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Corporate Access Associate

Posted: 23 Sep 2021 Closes: 23 Oct 2021
Hong Kong Office Competitive
Permanent & Full-time FID_J24468

About the opportunity

Department Description

As part of Fidelity International's drive to set up an internal corporate access function and to source more access directly with corporates & expert speakers, an opportunity has arisen to join Fidelity International's dedicated corporate access team in Asia, based in Hong-Kong.

Purpose of your role

As part of Fidelity International's drive to set up an internal corporate access function and to source more access directly with corporates & expert speakers, an opportunity has arisen to join Fidelity International's dedicated corporate access team in Asia, based in Hong-Kong. The role will help implement FIL's corporate access strategy in Asia and deliver targeted corporate access initiatives to support FIL's investment ideas. The individual will work closely with all internal (Investment Professionals) and external (issuers, brokers, third party providers) constituencies for corporate access. The main purpose of the role will be to leverage Fidelity International's scale and brand name to facilitate direct engagement with corporates and expert speakers and to work closely with FIL's investment team to deliver corporate access products internally. Another important aspect of the role will be to put in place relevant processes and best practices to have a more co-ordinated and efficient approach to managing facilitated corporate access across the region. The role will be reporting to the Head of Corporate Access - Asia Pacific.

Key Responsibilities

The Corporate Access Associate will be responsible for:

  • Corporate Access - Strategy planning & Execution
  • Organize bespoke events that support Fidelity's Investment Professionals' own investment ideas, drawing on Fidelity's relationship with corporates and expert speakers;
  • Work with Fidelity's co-ordinators to schedule corporate access events (meetings, fieldtrips etc.) for Investment Professionals.
  • Be the guardian of information regarding broker-led events (non-deal roadshows, conferences, trips), ensuring that the corporate access databases are accurate and kept up to date;
  • Help put in place internal and external communication channels and processes to streamline the flow of access and events advertised by brokers and consumed internally;
  • Bring to bear internal resources to create and update a central database of public and private companies as well as industry experts

  • Corporate Access - Relationship building and maintaining with Corporates & Corporate Access Providers
  • Develop a direct and on-going dialogue with the Investor Relations departments of targeted corporates with a view to maximize access to the senior management of the corporates;
  • Contribute to raising the profile of Fidelity International as an investor in the region through direct interaction with the corporates
  • Manage the relationship with brokers and other external corporate access providers in a coordinated fashion.

  • Corporate Access - Tracking and Reporting
  • Help to define the technology requirements for corporate access and work with Fidelity's technology team to implement an end-to-end technology solution;
  • For all FIL-scoured & facilitated meeting and events, ensure discussion topics and attendees are maintained in relevant database.
  • Generate weekly and monthly corporate access reports regarding PMs and analysts corporate access activity;
  • Manage the contact database of key FIL investee companies and industry expert etc;
  • Manage corporate access budget and monitor the payment to corporate access provider / facilitator.
  • Work closely with internal compliance to ensure tracking mechanism to present data required for compliance purpose.

Experience and Qualifications Required

• Keen interest in the finance markets

• Excellent organizational skills, attention to details and ability to multi-task

• Excellent communication skills

• Ability to work as a proactive and dedicated team member

• Proficiency in Excel, Word and Power Point

• Ability to manipulate data

• English skill is essential.Mandarin, Cantonese, or Korean is an advantage

• Relevant corporate access working experience is preferred

About you

About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.56 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $783.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

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. 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.

We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients. We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations. We call this new approach "dynamic working".

Find out more about what we do, our history, our new approach of "dynamic working" and how you could be a part of our future at https://careers.fidelityinternational.com/about-us

Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.
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