Job Description
Title: Investment Co-ordinator
Department:Research Support
Reports to:Senior Research Specialist Manager
Location:Dalian, China
Job Type:Permanent
Reference number:
Internal CoE classification: NA
About Fidelity Worldwide Investment
Fidelity Worldwide Investment is an asset manager serving investors in all corners of the world outside North America. It was established in 1969 and manages all significant asset classes for institutional and retail investors in long-term savings products. Fidelity and its subsidiaries employ over 5,400 people in 23 countries managing US$255.9 billion worldwide.
Fidelity’s investment style relies on fundamental research of companies and a strict bottom-up portfolio construction discipline. This means Fidelity’s analysts and portfolio managers look closely at a company’s balance sheet and future plans; meet regularly with and question its management; and then speak to its competitors, suppliers, customers and anyone else who might give them information that helps to assess whether the investment is a good one. Every investment in every portfolio is selected on its merit and ability to contribute to a better return.
The same can be said of its employees, who are encouraged to take intelligent risk in order to make small improvements that cumulatively improve the business. Fidelity is independent, not a subsidiary of a big bank or other institution, and is privately owned. This means that it can take long-term investment decisions rather than chase the next quarterly results as a listed company might. Fidelity believes its independence is a considerable advantage that benefits its customers.
As well as investment management, Fidelity distributes the funds of other managers through its FundsNetworkTM platform, administers pension schemes, and has interests in various other enterprises in Europe and Asia. For further information please visit
About Research Support
Research support team provides comprehensive research support to Fidelity’s equity analysts in Asia-Pac region, including Fidelity regional research team based in Hong Kong, Japan, Korea, Singapore, Australia, and India.
Purpose of your role
This role provides support to Manager and Research Specialists with a focus on administration and requires sound secretarial and organizational skills.
Your key accountabilities
- Provide administrative support such as open and sort incoming mail, provide general secretarial/admin duties as required
- Make travel arrangements and prepare business and travel expense reports
- Manage all aspects of the team calendars
- Arrange all meetings for your team: Internal, External, and conference calls
- Coordinate participation at conferences, corporate days and road trips throughout the year
- On occasion access databases (e.g. Bloomberg, Excel, in-house systems) to extract financial information to compile reports and presentations using Word, Excel and PowerPoint; summarise and input information on company stock (shares)
- Complete special projects including updating spreadsheets, creating databases, compiling portfolio analysis reports and preparing presentations for the team
- Look after and order all stationary on behalf of the team
- Ad-hoc administration outside of the day to day role when needed
Your skills and experience
Essential skills
- Must have a high proficiency level with Microsoft Office: Word, Excel, and PowerPoint
- Ability to work independently and take initiative as needed to manage daily tasks and special projects is critical
- An individual who is professional, proactive, enthusiastic, a true team player and a good communicator
- Strong written and verbal communication skills, exceptional organizational skills, good analytical skills; attention to detail and consistent follow through skills
- Good interpersonal skill as the position requires contact with Managers, Analysts, Associates, Brokers, Administrative staff and Fidelity Management
- Experience in financial services organisation (fund management, investment banking) an advantage but not essential
- Professional, pleasant manner as will be liaising with other external companies
- Flexible and positive attitude and willing to work overtime when required to meet deadlines
- Assertive and self motivated
- A team player who will assist colleagues when necessary
- Proficient in English and Chinese (read/speak/write); Japanese or Korean language skill an advantage but not essential
Fidelity Values
- Think like an entrepreneur
- Earn the client's trust
- Act with Integrity
- Make it happen
* Assets and Resources as at 30.06.11