Associate Director, Investment Companies
4 weeks ago
About the Opportunity
**Job Type**: Permanent
Application Deadline: 08 February 2023
Title Associate Director, Investment Companies
Department Investment Companies
Location Cannon Street/Kingswood Fields
Reports To Head of Investment Companies
Level Grade 7
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 investment companies team and feel like you’re part of something bigger.
About your team
Fidelity has had an investment trusts business for more than three decades, and in that time has grown the assets under management of its six UK investment companies to around £5bn and established a diverse and growing investor base. Since 2010, we have raised more than £700m of new capital across our six investment companies.
In addition to extensive investment resource, Fidelity has a dedicated investment companies team, including business development professionals and UK company secretaries. These are supported by wider front
- and back-office functions which focus on both the closed and open-ended fund businesses (such as fund accounting, compliance, legal, administrative and distribution channels).
About your role
Supporting the Head of Investment Companies, this role provides an exciting opportunity to join an interesting and unique investment business within Fidelity.
A key element of the role is relationship and stakeholder management with external parties including the board directors of six external FTSE-listed companies (including three FTSE 250 companies), their corporate advisers and brokers, and external service and research providers. You will also be a key point of contact with the Association of Investment Companies on distribution and regulatory matters.
The investment companies business works in a matrix, within which you will be interacting and managing the relationships with internal investment directors, product managers (in the UK, Tokyo, Singapore and Hong Kong), sales and marketing representatives as well as fund accounting, compliance, operations and other back-office functions.
The role provides an excellent opportunity to further develop your understanding of Fidelity’s business and expand your internal business network. With a broad range of responsibilities, this role will provide proactive management, support and guidance to the independent boards of the investment companies, portfolio managers, FIL business functions and end shareholders.
You will act as a deputy for the Head of Investment Companies. This involves providing cover at internal and external meetings, making decisions and leading the team.
Your key areas of focus will include:
Board, Sales and Relationship Management
- Leading board relationship management for three high profile investment companies
- Working with the portfolio managers to ensure an appropriate level of visibility to key shareholders via a variety of mediums (face to face, video conference, webcast etc)
- Responsibility for the proactive organisation of wealth manager and private client liaison with companies, brokers and FIL sales teams, as part of the sales, marketing and communication effort
- Providing regular reporting of activity, effectiveness and expenditure to the investment company boards
- Support the Head of Investment Companies in proactive day to day management of the companies, including reacting to questions and issues from all relevant parties (e.g. board members, investors, portfolio managers) and ensuring that these are resolved in a timely manner
Marketing and Communications
- Working with Fidelity’s sales and marketing teams, help create and deliver effective plans to boost sales across the different distribution channels - Institutional, Wholesales (including platforms), Personal Investing and FundsNetwork
- Develop marketing strategies to create demand for investment companies in different retail product wrappers (ISA, SIPP, GIA etc.) and for different investment outcomes
- Fully understand the investor base in Fidelity’s investment companies and develop an appropriate strategy to understand our customer segments, who they are, their differing needs and how best to engage with them and grow sales
- Supporting PR and media teams with written, video and oral commentary to support Fidelity’s position as a thought leader
Product management
- Enacting the discount and premium management policies of each company, including approving and instructing necessary trades
- Following-up on actions from board meetings and produce board reports, presentations and responses to matters arising as required
- Managing an effective document library, and keep updated processes and procedures for key tasks related to managing the investment companies business
- Managing and contributing to the content of the investment companies website and provision of information provi
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