Investment Analyst

We’re proud to have been helping our clients build better financial futures for over 50 years. By working together and supporting each other all over the world, we've achieved this goal. Join our equity research team and feel like you're part of something bigger.

The equity investment department has responsibility for all retail and institutional funds managed by FIL. This responsibility includes managing equity portfolios in accordance with the stated investment objectives contained in the fund’s prospectus, trust document or Investment Management Agreement (IMA). The research department, consisting of 140 equity analysts and additional specialists, provides analysis on companies, stocks and sectors, working closely with fund managers to select stocks for their portfolios.

As an Investment Analyst, you will work as part of our regional research team, assuming analytical responsibility for regional coverage (sector or country) and providing investment recommendations to our Portfolio Managers both locally and worldwide. Analysts may rotate between different sectors and/or countries every 3-4 years, providing a diversified experience in different markets and allowing for a more all-rounded investment professional.

Key Responsibilities:

• Take responsibility for the analysis of a list of stocks allocated by the Director of Research; typically, such a list will comprise around 25-30 names.
• Ramp coverage on those names within a time period agreed with the Director of Research; typically, within 12 months.
• Use all sources available to formulate a view on the stocks under your assigned coverage, including sources within the company and external sources such as competitors, customers, sell-side brokers and third-party research providers.
• Maintain a current rating on each stock on the assigned coverage list, with ratings ranging from 1 (strong buy) to 5 (strong sell).
• Publish regular reports on assigned stocks.
• Communicate your views to PMs via written reports, emails, Teams, and face-to-face meetings.
• Host company meetings on companies on your list for PMs when appropriate.
• Provide an industry update annually on the industries under your assigned coverage.
• Maintain a notional paper portfolio comprised of the stocks on your assigned coverage list.

Requirements:

• MBA/CFA or relevant degree
• At least 5 years of relevant equities research experience
• Excellent financial analytical skills
• Strong written and verbal communication capabilities
• Fluent spoken and written English
• Highly motivated, able to think logically, critically and quickly
• Able to work both independently and as part of a Research/Investment team
• Able to obtain relevant practitioner license
• Avidly interested and have a passion for the stock market, demonstrated through previous work or personal investment
• Travel around the region at least 20% of the time

Benefits:

We'll offer you a comprehensive benefits package, valuing your wellbeing and supporting your development. We'll be flexible about where and when you work, finding a balance that works for all of us.