At a Glance
- Tasks: Support the Head of Investment Companies and manage relationships across various teams.
- Company: Join Fidelity, a leader in investment companies with over 50 years of experience.
- Benefits: Comprehensive benefits package, flexible working, and support for your development.
- Other info: Opportunity for career growth in a collaborative and entrepreneurial environment.
- Why this job: Be part of a dynamic team making a real impact in the investment world.
- Qualifications: Experience in investment companies or corporate finance; strong analytical skills required.
The predicted salary is between 45000 - 55000 £ per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 14 November 2026
- Department: Investment Companies
- Location: Cannon Street
- Reports To: Head of Investment Companies
- Level: Grade 7
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 companies team and feel like you’re part of something bigger.
About your team
Fidelity has had an investment companies business for more than three decades and in that time has grown the assets under management to around £6bn and established a diverse and growing investor base. Since 2010, we have raised more than £700m of new capital across our investment companies. In addition to extensive investment resources, Fidelity has a dedicated investment companies team, including business development professionals and UK company secretaries. These are supported by wider front- and back-office functions which focus on both the closed and open-ended fund businesses (such as fund accounting, compliance, legal, administrative and distribution channels).
About your role
Supporting the Head of Investment Companies, this role provides an exciting opportunity to join an interesting and unique investment business within Fidelity. The investment companies business works in a matrix, within which you will be interacting and managing the relationships with internal investment directors, product managers (in the UK, Tokyo, Singapore and Hong Kong), sales and marketing representatives as well as fund accounting, compliance, operations and other back-office functions. The role provides an excellent opportunity to further develop your understanding of Fidelity’s business and expand your business network.
With a broad range of responsibilities, this role will provide proactive management, support and guidance to the independent boards of the investment companies, portfolio managers, FIL business functions and end shareholders. Your key areas of focus will include:
- Providing strategic thinking, analysis and support in corporate activity.
- Executing corporate activity initiatives, potentially leading a small cross-functional team.
- Providing regular reporting of activity, effectiveness and expenditure to the investment company boards.
- Working with the portfolio managers to ensure an appropriate level of visibility to key shareholders via a variety of mediums (face to face, video conference, webcasts etc).
- Responsibility for the proactive organisation of wealth manager and private client liaison with companies, brokers and FIL sales teams, as part of the sales, marketing and communication effort.
- Supporting the Head of Investment Companies in proactive day-to-day management of the companies, including reacting to questions and issues from all relevant parties (e.g. board members, investors, portfolio managers) and ensuring that these are resolved in a timely manner.
About you
You will have:
- Excellent knowledge of investment companies and corporate finance.
- Experience in working as an analyst, portfolio manager, broker or other industry specialist and/or be a CFA/CAIA charterholder.
- A core understanding of the legal and regulatory environment in which our business operates.
- An ability to operate and communicate at a senior level.
- Exceptional analytical and critical thinking coupled with the utmost personal authority and integrity.
- Excellent interpersonal and influencing skills, with a strong presence and the ability to adopt a versatile and culturally-sensitive approach to enable you to impact across all levels and functional, channel and cultural boundaries.
- A strong understanding of the competitive landscape, with an ability to understand client needs and translate this into a market leading product.
- A natural self-starter with the appetite for the considerable workload, intensity and challenges presented by Fidelity’s growth and the developing business.
- A team player, who will be able to work within the overall culture and fit with its entrepreneurial but collaborative style.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing 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.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
Investment Companies Specialist in Crowborough employer: Fidelity International
At our London office, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Equity Research Analysts to thrive. With a strong emphasis on employee development, we offer comprehensive benefits and flexible working arrangements, ensuring that you can balance your professional and personal life while contributing to meaningful investment decisions. Join us to be part of a dynamic team where your insights are valued and your growth is prioritized.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Companies Specialist in Crowborough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fidelity International. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Companies Specialist in Crowborough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fidelity International.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fidelity International's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fidelity International
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fidelity International.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fidelity International will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fidelity International employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
