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Senior Associate/Lead - Investment Research (Technology Sector)

Fidelity International
Gurgaon, India
Closing date
30 Apr 2024

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Job Details

About the Opportunity
Job Type: Permanent

Application Deadline: 30 April 2024

Job Description

Title Senior Associate/Lead - Investment Research

Department Global Investment Research - Research Specialist Team

Location Gurgaon, India

Reports To Team Lead / Group Head, Investment Research

Level 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 Research Specialist 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 Technology sector (Semi, Hardware, Software, IT services, Media etc.), 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.

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 Technology Sector companies' equity research desirable (like Semiconductor, Hardware, Software, IT services, Media etc.)- 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 and other financial databases.
  • Excellent relationship

  • MBA from a prominent institute, CA, CFA, or Masters in finance.

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


Looking after you and your future

Here at Fidelity International, we care about people. You’ll have the freedom to take control of your career while we support your development in an environment surrounded by smart, passionate people. Simply because we believe that growth is key for long-term success. That’s why we provide regular training, mentoring and networking opportunities across the business - to support you and hone your skills as you progress within your current role and beyond. Our end goal is to help one another achieve the best personal and business outcomes.

We invest in you

Helping our people develop is at the core of our business. We believe that everyone should have the freedom to move in a direction that feels right for them. Career development isn’t a simple training course, or a qualification – it’s about satisfying curiosity and every individual’s goals, both professional and personal. We constantly look for new ways to help our people enjoy a fulfilling and long-term career at Fidelity.

What we have to offer

Depending on your location and job role, we offer benefits that are flexible and adaptable to your life stages, career and family circumstances. The benefits are designed to benefit both you and your family with support for physical, financial and emotional wellbeing.

Healthcare, medical checks and helplines - benefits to support mental and physical well-being for you and your family

Pensions, savings and discounts - retirement and savings that provide for your future

Life cover, company sick pay and family leave - financial protection that offers piece of mind should the unexpected occur

Our differences make us stronger

If you work here, you’ll find that we care deeply about creating a supportive place where all our people feel valued and free to be themselves. For us, commitment to Diversity and Inclusion is not only right, it’s critical for a healthy culture and leads to better business outcomes. That’s why we have an environment where all our differences are welcomed and celebrated.

Over the years, we have made huge progress on Diversity and Inclusion. But we are dedicated to improving and will continue to progress on creating an environment that reflects the full diversity of the communities where we work, and on making sure that all our people feel they belong.

Our strategy

We have set three company-wide priorities for our global Diversity and Inclusion strategy:

Diversity - Increase the diversity of people at all levels of our organisation

Inclusivity - Strengthen our inclusive culture where everyone’s voice is heard

Reputation - Enhance our presence with clients and communities as an inclusive company

How we encourage inclusion and diversity

At Fidelity, we value and respect all the differences that make us who we are, including: age, cultural background, ethnicity and race; disability and mental health, gender, gender identity and expression, sexual orientation, and social background. Our activities focus on these global priorities:

Cultural diversity

With 46 offices across 27 countries, we have a wonderfully diverse community and have respect for different cultures, nationalities, ethnicities and beliefs.


We are committed to improving accessibility and enablement for our employees with different abilities and health conditions.


We are dedicated to achieving a greater gender balance and narrowing the gender pay gap.


We embrace our LGBT+ employees and communities, and support people to express their sexual orientation and gender identity at work.

Fidelity for Everyone

Each of our regions has a Fidelity for Everyone network which aims to involve our people in supporting and strengthening inclusion and diversity through speaker events and activities. We also host networking events and provide opportunities for people to let us know how we can improve.

Here’s how we support and encourage accessibility and enablement:

  • Signatory of The Valuable 500 to make disability a business leadership issue
  • Enable disabled employees and job candidates to perform to the best of their ability through making reasonable adjustments
  • Our Mental Health Champions promote an open culture around mental health
  • Celebrate business success stories of our disabled role models
  • Uphold best practice digital accessibility standards for employees and customers

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