About the Opportunity

Job Description

Title                 Assistant Manager - Data Analyst

Department      Investment Fund Specialists Team

Location          Gurgaon (India)

Reports To       Associate Director - Investment Fund Analyst

Level                4

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 Fund Specialists team and feel like you’re part of something bigger.

About your team

The Investment Fund Specialists Team in India is an integral part of the Asset Management function. The team partners closely with stakeholders across Equities, Fixed Income, Systematics and Multi Asset based in London, Japan, Hong Kong, and Canada. It works in collaboration with Investment Directors and Portfolio Managers in overseas offices, supporting the development, positioning, and communication of Fidelity’s investment strategies to internal and external clients.

About your role

• The individual will join as a Data Analyst, in the Investment Fund Specialists Team in India, working alongside Investment Directors, Investment Specialists and Investment Fund Analysts to support the delivery and automation of client/management reporting, mainly for the Systematics area.
• Responsibilities include data handling and processing, working with Fidelity’s infrastructure to analyse portfolio positioning and exposures and provide meaningful output for client reporting, engagement and internal management information.
• In practice, this means working with existing sources and systems on holdings, positioning and exposure data, risk characteristics, performance and attribution, both at single points in time and as time-series information. The work will cover Systematic Equity and Fixed Income portfolios, including customised mandates and model portfolios, among others.
• The role will automate existing manual processes, including programming work to deliver recurring reports, dashboards and presentation content. It will involve consolidating multiple data sources, strengthening controls and simplifying processes to improve efficiency, consistency and auditability.
• The individual will use their data and investment experience to help the team deliver high-quality client service, respond to new business opportunities and support the continued growth of the Systematic Investing platform.
• The role will help the Systematic business scale its reporting and data capabilities as the number and complexity of mandates increase. This requires close engagement with Investment Directors, Investment Specialists, Investment Fund Analysts, Portfolio Managers and relevant data, technology and Seismic teams to develop robust, repeatable and auditable processes. Success requires strong data and investment knowledge, attention to detail, and the ability to translate complex portfolio information into clear, client-ready outputs.

About you

• Programming expertise, including knowledge of relevant languages (ie, Python, SQL).
• Data visualisation experience, including use of interfaces such as Power BI.
• Significant experience in data processing and automation (including automation of existing manual processes using MS Excel, VBA).
• Familiarity with databases such as LSEG Workspace (DataStream), MSCI Barra & MSCI (ESG), ISS and Bloomberg.
• Broad understanding of systematic investment strategies across equities and fixed income, together with core portfolio concepts including performance, risk, attribution and exposures.
• Ability to convert complex datasets into clear, accurate and client-ready outputs, with strong attention to detail.
• Strong prioritisation, problem-solving and stakeholder management skills, with the flexibility to support multiple workstreams and a willingness to learn.
• Ability to think from a customer viewpoint, providing responsive and high-quality service and support.

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.