: Associate Investment Director, Fixed Income

Department: Investment Directing, Fixed Income (Client Propositions)

Location: Hong Kong or Singapore

Reports To: Head of Asian Fixed Income Investment Directing

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 Investment Directing team and feel like you’re part of something bigger.

About your team

The Investment Directing team commercialise Fidelity’s fixed income investment solutions and the company’s investment capabilities. It represents the link between the Investment team and our clients.

The role of Investment Directing can be broken down into three categories:

  • Understand and extract client needs: This involves regular contacts with end clients, from 1:1 to larger groups with the aim of identifying current and future needs. It also requires a deep understanding of the industry dynamic, what peers are doing, and what technology will make possible in the future.
  • Deliver solutions to fulfil those needs: Based on our client needs, we will either suggest off-the-shelf investment products or design tailored solutions in collaboration with multiple internal departments, most prevalently, our Product Development team. This category also includes the marketing of existing or new solutions.
  • Ensure a pleasant client experience with those solutions: This encompasses regular reporting on the performance of our funds, the provision of market updates and outlook as well as the crafting of thought-leadership pieces. Channels are various, including 1:1 meetings, stage presentations, written pieces, video shootings, or podcasts.

The team encompasses a strong knowledge of bond markets and Fidelity’s portfolio strategies, combined with a capacity to communicate these in a convincing manner.

The Investment Directing team forms an integral part of the investment team, along with Portfolio Managers, Traders, Credit Analysts, and Quantitative Analysts, and offers a unique platform for the candidate to get exposure across the whole spectrum of roles within Fixed Income, including but not limited to Sales, Marketing, and Product Development.

Fixed Income Investment Directing forms part of the Fixed Income Team. This team manages in excess of $US 100 billion of fixed income portfolios on behalf of institutional, wholesale, and retail clients globally. The team in London is closely integrated with its Asian counterpart based in Hong Kong, Singapore, and Tokyo.

About your role

The individual would represent the fixed income franchise in building relationships with existing and prospective clients, covering a range of fixed income product types and working in collaboration with Fidelity’s distribution teams.

  • The individual will support the fixed income Investment Directing team with various tasks and goals, including existing funds analysis, production of pitch books, peer reviews, marketing collateral, and input for the RFP/RFI team. It requires the development of a deep knowledge of all aspects of the process, team, performance, and investment strategy for all fixed income disciplines.
  • The individual would support client service by providing client updates across various fixed income disciplines. Depending on the level of seniority and previous experience, client servicing would include meeting with existing clients or pension trustees on investments in pooled funds and signing off core marketing and reporting material.
  • In driving business growth, the individual would be expected to work closely with portfolio managers and investment specialists in shaping the Fixed Income investment message, identifying product demand trends, and areas of focus.
  • The individual would be expected to contribute to thought-leadership articles and white papers on thematic issues affecting institutional and wholesale clients and represent Fidelity Fixed Income in marketing forums.
  • The individual is expected to have exceptional technical knowledge of Fixed Income markets and instruments, portfolio construction, and asset allocation. As this role is also expected to help educate Fidelity Sales forces and provide regular market and portfolio updates, the ability to write concisely, in total respect of English grammar and with a desire to surprise and entertain, is a pre-requisite.
  • The individual is expected to be a self-starter, with the ability to generate materials and analysis with limited support. Relationship building is essential, as are strong communication skills, across written and presentational formats.

This position will report to the Hong Kong-based Head of Asian Fixed Income Investment Directing. The main partners will be the other Investment Directors, Portfolio Managers, Traders, Credit Analysts, the Marketing teams, the Product Development team, the Distribution teams, the consultants relations, and the India-based Investment Fund Analysts.

About you

  • A strong theoretical and practical understanding of fixed income instruments, analysis, and portfolio management techniques is required.
  • Educated to minimum Graduate level, preferably with post-graduate/professional qualifications (e.g., CFA, CAIA).
  • Solid presentation skills, ability to actively listen, and desire to convince based on facts.
  • Good communication skills. Excellent spoken and written English; additional language skills, in particular Mandarin, are an advantage.
  • Analytical/problem-solving skills, with a logical thought process - to sort, analyse, and interpret large amounts of qualitative and quantitative data.
  • Competent in data manipulation, performance, and attribution interpretation; impeccable attention to detail and accuracy.
  • Ability to work effectively under pressure and tight deadlines; formal training in project management is beneficial.
  • Strong stakeholder management skills and experiences.
  • Curious and growth mindset.

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.

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