Job Description

The Equity Investment Directing team is part of the Equity Investment Team, reporting to the Head of Investment Directing, Equities. The Investment Team manages portfolios on behalf of institutional, wholesale and retail clients globally. The team is responsible for representing the equity group to prospective and existing clients, reporting on portfolios, promoting thought leadership on equity topics, creating new products to meet investors’ demands, and generating marketing material to support sales activity. The team encompasses a strong knowledge of equity markets and Fidelity’s portfolio strategies, combined with a capacity to communicate these in different formats, including through direct client relationships where appropriate.

Your role & key responsibilities:

• The individual would represent the equity franchise in building relationships with existing and prospective clients, covering a range of Equity product types and working in collaboration with Fidelity’s distribution teams.
• The individual would support client service by providing client updates across various equity disciplines.
• This may include providing portfolio reviews on segregated accounts, 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 equity investment message, identifying product demand trends and areas of focus
• The individual would be expected to offer thought leadership, develop white papers on thematic issues affecting institutional and wholesale clients and represent Fidelity Equity in marketing forums
• The individual is expected to have exceptional technical knowledge of Equity markets and instruments, portfolio construction and asset allocation
• The individual is expected to be a self-starter, with ability to generate materials and analysis with limited support.
• Relationship building is essential, as are strong communication skills, across written and presentational formats.

Required Knowledge, Skills, and Abilities

• Extensive experience of asset management and a knowledge of equities and the associated skills used by portfolio managers and research analysts
• Key knowledge of the institutional and wholesale business of asset management
• Strong writing skills (fluent English is a requirement)
• Strong presentation skills (to support client contact and event presentations)
• Proficient with Excel, Word and PowerPoint
• Capable of delivering within tight deadlines
• A team player with good attention to detail
• A desire to grow the assets and profitability of the Equity franchise
• Fluent written and verbal English skills required
• MBA/CFA desirable
• We are receptive to receiving applications from candidates with a desire to challenge their capability and demonstrate the aptitude necessary to develop the technical skills required for this role.