Equity Research Specialist (Sector Agnostic)

About The Opportunity
Job Type: Permanent

Title: Associate Research Specialist - Equities
Department: IM Research Specialist Team
Location: Gurgaon, India
Reports To: Team Manager, Equity Research Support
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $608.7billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $437 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. Find out more about what we do, our history, and how you could be a part of our future at careers.fidelityinternational.com/about-us.
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.
Our Values
Integrity - Doing the right thing, every time and putting the client first
Trust - Empowering each other to take the initiative and make good decision
Our Behaviours
Our Employees Should Be

Brave - Challenge the status quo, be accountable and speak up
Bold - Act with conviction, encourage diverse thinking and keep things simple
Curious - Learn to do new things in better ways and encourage fresh thinking
Compassionate - Have empathy, care for colleagues, clients and the community
Department Description
Investment Research Support department is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. Additionally, the team has Data intelligence capabilities which have allowed FIL Research to build proprietary data series, add analysis layer over Research IT tools and do custom quant work for analysts and PMs. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts.
Purpose of your role
The job involves providing comprehensive research support to FIL’s Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have a good understanding of equities and the broader financial research process.
Key Responsibilities

• Provide all-round research support to FIL equity analysts on one or two sectors, including on initiations and on-going coverage


• Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis


• Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil’s advocate analysis, etc.


• Provide need-based analysis on unassigned stocks including screens to monitor & flag potential stock ideas


• Provide quality data and analysis on ESG


• Keep abreast of trends and developments in the Consumer sector across geographies

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• Generating investment insights using alternative data


• Build and maintain strong relationships with clients and within the team


• Make regular presentations to the team on relevant topics/areas of expertise
  

Experience And Key Skills
Experience and Qualifications Required

• 3-6 years’ work experience in Investment Research, preferably from international equities perspective


• Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities preferred


• Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data


• High level of attention to detail and accuracy; Diligence and hard work


• Database skills - Bloomberg, Refinitiv, FactSet, CEIC and other financial databases


• Excellent relationship management and strong communication and presentation skills
  

Education

• MBA from a prominent institute or CA or CFA or Master’s in finance.