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For Companies At a Glance
- Tasks: Conduct Operational Due Diligence on investments and advise management teams.
- Company: Fidelity International has been shaping financial futures for over 50 years with a diverse, inclusive culture.
- Benefits: Enjoy flexible working options and a supportive environment that values diversity and inclusion.
- Why this job: Join a global team, make impactful decisions, and enhance your career in investment management.
- Qualifications: Experience in public market ODD, strong organisational skills, and relevant industry qualifications preferred.
- Other info: This is a permanent role based in London with opportunities for professional growth.
The predicted salary is between 48000 - 72000 £ per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 27 March 2025
About your team
Fidelity Solutions and Multi Asset (SMA) is a global team. Assets are divided equally both between retail and institutional clients, and between equity based and multi asset products. Around half of our clients are based in Europe, including the UK, with the remainder split between Asia (including Japan) and the Middle East. The team has expertise in three key disciplines: Solutions Design, Tactical Asset Allocation and Strategy Selection. As well as managing a range of different products drawing on these investment disciplines, the team is also a provider of investment related services. The Investment Management Oversight, Sub-Advisory team focus on providing support for the oversight of the key service providers and third-party investment advisors of the multi manager funds. This includes Operational Due Diligence (ODD) on investment advisers within SMA.
About your role
- Undertake Operational Due Diligence (ODD) on both ongoing and prospective investments, covering business structure, staffing, compliance / conflicts of interest, trade operations, cash controls, disaster recovery, valuation etc. and recommending action to external managers where Fidelity requires additional comfort.
- Assisting with Multi Asset Private Market ODD process on new investment opportunities and refreshes.
- Compiling and reviewing background searches on key individuals and/or companies with which Fidelity is engaged for investment.
- Creation of timely management information reporting to decision making groups and governance bodies based on information collated from investment managers.
- Advising investment management teams on the results of ODD reviews.
- Work closely with Fidelity's Investment, Legal, Investment Risk and Compliance teams and ensure that appropriate action is taken to resolve escalated risks and issues in a timely and efficient manner.
- Periodic monitoring on Fidelity's investment managers, ensuring that relationships are being managed effectively.
- The role may require some day-to-day oversight of key metrics and queries from outsourced managers and service providers.
- Ad-hoc project work.
Organisation and development:
- Liaising with internal teams on their operational and ODD needs.
- Collaborating with the business teams on the promotion of operational and ODD services.
- Coordinating regular reviews of ODD product content and coverage, e.g. in line with regulatory changes or industry best practices.
- Working with the internal team to enhance current processes and reduce risk.
About you
- Proven public market investment management ODD experience.
- Experience in leading ODD visits advantageous.
- Private market ODD experience preferred.
- Good understanding of the investment management compliance and regulatory environment.
- Good understanding of fund structures, operations, investment processes and strategies.
- Exhibit a high level of initiative, strong organisational skills and drive with the ability to prioritise workload and deal with conflicting priorities.
- Background of working in a client facing position and with senior stakeholders preferred.
- Industry specific qualification strongly recommended; IMC, CFA, CAIA etc.
Operational Due Diligence - Senior Analyst | London, UK employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operational Due Diligence - Senior Analyst | London, UK
✨Tip Number 1
Familiarise yourself with the key aspects of Operational Due Diligence (ODD) specific to investment management. Understanding the nuances of compliance, trade operations, and cash controls will give you an edge in discussions during interviews.
✨Tip Number 2
Network with professionals in the investment management sector, especially those involved in ODD. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends and challenges in the field.
✨Tip Number 3
Prepare to discuss your experience with both public and private market investments. Be ready to share specific examples of how you've conducted ODD in past roles, as this will demonstrate your practical knowledge and expertise.
✨Tip Number 4
Showcase your understanding of regulatory environments and fund structures during interviews. Being able to articulate how these factors influence ODD processes will highlight your suitability for the role and your proactive approach to risk management.
We think you need these skills to ace Operational Due Diligence - Senior Analyst | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Operational Due Diligence and investment management. Use specific examples that demonstrate your skills in compliance, risk assessment, and stakeholder management.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also reflects your understanding of Fidelity International's values and culture. Mention how your background aligns with their focus on inclusivity and collaboration.
Highlight Relevant Qualifications: If you have industry-specific qualifications like IMC, CFA, or CAIA, make sure to mention them prominently. This will show your commitment to the field and enhance your credibility as a candidate.
Showcase Soft Skills: In addition to technical skills, emphasise your organisational abilities, initiative, and experience in client-facing roles. These soft skills are crucial for managing relationships with stakeholders and ensuring effective communication.
How to prepare for a job interview at Fidelity International
✨Understand Operational Due Diligence
Make sure you have a solid grasp of what Operational Due Diligence (ODD) entails. Be prepared to discuss your experience with ODD processes, including how you've assessed compliance, trade operations, and risk management in previous roles.
✨Showcase Your Analytical Skills
Highlight your analytical abilities by discussing specific examples where you've successfully evaluated investment managers or conducted thorough background checks. Use metrics or outcomes to demonstrate the impact of your work.
✨Familiarise Yourself with Regulatory Standards
Since the role requires a good understanding of the investment management compliance and regulatory environment, brush up on relevant regulations and best practices. Be ready to explain how you've navigated these in past positions.
✨Prepare for Stakeholder Interaction
Given the client-facing nature of the role, think about your experiences working with senior stakeholders. Prepare to share how you've effectively communicated findings and recommendations to different audiences.
