About the Opportunity

Job Type: Permanent

Application Deadline: 27 July 2026

Job Description

Title Senior Investment Specialist

Department Equities - Investment Directing

Location Hong Kong

Reports To Head of Investment Directing, Equities

Level Senior Manager

Were 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 [insert name of team/ business area] team and feel like youre part of something bigger.

About your team

The Equity - Investment Directing Team is composed of a series investment specialists, each with a specific geographical/asset class coverage. The team acts as an interface between Fidelitys investment team (fund managers and Investment Directors) and Fidelitys client-facing personnel through the co-ordinated and consistent delivery of key investment messages across Fidelitys equity fund range.

About your role
We are hiring a Senior Investment Specialist to take franchiselevel ownership of an equity strategy group, acting as the key interface between portfolio managers/investment directors and Fidelitys clientfacing teams. The primary focus of the role remains equities: working with the Portfolio Managers and Investment Directors to deliver consistent investment messages and providing deep analysis to explain performance patterns and risk.

To respond to the latest client needs, the role also requires a crossasset perspective - the ability to frame investment outcomes in the context of broader market drivers and portfolio construction conversations, and to integrate messaging across capabilities where relevant. This crossasset capability is an additive requirement to strengthen client relevance and commercial effectiveness.

Key Responsibilities

Equities (core focus)

• Work with Portfolio Managers and Investment Directors on investment narrative and client materials for assigned equity strategies/franchise, ensuring consistent messaging across channels and audiences.
• Partner closely with Investment Directors and Portfolio Managers: proactively shape content, source insights, and coordinate communications on their behalf.
• Conduct and/or commission deep fund analysis to explain outcomes and manage expectations (e.g., performance attribution, competitor analysis, liquidity analysis, risk exposure, macro sensitivity, revenue exposure, style biases).
• Other equity communications, tailored for different client types, ensuring appropriate governance/compliance.
• Respond to complex investment queries from sales, marketing, RFP/RFI and press colleagues within agreed timeframes.

Crossasset perspective (additional capability expectation)

• Integrate equity insights into broader portfolio and market narratives, helping distribution and clients connect investment outcomes to crosscapability drivers where relevant.
• Contribute to crosscapability materials and business development responses across asset classes as needed, supporting consistent messaging and client outcomes.
• Apply solution oriented thinking: link client needs to appropriate investment solutions across asset classes (within Investment Directing remit).

Ways of working / platform contribution

• Work effectively across stakeholders (IM, Distribution, Marketing, RFP teams) and drive quality, efficiency, and consistency in content and query workflows.
• Support team development and quality oversight across specialists/fund analysts where relevant.

About you

• Strong equity investment knowledge and the ability to understand and explain an equity PMs investment process and portfolio outcomes.
• Proven analytical capability working with complex datasets to interpret investment performance and risks.
• Excellent written and verbal communication skills; ability to translate technical content into clear clientready messaging.
• Demonstrable ability to operate with a crossasset perspective, including broad understanding of different markets/clients and the ability to link client needs to appropriate solutions.
• Experience in producing and owning client materials (e.g., market/portfolio narratives) and partnering across investment teams/functions to ensure alignment and consistency.
• Familiarity with tools such as Bloomberg / Eikon / Datastream / FactSet (helpful but not required).
• CFA or CFA ESG is preferred or demonstrable willingness to study for relevant qualifications.

Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Location: Hong Kong Office New

Time Type: Full time