Lead - Investment Research

About The Opportunity

Job Type : Permanent

Application Deadline : 26 October 2025

Job Description

Title Lead - Investment Research

Department Global Investment Research - Research Specialist Team

Location Gurgaon, India

Reports To Team Lead / Associate Director, Investment Research

Level Research Analysis - 5

We're 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 Global Investment Research - Research Specialist Team and feel like you're part of something bigger.

About Your Team

Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks / credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts.

About Your Role

The job involves providing comprehensive research support to FIL's Europe / US / Asia / Global equity analysts, including company and industry analysis, financial modelling, valuations, sector / country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process.

Key Responsibilities

• Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage
• Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis
• Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil's advocate analysis, etc.
• Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas
• Provide quality data and analysis on ESG
• Be a strong subject matter expert
• Keep abreast of trends and developments in the assigned sub sector across geographies
• Build and maintain strong relationships with clients and within the team
• Make regular presentations to the team on relevant topics / areas of expertise

Experience And Qualifications Required

Education

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's 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.

Skills Required

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