Investment Coordinator
Fidelity International
2d ago

About the opportunity

Department Description

The role of the coordinator team is to provide advanced organizational and administrative support to our Portfolio Managers, Research Analysts and Support teams.

The team plays a critical part in the success of the investment process at Fidelity.

The duties performed by the team include extensive diary management, broker and internal meeting organization, complex travel arrangements and general administration duties.

Key Responsibilities

  • Maintain and proactively manage multiple, busy Microsoft Outlook diaries ensuring accuracy and appropriate level of detail
  • Work closely and collaboratively with the Corporate Access team to arrange attendance for investment professionals at company meetings, conferences and FIL arranged trips.
  • Ensure that meeting attendance records for all Portfolio Managers are accurate and complete on Mercury
  • Arrange all logistics for meetings including meeting room booking, ensuring appropriate catering has been ordered
  • Schedule, prepare and distribute appropriate information for meetings where necessary
  • Organise broker and internal meetings ensuring that all broker meetings are recorded
  • Ensure that meeting attendance records are accurate and complete in necessary systems
  • Organisation of frequently changing travel schedules and ensuring appropriate visas are obtained
  • Completion of expense reports within departmental guidelines
  • Organise, prioritise and manage daily workload using own initiative
  • Effectively handle telephone calls and emails for the Investment team and colleagues
  • Print reports and broker research for the Investment Professionals as requested
  • Maintain up-to-date and accurate documentation specific to the coordinator department e.g. cover plan for role
  • Work effectively within a team and provide cover and assistance to colleagues
  • Additional administrative requests when required
  • To be familiar with and adhere to the requirements of Fidelity’s Code of Ethics
  • Experience and Qualifications Required

  • Excellent organisation skills and the ability to efficiently multi-task and prioritise workload
  • Proven experience of supporting busy and demanding professionals
  • Strong team player and ability do flex workload to help support / cover other team members
  • Solid experience of dealing with frequently changing travel plans
  • Professional and enthusiastic with a flexible and positive attitude
  • Excellent interpersonal skills with clear and concise communication
  • Strong written and verbal communication skills
  • Demonstrates maturity, diplomacy and discretion
  • Ability to build and maintain relationships with both internal and external contacts at all levels
  • Conscientious and very detail oriented
  • Proven ability to work independently and take initiative as needed
  • Must have proficiency with Microsoft Office : Outlook, Word, Excel
  • About you

    About Fidelity International

    We’ve been helping our clients plan and save for the futures they want for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to 2.

    5 million clients everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term.

    And today, building on the security of private ownership and our strong sense of purpose, we’re growing our business like never before.

    What it’s like to work here.

    In our welcoming, caring culture, you’ll feel valued, trusted and free to express yourself. We recognise the value of inclusion and diversity in culture, in thought and in experience.

    With this in mind, please let us know if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

    As well as a clear commitment to inclusion, we offer real flexibility about where, when and how you work. It’s an approach we call dynamic working’, and you’ll find it brings the very best out in you.

    Getting started

    For more about who we are, how we work and the part you could play in both our progress and our future, visit .

    Or, if you’re feeling inspired, start your journey with us right now.


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