Senior Associate - Investment Fund Analyst

About the Opportunity

Job Type: Permanent

Application Deadline: 31 January 2027

Job Description

Title                     Senior Associate Investment Fund Analyst

Department         Investment Fund Specialists

Location              Dalian

Reports To          Senior Manager - Investment Fund Specialists

Level                    3

 

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 Fund Specialists team and feel like a part of something bigger.

About your team

The Investment Fund Support team works with Investment Management, Product and Distribution teams to deliver high-quality fund analysis, reporting and investment communication. The team supports a range of activities including fund reporting, investment content, data analysis, presentations and process improvement.

About you

• You are intellectually curious and commercially aware, with a genuine interest in investment funds and markets and the ability to analyse complex information, ask the right questions and translate your understanding into clear, relevant and high-quality outputs for different audiences.
  
  
• You take ownership and pride in the quality of your work, bringing exceptional attention to detail, focus and sound judgement while managing multiple priorities and business partners; you are proactive in resolving problems, take responsibility for outcomes, and continually look for better, more efficient ways of working.

About your role

As an Investment Fund Analyst, you will need to develop a strong understanding of the funds you support, analyse investment, portfolio and market information, and take ownership of delivering accurate, timely and high-quality analysis, reporting and investment content.

You will need to demonstrate strong attention to detail and focus, manage multiple priorities and business partners, take responsibility for your work from start to finish, and proactively resolve issues to ensure every deliverable is accurate and fit for purpose.

How you will make an impact

• Develop fund expertise across assigned strategies, including investment process, portfolio positioning, performance, risk and relevant market developments.
• Deliver high-quality fund reporting and investment content, including regulatory and client reporting, fund commentaries, presentations, portfolio reviews and other recurring or ad hoc materials.
• Analyse and interpret fund data to identify performance drivers, portfolio changes, risk characteristics, peer trends and other relevant investment insights.
• Partner effectively with business partners a to respond to fund-related requirements and deliver accurate, relevant information.
• Maintain strong quality and control standards by validating fund data, challenging inconsistencies and ensuring deliverables meet applicable requirements and deadlines.
• Improve processes and ways of working through better use of data, automation, technology and AI, reducing manual effort and improving the consistency and scalability of recurring activities.

 

What we’re looking for

·       5–8 years of relevant experience in investment analysis, fund research, asset management, investment or client reporting, investment communication, or a related financial-services role.

·       Strong understanding of investment markets and funds, with the ability to analyse and explain portfolio performance, positioning, risk and relevant market developments.

 

·       Strong analytical and written communication skills, with excellent attention to detail and the ability to turn complex investment information into clear, accurate and audience-appropriate content.
 

·       Strong Excel and PowerPoint skills, with the ability to analyse, organise and present fund data effectively. Experience with investment platforms such as Bloomberg, Refinitiv, FactSet, Morningstar, Lipper or eVestment is advantageous.

·       Strong organisation and stakeholder-management skills, with the ability to take ownership, manage competing priorities and deliver consistently to demanding deadlines.

 

·       A proactive and improvement-oriented mindset, with an interest in using automation, data and AI to improve quality, controls and efficiency. Experience with VBA, Power BI, SQL, Python or similar tools is advantageous.

·       A degree or postgraduate qualification in finance, economics, commerce, business, mathematics, statistics or a related discipline. Progress towards CFA, CAIA, FRM or an equivalent investment qualification would be advantageous.

What we offer:

 

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and facilitate your development. We also provide dynamic working arrangements in line with the needs of the role, clients and team. 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 careers.fidelityinternational.com.