At a Glance
- Tasks: Support the Global CIO for Equities and drive strategic initiatives within the team.
- Company: Join a leading investment management firm with a diverse and inclusive culture.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Exciting career progression opportunities in a fast-paced industry.
- Why this job: Make an impact in a dynamic environment while collaborating with senior leaders.
- Qualifications: Strong analytical skills, problem-solving abilities, and experience in strategy development.
The predicted salary is between 48000 - 72000 £ per year.
About the Opportunity
Job Type: Permanent
Application Deadline: 17 April 2026
Department: Chief Administrative Officer, Investment Management
Location: London
Reports To: Head of Investment Management Services
Level: Manager, 5
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About your team
Investment Solutions & Services (ISS) reflects the alignment of teams that focus on the development of investment products and services, and their distribution to wholesale, institutional, intermediaries and other B2B clients. It is managed as a separate business from Fidelity’s Platform Business which offers a range of products and services that help end investors improve their financial health. Investment Solutions & Services (ISS) includes Investment Management teams for Equity, Fixed Income, Multi Asset and Private Assets as well as the Global Investment Research function. Distribution teams that cover UK & Europe, Asia Pacific including Japan and Australia, a global Product Development team and the COO organisation for ISS. The Investment Management (IM) Strategy & Planning team is a critical function at the centre of enabling the smooth running of FIL’s investment management teams as well as leading the development and delivery of our long-term investment management strategy.
About your role
As the IM Strategy & Planning Manager, your primary role is to provide business management support to the Global CIO for Equities. You will also work with members of the Equities Leadership Team on an ongoing basis to support the management of their functions. The successful candidate will join the Equities Team and will play a leading role in the organisation, management and coordination of meetings, events and agendas. You will also help to drive progress within the Equities department, identifying opportunities for greater synergies across asset classes and ensuring global connectivity and effective partnership with Distribution. You will be expected to deal with highly sensitive information and be a reliable and innovative sounding board for senior members of the team, as well as preparing materials for internal and external meetings & governance forums. The successful candidate will be expected to develop a deep understanding of our current & future investment processes as well as internal governance and decision-making groups. You will develop a close partnership with leaders and organisations outside of your immediate team to enable you to deliver on your responsibilities and influence decisions at a senior level. A successful approach will be structured and methodical while maintaining the maximum level of flexibility and responsiveness to rapidly changing inputs and requirements. You will need to be proactive at identifying areas for improvement, and reliable in delivery. You will be required to work very closely with the Equities leadership teams, undertaking business management activities including, but not limited to, preparing internal and external presentations, board reporting, organising and running leadership team offsites and events, internal communication programmes and being a key enabler to the smooth running of the teams. Key stakeholders will predominantly be senior members of the Equities teams, as well as other members of the IM Strategy & Planning team, Investment Professionals, HR Business Partners, Finance and global/regional department heads. Working closely with these stakeholders and other internal stakeholders, outstanding analytical, interpersonal and communication skills are essential to your success. You will be expected to provide constructive challenge to stakeholder groups, demonstrating curiosity and a passion for driving positive change.
Responsibilities
- Provide robust business management support to the Global CIO for Equities
- Develop and maintain presentation content & collateral to support the communication and regular update of the asset class including its strategic initiatives
- Track the development and progress of key goals and initiatives
- Independently develop relationships with stakeholders to understand business priorities, analyse solutions and coordinate required resourcing to ensure goals can be achieved within agreed timescales and budgets
- Represent functions within the Investment Management group to key stakeholders and partners across the broader Fidelity community, including but not limited to, Distribution, Technology, Operations, Compliance, HR & Finance
- Gather inputs from key SMEs across the ISS group to provide regular Board and other governance updates
- Partner with SMEs across the business to develop Management Information and Key Performance Indicators to enhance management decision making across the Investment Management group
- Champion communication & collaboration across functions, asset classes and geographies
- Provide ongoing and ad-hoc reporting to support senior management decision making
- Facilitate workshops, training sessions, and other meetings / communications
About you
- Excellent problem solving and presentation skills
- High degree of flexibility to take on activities & projects as priorities and sequencing of activities evolve
- A strong “can do” attitude with the ability to influence strategic change and get things done
- Significant analytical and strategy development experience
- Understanding of the AM industry environment, and the opportunity for Fidelity to further evolve and enhance its equity capabilities
- A strong desire to learn and be comfortable operating in an ambiguous, fast changing environment
- Collaborative team player and self-starter, with flexibility to work in a culturally diverse environment
- Ability to work under pressure, tight deadlines and manage multiple competing priorities
- Ability to digest complex regulatory rules and translate these to practical business solutions
- Strong senior stakeholder management skills
- Strong influencing skills
- Proficient in MS Office (in particular highly proficient at creating PowerPoint presentations to deliver recommendations/analysis/information to senior stakeholders)
IM Strategy & Planning Manager employer: Fidelity International
At our London office, we pride ourselves on fostering an inclusive and flexible work culture that empowers employees to thrive. As an IM Strategy & Planning Manager, you will benefit from robust professional development opportunities, a collaborative environment, and the chance to influence strategic initiatives within a leading investment management team. Join us to be part of a dynamic organisation that values innovation and supports your career growth while making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land IM Strategy & Planning Manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on articulating your experiences and how they relate to the role of IM Strategy & Planning Manager.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression and keep you top of mind. Plus, it shows your enthusiasm for the position and the company.
We think you need these skills to ace IM Strategy & Planning Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the IM Strategy & Planning Manager role. Highlight your relevant experience and skills that align with the job description, especially in business management support and stakeholder engagement.
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled complex problems in the past. We want to see your analytical abilities and how you can influence strategic change, so don’t hold back on sharing those success stories!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and structure your thoughts logically. This will help us quickly understand your qualifications and fit for the role.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it’s super easy to do!
How to prepare for a job interview at Fidelity International
✨Know Your Stuff
Before the interview, dive deep into the company's investment management strategies and recent developments. Familiarise yourself with their key products and services, especially in equities. This will not only show your genuine interest but also help you engage in meaningful discussions.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where you've used analytical skills to solve problems or drive strategic initiatives. Think about how you can relate these experiences to the responsibilities of the IM Strategy & Planning Manager role, particularly in tracking goals and developing presentations.
✨Build Rapport with Stakeholders
Since this role involves working closely with senior stakeholders, practice how you'll establish relationships. Be ready to share your approach to understanding business priorities and coordinating resources effectively. Highlight any past experiences where you've successfully influenced change.
✨Flexibility is Key
Demonstrate your adaptability by discussing times when you've had to pivot quickly due to changing priorities. The investment management landscape can shift rapidly, so showing that you can remain calm and effective under pressure will be a big plus.
