Fidelity - Associate Research Specialist - Fixed Income

Associate Research Specialist - Fixed Income

The job involves providing comprehensive research support to Fidelity's select Fixed Income analysts, including on financial modeling, credit analysis, structured products analysis, sector/country updates, and other custom research work. A person should have a good understanding of fixed income instruments and the broader financial research process.

Roles & Responsibilities

- Provide all round research support to FIL's Asia/Europe/US FI analysts, including on new and ongoing coverage

- Prepare detailed financial models, cash flow models (for instruments), comp sheets, industry studies and company notes. Perform liquidity and basic statistical analysis

- Provide quality data and analysis to make the research process more efficient and robust

- Keep abreast of important trends and developments in the relevant sectors/geographies

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

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

Key Result Areas (indicators for measuring success in the job)

- Quality of work accuracy, presentation, and attention to detail in day-to-day delivery, depth of contribution, creative thinking, effort to provide incremental value-add

- Responsiveness

- Strength of relationships with clients and team

- Knowledge development and sharing on assigned sector/geography.

Key Skills

- Good understanding of the fixed income domain (capital structure, spreads, price drivers, macro economic numbers and their impact etc.) and the wider capital markets

- Financial Skills - excellent understanding of financial statements, numbers and key credit ratios.

- Experience in modeling, Analytical / Problem-solving skills, with a logical thought process - to sort, analyze and creatively interpret large amounts of qualitative and quantitative data

- Research Communication - Able to write research notes which are clear, consistent, and non-consensual and supported by facts and analysis.

- Deep knowledge of a sector/geography - key drivers, dynamics, trends, and indicators - would be advantageous

- Database skills - Bloomberg and other core financial databases

- Effectively manage relations to improve overall engagement and show pro-activeness in anticipating requests.

- Keen eye for detail with excellent presentation skills in order to communicate effectively with all stakeholders

- Should have exposure to working in a global environment with an ability to work with people across the globe in different time zones and with different cultures

Experience

- 2 to 5 years prior experience in Fixed Income/Credit Research

- Should have prior experience of tracking Banking and Insurance credits from US and European geographies.

Education:

- MBA from a prominent institute or CPA or CFA or Masters in Finance

FIL Values

- Candidates must be able to demonstrate an affinity with the Fidelity core values:

- Trust builder

- Entrepreneurial thinker

- Act with integrity

- Make it happen

External Relationships:

Sell-side for factual information, analysis, reports, and models

Industry wide bodies to catch the trends early

Database vendors For information needs and training

Internal Relationships:

Portfolio managers Consumers of research pieces, they factor research into investments

Analysts Drive initial work flow. Use research to identify companies, modify projections