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Senior Associate/Lead - Investment Research (Sector Agnostic)

Gurgaon Gurgaon Haryana, Haryana, India
Competitive Salary
Closing date
Jun 24, 2024

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Job Role
Senior Manager
Contract Type
Full Time
About the Opportunity

Job Type: Permanent

Application Deadline: 30 June 2024

Job Description

Title J48255 Senior Associate/Lead - Investment Research

Department Global Investment Research - Research Specialist Team

Location Gurgaon, India

Reports To Team Lead / Group Head, Investment Research

Level 4/5

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 Investment Research Support team and feel like you're part of something bigger.

Department Description

The Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The team provides fundamental research support (building financial models, maintaining industry databases, ESG analysis and conducting Industry and company analysis) to all FIL Equity & Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. Additionally, the team has Data intelligence capabilities which have allowed FIL Research to build proprietary data series, add an analysis layer over Research IT tools and do custom quant work for analysts and PMs. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts.

About the role

The Lead role involves providing comprehensive research support to FIL's Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have a good understanding of equities and the broader financial research process.

Key Responsibilities

  • Provide all-around research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage.
  • Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis.
  • Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil's advocate analysis, etc.
  • Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas.
  • Provide quality data and analysis on ESG.
  • Keep abreast of trends and developments in the assigned sector across geographies.
  • Generating investment insights using alternative data.
  • Build and maintain strong relationships with clients and within the team.
  • Make regular presentations to the team on relevant topics/areas of expertise.
  • Lead projects/new capablity builds as required

Experience and Qualifications Required

Experience and Key Skills

  • 3-6 years of work experience in Investment Research, preferably from an international equities perspective.
  • Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios, and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred.
  • In-depth knowledge of one or multiple Sectors and relevant companies - key drivers, dynamics, trends, emerging themes, and indicators.
  • Analytical / Problem-solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data.
  • High level of attention to detail and accuracy Diligence and hard work.
  • Database skills - Bloomberg, Refinitiv, FactSet, CEIC and other financial databases.
  • Excellent relationship management skills

  • MBA from a prominent institute, CA, or Masters in finance.
  • CFA Level1/2/3 will be preferred

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your well-being 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

For more about our work, our approach to dynamic working and how you could build your future here, visit

Skills: Investment Research, Relationship Management, Attention To Detail, Accuracy, Problem Solving Skills, Financial Statements, Analytical Skills, Company Analysis, Hard Work, Sector Analysis, Capital Markets, Financial Modelling

Experience: 3.00-6.00 Years

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