About the Opportunity

Title                       Associate Investment Director

Department         Systematic Investing

Location               London

Reports To           Head of Systematic Investing

Level                     Associate Director

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 ISS Client Propositions team and feel like you’re part of something bigger.

About your team

Fidelity Systematic Investing brings together our systematic capabilities across Equities, Fixed Income and Quant to deliver solutions to clients. The business has grown from $3bn in AUM to $30bn in AUM in c.5years, has a strong commercial focus and a healthy pipeline of new business opportunities.

Specifically, the team delivers:

• Access to the full Fidelity alpha generation platform: Portfolios reflect the views from our fundamental research, quantitative research and trading teams.
• Systematic portfolio construction process built on robust quantitative tools, ensuring precise, risk controlled and cost aware positioning.
• Customised portfolio construction.

About your role
 

• Working cross-asset, assisting in the growth and servicing of systematic capabilities, with an increased focus on Systematic Fixed Income ($10bn AuM)
• Engagement with other stakeholders, (Multi Asset, Solutions, ETFs) to understand their requirements and support delivery using systematic capabilities
• Engage with distribution and key clients, prepare sales content and reflect their requirements in systematic solutions
• Support and interact with clients on new pitches as well as existing mandates
• Technical understanding of Fixed Income markets and drivers
• Development of thought pieces which provide proof statements of systematic capabilities
• Represent Systematic capabilities at internal and external forums

Key Responsibilities

• Championing Systematic Investing, in particular Fixed Income, through the support of its growth objectives and delivery to clients

• Query management and reporting – timely and coordinated execution of client queries and commentaries
• Client servicing and marketing including key investment marketing collateral, client pitch presentations, non-standard presentations and portfolio reporting
• Sign-off reports and presentations produced by Fund Analysts and Investment Specialists
• Content for Product launches, reshapes, DDQ, RFPs, perspectives.
• Coordinate and liaise with IM and Distribution (PMs, PSG, Stats, PCR, Sales & Marketing, RFP)
• Coaching and mentoring interns/graduates as required
• Internal sales training
• Representing Systematic externally in client fund reviews and through support of new business pitches
• Support for SyFI strategies. Technically capable to participate in client facing activities including coverage of the investment process, strategy updates, product updates, client servicing, prospecting, due-diligence, RFPs and product development
• Defence - helping retain business following poor performance or key changes
• Updating and improving presentations - including critique of existing materials and creative thinking to improve messaging
• Collaborate on marketing strategy for the franchise and support product development process, as well as proactive engagement with marketing teams on marketing of strategy
• Understand client needs, feedback client views, provide client voice in e.g. QFRs 

About you

The ideal candidate will think and act commercially. They should have excellent communication and organisational skills, be able to multi-task successfully, and have a genuine thirst to help the Systematic team continue to build and scale its business. Alongside a strong knowledge of FIL's current capabilities, markets and systematic approach to investment, they should also be keen to continuously develop their technical knowledge.

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.