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- Tasks: Support Portfolio Managers with cash management and order generation for equity portfolios.
- Company: Fidelity International is a leading investment management firm focused on delivering innovative financial solutions.
- Benefits: Enjoy a permanent role with opportunities for professional growth and development.
- Why this job: Join a dynamic team, enhance your finance skills, and make an impact in the investment world.
- Qualifications: Experience in investment management or equity operations; strong communication and numeracy skills required.
- Other info: Application deadline is 25 July 2025; ideal for those looking to advance their finance career.
The predicted salary is between 43200 - 72000 £ per year.
About The Opportunity
- Job Type: Permanent
- Application Deadline: 25 July 2025
Job Overview/Purpose Of The Role/ Key Responsibilities
The Equity Portfolio Services Group (PSG) are responsible for supporting the UK & European Equity Portfolio Managers with the implementation of their portfolios. This includes both retail & institutional equity portfolios as well as Fund of Funds. The group acts as a conduit between the Portfolio Manager and other business areas including Trading, Compliance and Operations. The purpose of the role is to assist the PSG team with daily operational activity. This mainly includes cash management and order generation for the European-based Portfolio managers.
About The Role
- Review and analyse daily cash flows. Where necessary communicate to relevant Portfolio Managers and compile any necessary trade lists, taking into account PM instructions, fund restrictions, client requirements and current cash levels.
- Order Generation for flow trading, single orders and ECM activity.
- Dealing with other cash management issues such as overdrafts, high cash, market settlement issues and restricted currencies.
- Monitor for any Pre-Trade Compliance alerts within Charles River, investigate and clear as required.
- Review outstanding corporate actions, investigate tax issues and ensure timely response from Portfolio Managers.
- Analyse the impact of any in-specie transfers on the incoming/outgoing fund, and prepare transition wish lists as required.
- Providing support and advice with regard to projects such as launches, mergers and new market processes.
- Problem-solving in the event of technology or data issues.
- Answer Ad-hoc queries from PMs, Trading and the wider business.
- UAT systems testing for upgrades and new functionality.
- Represent the department at internal meetings with Technology to drive change.
Required Credentials (experience And Qualifications)
- Experience within an investment management group in either investments, equity operations or fund administration.
- Excellent communication skills with the ability to interact effectively with people at all levels of the organisation.
- Strong numeracy skills and attention to detail.
- Investment Management Certificate (IMC) qualification or ability to complete within 6 months.
- Ability to work under pressure, prioritise work within tight deadlines and handle multiple tasks simultaneously.
- A good understanding of investments and a keen interest in the investment process.
- Strong PC skills especially Excel.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Senior Equity PSG Analyst employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Equity PSG Analyst
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Senior Equity PSG Analyst role. Understanding cash management, order generation, and compliance alerts will help you speak confidently about your relevant experience during interviews.
✨Tip Number 2
Network with professionals in the investment management sector, especially those who work in equity operations. Engaging with current employees at Fidelity International can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on market trends and recent developments in equity investments. Being knowledgeable about current events will demonstrate your passion for the industry and your ability to contribute meaningfully to the team.
✨Tip Number 4
Prepare for potential technical questions related to cash management and compliance systems like Charles River. Showing that you have a solid understanding of these tools will set you apart from other candidates.
We think you need these skills to ace Senior Equity PSG Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Senior Equity PSG Analyst position. Understand the key responsibilities and required credentials to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience within investment management, equity operations, or fund administration. Use specific examples that demonstrate your skills in cash management, order generation, and compliance.
Showcase Communication Skills: Since excellent communication is crucial for this role, provide examples of how you've effectively interacted with various stakeholders in previous positions. This could include working with portfolio managers, trading teams, or other departments.
Tailor Your Application: Customise your CV and cover letter to reflect the specific requirements of the job. Mention your strong numeracy skills, attention to detail, and proficiency in Excel, as these are essential for the role.
How to prepare for a job interview at Fidelity International
✨Know Your Numbers
As a Senior Equity PSG Analyst, you'll need strong numeracy skills. Brush up on your financial metrics and be prepared to discuss how you analyse cash flows and manage portfolios. Being able to articulate your thought process will impress the interviewers.
✨Demonstrate Communication Skills
This role requires excellent communication with various stakeholders. Prepare examples of how you've effectively communicated complex information in previous roles. Highlight your ability to interact with Portfolio Managers and other departments.
✨Showcase Problem-Solving Abilities
Be ready to discuss specific instances where you've tackled challenges, especially in technology or data issues. Interviewers will want to see your analytical thinking and how you approach problem-solving in high-pressure situations.
✨Familiarise Yourself with Compliance
Understanding Pre-Trade Compliance alerts is crucial for this position. Brush up on compliance regulations and be prepared to discuss how you would handle compliance issues in your previous roles. This shows your readiness to take on the responsibilities of the job.
