Senior Multi Asset Implementation Analyst

  • Salary: Negotiable
  • Location: London, England, United Kingdom
  • Job Type: Full time
  • Company: Fidelity International

You would be responsible for supporting the Multi Asset Investment Team with the implementation activities of their portfolios and providing subject matter expertise on investment and product related initiatives. You would provide daily oversight and maintenance of our portfolios, and order generation for exchange traded instruments, third party investment managers, FIL funds and FX forwards.

Department Description

Fidelity Multi Asset team provide expertise in Solutions Design, Tactical Asset Allocation, Strategy Selection and Risk Management, responding to the individual needs of clients by designing investment strategies with risk-awareness at their heart. We manage almost £30bn in assets, across a wide range of clients, from personal investors saving into their ISA, to multi-billion dollar institutions. We are a global team with a presence in each of the key regions, serving clients in a wide range of different countries. Our team includes over 26 investment professionals alongside well-resourced Operations and Product Management teams. Within each team we have a wide range of expertise, skills and backgrounds, channelling our varied experience to build and develop premier investment solutions for our clients

Fidelity Multi Asset Implementation is responsible for supporting the Multi Asset Investment Team with the implementation activities of their portfolios and providing subject matter expertise on investment and product related initiatives. The group acts as a conduit between the Portfolio Managers and other areas including Equity, Fixed Income, Asia, UK, Investment Administration, Compliance, Risk, Treasury & FX, and Institutional & Retail Operations and Businesses. We provide daily oversight and maintenance of our portfolios, and order generation for exchange traded instruments, third party investment managers, FIL funds and FX forwards

Key Responsibilities

  • Cash Management - monitoring cash positions and cash flows
  • General support for Multi asset funds' operational activities and queries
  • Portfolio rebalancing - monthly and large scale model realignments
  • Implementation of investment decisions made by PMs by generating orders across multiple portfolios for FIL funds, exchange traded instruments, FX and third party funds - taking into account cash, investment guidelines, benchmarks and fund sizes
  • Liaise with Operational, Fund Accounting, Technology, Compliance, Risk, Legal, Treasury, FX, Working with Retail and Institutional businesses
  • Represent Multi Asset Implementation on product launches and transitions
  • Represent PMs on change management projects and initiatives
  • Drive process improvements and procedural enhancements to increase efficiency and reduce risk
  • Ensure that we have globally consistent procedures and processes across Multi Asset Implementation teams
  • Ensuring compliance with all applicable statutory requirements

Experience and Qualifications Required

  • Experience within a Multi Asset Portfolio Management support function, back office operations or fund administration
  • Understanding of Manager of Manager fund structures
  • Familiarity with Irish, Luxemburg and UK domiciled funds.
  • Ability to work in a small functional team but also as part of the broader Investment Business Group
  • Excellent communication skills. Ability to communicate at all levels of the organisation.
  • Ability to prioritise work within tight deadlines and handle multiple tasks simultaneously
  • Numerate individual with strong analytical skills and excellent attention to detail
  • Highly organised, detail oriented with a desire to be "hands on"
  • Results-oriented, proactive with a "can do" attitude
  • Advanced excel
  • Experience with Charles River Manager Workbench (desirable)
  • Bloomberg (desirable)
  • IMC

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.

London, England, United Kingdom London England GB