Associate Director - Business Analyst
Fidelity International
Hong
2d ago

About the opportunity

Department Description

Investment Management Technology, part of Investment Solutions & Services business, provides systems development, implementation and support services for Fidelity International’s global Investment Management division.

We support Fund Managers, Research Analysts and Traders in all of Fidelity International’s locations, including London, Hong Kong, Tokyo, Toronto, Australia, Singapore and China.

Fidelity is embarking on a number of strategic programmes of work that will create a technology platform to support the next evolutionary stage of our Investment Processes.

These programmes span across asset classes and include Fundamental and Quantitative Research, Sustainable Investing, Systematic and Portfolio Construction, Risk Management and Trading

Purpose of the Role

The role of Associate Director - Business Analyst within Fidelity is viewed as critical to the ongoing success of our technology transformation.

The successful candidate will join our Research and Portfolio Management Technology Team delivering change to Equity, Fixed Income, Solutions & Multi Asset businesses working closely with Research, Portfolio Management, Quant and Systematic investment teams.

This role will mainly lead the analysis and implementation of model portfolio based investing within the portfolio management space which require close collaboration with ChangeTarget Operating Model team and other technology delivery teams (Architecture, Data, Investment Risk and Attribution, Trading, Compliance).

You will be responsible on requirements gathering, understanding and documenting business processes, in additional to systems and QA testing, working closely with other teams in UK, HK, India and China to deliver end to end project and managing key stakeholders across the global investment team.

Role will require strong influencing and navigational skills to bring alignment on overall programme approach.

Key Responsibilities

  • Establishing and maintaining good working relationships with the business users and acting as a point of contact
  • Requirements gathering and analysis
  • Producing, checking and assessing project documentation
  • Managing projects relating to the different development teams
  • Taking responsibility for organising and participating in project testing through to business sign off, project implementation, completion and post implementation review
  • Ability to understand detailed systems designs documentation
  • Providing training and assistance to users in the best use of their software tools
  • Problem troubleshooting and solving - coordinating and managing the implementation of a solution
  • Representing the group professionally at project and appropriate business meetings
  • Work closely with developers, architects, other business analysts, and the client's representatives to define the direction, approach and requirements to project manage design and development
  • Prepare executive presentation material for senior leadership meeting
  • Support project status monitoring, reporting and budget tracking, etc
  • Experience and Qualifications Required

    Essential Skills and Experience

  • At least 12 years of Business Analysis experience within the investment management domain
  • Strong analytical, mathematical and problem solving skills
  • Strong experience on portfolio construction and management technology product development of all key asset classes
  • Understanding of quantitative modelling techniques and lifcycle of model based investing
  • Able to understand performance and risk attribution of nodel based investing
  • Ability and aids in implementing of analytics, investor constraints, risk budgets, allocation policies, strategies overlays, trading cost optimisation in model based investing
  • Experience working on in-house / vendor product that supports model based investing
  • Ability to explain complex technical and functional requirement in a clear and concise way
  • Familiar with Agile development methodology, experienced with sportify model is a plus
  • Excellent organizational and time management skills
  • Sound knowledge working with offshore multi-cultural development team
  • Excellent communication skills
  • Ability to work and learn quickly in a high performing culture, under pressure and with time-sensitive deadlines
  • Experienced with backlog management
  • Self-motivated, flexible and adaptable
  • Desirable Skills and Experience

  • Ability to project manage a programme across various workstreams
  • Understanding on investing client solutions, IMA / investor mandates etc. will be added advantage
  • CFA certification or any equivalent certification
  • Technical background with a solid understanding of, or hands-on experience with, software engineering, including experience in web development, mobile solution or multi-tech platform implementation an asset
  • Experience working with data, including data analytics
  • Strong skills on story telling and visualisation skills
  • Data Preparation & Migration (Python, SQL, Adv. Excel)
  • Project management and / or Scrum Master certifications is a plus
  • 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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