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City of London, England, United Kingdom
Onsite
Title: Senior Analyst - Multi Asset PSG
Department: Investment Management Operations
Location: Cannon Street
Reports To: Head of Multi Asset PSG - Europe
Level: 5 (Manager)
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger. 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.
The Team
Portfolio Services Group, Multi Asset (MA PSG), is a London based team within the Investment Management Operations Department. The team works closely with other PSG teams and Multi Asset Investment Professionals in London and Hong Kong.
The Role
The Multi Asset portfolio managers and the global trading capability are supported by teams of MA PSG Analysts in London and Hong Kong. The function improves capacity of the portfolio managers and increases the control, scale, efficiency and consistency of the investment process. The team actively contributes and implements ideas for improving and re-designing the investment process and trade flows, and often represents the Multi Asset Investment Management function to other areas of the business.
Key Responsibilities
· Cash Management – monitoring cash positions and cash flows
· Act as a key partner to Portfolio Managers, supporting portfolio implementation, investment process oversight, and complex operational decision-making across Multi Asset strategies.
· Portfolio rebalancing – monthly and large-scale model realignments
· Implement investment decisions across a broad range of asset classes and instruments including equities, fixed income, ETFs, mutual funds, FX, OTC derivatives and alternative investments.
· Liaise with Operational, Fund Accounting, Technology, Compliance, Risk, Legal, Treasury, FX, Working with Retail and Institutional businesses
· Represent Multi Asset PSG on product launches and transitions
· Lead and coordinate complex change initiatives including fund launches, fund mergers, strategy transitions, custodian changes, market expansions and new instrument onboarding.
· Drive process improvements and procedural enhancements to increase efficiency and reduce risk
· Ensure that we have globally consistent procedures and processes across Multi Asset PSG teams
· Ensuring compliance with all applicable statutory requirements
· Leverage technology, automation and AI tools to improve team efficiency, data quality and risk control.
· Identify, design and implement scalable solutions to enhance the investment operating model.
· Contribute to system enhancements, strategic technology initiatives and workflow optimisation projects.
· Build strong relationships with Portfolio Managers, Trading, Risk, Compliance and Technology teams.
· Identify and escalate risks while proposing practical solutions.
About you
The successful candidate should have experience of supporting investment professionals. They should have a broad understanding of Multi Asset products, how portfolios are constructed, and how trade ideas are implemented with relevant Operational and Compliance control.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Conduct Rule Responsibilities:
The role-holder is expected to meet the following FCA Conduct Rules when performing their role under the Certification Regime.
FCA/PRA Conduct Rule (COCON) Responsibilities
I abide by the FCA’s Conduct Rules when discharging my responsibilities described above.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
