Job Description:
Job title: Lead / Senior Lead - Equity Research
The Purpose of This Role
We are seeking candidates for the role of Lead / Senior Lead – Equity Research who are passionate about financial markets, investing, fundamental equity & sector research. S/he should have experience analysing global stocks and sectors. The ideal candidate will bring in subject matter expertise in at least one of the 11 GICS sectors, fundamental research, macroeconomic & statistics, along with proven track record in identifying winning stocks.
This is an independent research role covering emerging markets. The candidate should possess excellent communication, presentation and writing skills and be able to clearly articulate research findings. This role requires someone who is hard working, hungry to learn and achievement- and results-oriented.
The Value You Deliver
Lead / Senior Lead – Equity Research will carry out in-depth research on sector & portfolio companies, engage with company management, and present his/her findings to the portfolio manager in the form of research notes. The primary responsibilities of the sector specialist will be to independently work with 3 to 4 research analysts (on one or more sectors) & portfolio managers (sector or diversified) across FMRCo offices. Responsibilities also include gathering important industry data, identifying industry trends, and helping equity analysts & PMs with various projects to support stock-specific and industry presentations. Insights from the sector specialist help PMs/analysts identify investment opportunities and macroeconomic trends, thus playing an important role in Fidelity’s investment process.
Sector specialists spend a considerable amount of time working on projects with their research analysts / PMs on analysis of specific stocks & topical research themes.
Work closely with global portfolio managers and fundamental analyst located in Hong Kong, Tokyo, London, and Boston to coordinate and collaborate on industry, sector and macro-economic research
Publish detailed research notes on uncovered stocks opportunistically
Help research analysts with initiating stocks & sectors reviews
Engage with senior management (CEO, CFO, and IR) of companies to build conviction on the investment thesis
Publish thematic research, thought leadership notes and educational series to help investment professionals on key focus areas
Build proprietary global demand supply models & industry databases
Develop proprietary investment strategies, models & frameworks to help investment professionals with investing
The sector specialist will also work closely with other sector specialists, industry sources and Wall Street contacts, market data and research services, and the technology teams to gain important insights, knowledge, and tools to provide the highest level of support to the research process. Apart from these, analyst is expected to interview industry experts, customers, suppliers, competitors etc to gain insights into the company.
The Skills that are Key to this Role
Technical / Behavioral
The candidate should be an independent thinker with the ability to effectively articulate his/her research analysis with experience and interest a keen interest in worldwide equity markets and research
Strong analytical, quantitative, and problem-solving skills
The role is largely self-driven and self-managed, with minimal supervision on a day-to-day basis.
The role requires frequent use of concepts in accounting, economics, statistics, financial markets, financial statement analysis, and industry analysis.
Strong communication and interpersonal skills as the role interact extensively with people of various nationalities in different locations.
Ability to work with limited information and influence stakeholders
Ability to manage multiple projects simultaneously and be able to work under pressure and time constraints.
Excellent presentation and writing skills and be able to clearly articulate research findings
The Skills that are Good to Have for this role
Exposure to financial databases such as Bloomberg, FactSet etc. is desirable
Working knowledge of usage of Python, statistical packages and modeling tools will be a plus.
The ability to work with external information sources (analysts, companies, consultants)
Values
The following values are considered to be fundamental to the way in which our company operates:
Accountability
Enthusiasm
Integrity
Teamwork
Respect
How Your Work Impacts the Organization
Analytics, Research & Data (ARD), established in 2006, is a fast-growing, vibrant team within FMR India that provides three main capabilities: Investment Research, Database Modelling & Analysis and Customer and Competitive Insights. This position is part of the Equity Research team.
Equity Research team provide equity research, debt research, sustainable research and corporate governance/forensic accounting research support to research analysts and portfolio managers in Boston, London, Hong Kong, and Tokyo, covering all major international stock markets and market sectors.
The Expertise We’re Looking For
MBA specialization in Finance from top-tier B-school. Additional qualification of CFA/CA is desirable.
Ideally 4+ years of research work experience
Location: Bangalore - EGL
Shift timings: 11:00 am - 8:00pm
Certifications:
Category:
Data Analytics and InsightsCompany overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
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Join us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
Benefits that adapt to everything life sends your way
Medical, accident, and life insurance
National Pension System with employer contribution
Family health services
Childcare allowance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.