Research Associate Research Associate …

Fidelity International
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 17 Oct 21
Negotiable
Fidelity International
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 17 Oct 21
Negotiable
Fidelity International
Our Research Associate works as part of our Australian research team in Sydney, assuming analytical responsibility for Australian coverage and providing investment recommendations to our Portfolio Managers both locally and worldwide. Analysts may rotate between different sectors and/or countries every 4-5 years. This provides a diversified experience in different markets and allows for a more all rounded investment professional.

Department Description

The equity investment department has responsibility for all retail and institutional funds managed by FIL. This responsibility includes managing equity portfolios in accordance with the stated investment objectives contained in the fund's prospectus, trust document or Investment Management Agreement (IMA). The research department - 140 equity analysts and additional specialists provide analysis on companies, stocks and sectors, working closely with fund managers to select stocks for their portfolios.

Purpose of your role

Our Research Associate works as part of our Australian research team in Sydney, assuming analytical responsibility for Australian coverage and providing investment recommendations to our Portfolio Managers both locally and worldwide. Analysts may rotate between different sectors and/or countries every 4-5 years. This provides a diversified experience in different markets and allows for a more all rounded investment professional.

Key Responsibilities

  • Take responsibility for the analysis of a list of stocks allocated by the Director, Equities; typically such a list will comprise around 15 names.
  • Ramp coverage on those names within a time period agreed with the Director, Equities; typically within the first 12 months.
  • Use all sources available to formulate a view on the stocks under your assigned coverage. This would include sources within the company as well as other industry sources such as competitors and customers, and external sources such as sell-side brokers and third-party research providers.
  • Maintain a current fundamental rating on each stock on the assigned coverage list. Ratings go from 1 (strong buy) to 5 (strong sell). Plus also maintain ESG ratings for each stock.
  • Publish regular reports on assigned stocks.
  • Communicate your views to PMs via written reports, voice mails, emails, and face to face meetings.
  • Host company meetings on companies on your list for PMs when appropriate.
  • Provide an industry update annually on the industries under your assigned coverage.
  • Maintain a notional paper portfolio comprised of the stocks on your assigned coverage list.

Experience and Qualifications Required

  • Undergraduate degree
  • At least 1-2 years of relevant experience in the financial industries (buy side, sell side, accounting, consulting)
  • Excellent financial analytical skills
  • Strong written and verbal communication capabilities
  • Fluent spoken and written English
  • Highly motivated, able to think logically, critically & quickly
  • Able to work both independently and as part of a Research/Investment team
  • Avidly interested and have a passion for the stock market and has demonstrated this interest through either previous work or personal investment
  • Travel around the region at least 20% of the time

Company Overview

Great minds, better together.

Fidelity International is an equal opportunities employer and is commited to a policy of treating all its employees and job applications equally.

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