About the Opportunity

Title: Senior Analyst - Multi Asset PSG                                                     

Department: Investment Management Operations                                  

Location: Cannon Street

Reports To: Head of Multi Asset PSG - Europe

Level: 5 (Manager)

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 team and feel like you’re part of something bigger. Our clients come from all walks of life and so do we.  We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and  would  welcome  a  conversation  with  you  if  you  feel  you  might  benefit  from  any  reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

The Team

Portfolio Services Group, Multi Asset (MA PSG), is a London based team within the Investment Management Operations Department.   The team works closely with other PSG teams and Multi Asset Investment Professionals in London and Hong Kong.

The Role

The Multi Asset portfolio managers and the global trading capability are supported by teams of MA PSG Analysts in London and Hong Kong. The function improves capacity of the portfolio managers and increases the control, scale, efficiency and consistency of the investment process. The team actively contributes and implements ideas for improving and re-designing the investment process and trade flows, and often represents the Multi Asset Investment Management function to other areas of the business.

Key Responsibilities

·       Cash Management – monitoring cash positions and cash flows

·       Act as a key partner to Portfolio Managers, supporting portfolio implementation, investment process oversight, and complex operational decision-making across Multi Asset strategies.

·       Portfolio rebalancing – monthly and large-scale model realignments

·       Implement investment decisions across a broad range of asset classes and instruments including equities, fixed income, ETFs, mutual funds, FX, OTC derivatives and alternative investments.

·       Liaise with Operational, Fund Accounting, Technology, Compliance, Risk, Legal, Treasury, FX, Working with Retail and Institutional businesses

·       Represent Multi Asset PSG on product launches and transitions

·       Lead and coordinate complex change initiatives including fund launches, fund mergers, strategy transitions, custodian changes, market expansions and new instrument onboarding.

·       Drive process improvements and procedural enhancements to increase efficiency and reduce risk

·       Ensure that we have globally consistent procedures and processes across Multi Asset PSG teams

·       Ensuring compliance with all applicable statutory requirements

·       Leverage technology, automation and AI tools to improve team efficiency, data quality and risk control.

·       Identify, design and implement scalable solutions to enhance the investment operating model.

·       Contribute to system enhancements, strategic technology initiatives and workflow optimisation projects.

·       Build strong relationships with Portfolio Managers, Trading, Risk, Compliance and Technology teams.

·       Identify and escalate risks while proposing practical solutions.

About you

The successful candidate should have experience of supporting investment professionals.  They should have a broad understanding of Multi Asset products, how portfolios are constructed, and how trade ideas are implemented with relevant Operational and Compliance control. 

• Experience within a Multi Asset Portfolio Management support function, back office operations or fund administration
• Familiarity with Irish, Luxemburg and UK domiciled funds.
• Ability to work in a small functional team and with Portfolio Managers and other Investment Professionals
• Excellent communication skills. Ability to communicate at all levels of the organisation.
• Ability to work accurately in a pressurised environment with tight deadlines
• Numerate individual with strong analytical skills and excellent attention to detail
• Highly organised, detail oriented with a desire to be “hands on”
• Ability to analyse processes and implement improvements
• Ideally IMC or CFA level 1

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.

Conduct Rule Responsibilities:

The role-holder is expected to meet the following FCA Conduct Rules when performing their role under the Certification Regime.

FCA/PRA Conduct Rule (COCON) Responsibilities

I abide by the FCA’s Conduct Rules when discharging my responsibilities described above.

• I must act with integrity
• I must act with due care, skill and diligence
• I must be open and cooperative with the FCA, the PRA and other regulators
• I must pay due regard to the interests of customers and treat them fairly
• I must observe proper standard of market conduct
• I must act to deliver good outcomes for retail customers

• DBS Check required for all SMCR roles
• A recorded line is required for roles in-scope of SMCR or K&C

As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.