Asset Management
Counterparty Research Analyst
- Hong Kong,
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
The Role
The Counterparty Research Analyst will 1) deliver credit research and opinions on Fidelity bank and broker/dealer counterparties. This includes the approval and denial of prospective counterparties and ongoing reviews and monitoring of existing counterparties in accordance with internal, proprietary standards, and 2) provide research and advice to Fidelity business functions on their counterparty banking relationships. Responsibilities include:
- Analyze potential and existing counterparties. Analysts assign a credit rating based on an assessment of the current financial strengths and weaknesses as well as a thoughtful discussion of the expected future credit quality of each counterparty.
- Conduct discussions and meetings with the senior management team of the counterparties, e.g., Chief Financial Officers, Treasurers, and Chief Executive Officers.
- Understand the country, industry, market conditions, economic, and political issues relevant to the counterparty's credit profile. Discuss the counterparty with any Fidelity investment analyst who covers the country or company, as well as utilise any external resources which may exist, such as sell-side investment research and rating agency reports.
- Prepare a formal credit note containing a credit opinion and recommendation on each counterparty which provide accountability for recommendations.
- Understand the nature of Fidelity's business with each counterparty, including trading and investment opportunities.
- Recommend practical business and credit decisions which balance credit concerns with trading needs and objectives.
- Clear and effective communications and relationships with the Director of Counterparty Research, other Analysts, trading desk personnel, as well as other business functions.
The Expertise and Skills You Bring
- Bachelor’s degree required, MBA and/or CFA preferred
- Bank or broker/dealer credit analysis experience required
- Critical thinking and analytical skills with experience in quantitative methodologies and financial modeling
- Ability to communicate impactfully orally and in writing, with internal stakeholders and Fidelity management, as well as ability to build relationships which will directly support your work
- Experience with data visualization software and/or programming preferred
- Ability to work in a dynamic and self-directed environment to complete timely individual research as well as collaborative thematic pieces
The Team
Counterparty Research & Analytics (CRA) is an independent risk management resource within Fidelity dedicated to protecting our clients from risk of loss arising from trading and treasury relationships with financial institutions. CRA works extensively with Fidelity’s trading desks that trade on behalf of FMRCo, Fidelity International, Fidelity Canada, FIAM, Geode and SelectCo.
Certifications:
Company 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Apply Now
All fields are required.
This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
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.
