Fidelity Full Year Internship Opportunity
Activity day:2013-11-14 
Published At:2013-11-14 
Views:2019  2017-02-12 updated

About Fidelity Worldwide Investment

Fidelity 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. FIL and its subsidiaries employ over 5,700 people in 24 countries managing and administering US$243.4 billion worldwide (as at 30/06/13).

 

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 www.fidelityrecruitment.com

 

 

Overall Qualifications for All Positions

  • Senior grade with financial major
  • Knowledge of global economy/financial market dynamics
  • Above average ability to communicate effectively in English and Chinese (written and spoken)
  • Comfortable with the Fidelity corporate culture of results-orientation, teamwork, professionalism, quality, thoroughness, process, risk management, and global presence
  • Team player with the leadership ability to recruit, motivate and develop team members
  • Dynamic individual who is willing to accept new challenges and changes
  • Well organized, efficient, reliable, and capable of managing multiple complicated tasks and responsibilities at the same time
  • Attention to detail.
  • Able to cope with deadline pressure on a weekly basis.
  • PC proficient (MSOffice)

 

Required Positions

 

(A) Institutional Sales Department *1 (Working Hours: Three half days a week, Duration: 12 months)

 

Department Overview
The institutional sales team was established in 2002. Currently the team has dual product line: mutual fund and institutional mandate. The team produces a weekly global financial market research report to meet the local clients’ investment needs. The current business priority is to expand the mandate business by penetrating insurance mandate market.

 

The internship program was set up based on recommendation of Professor Chiu of National Taiwan University. Professor Chiu works closely with government pension funds and is often invited to join the judge panel for the final pitching sessions of government mandates.

 

Job Overview

Intern. Provide global financial market research and data collection support for the weekly research report.

  

Key accountabilities

1.  Macro-economic data analysis.

2.  Global financial market data update.

3.  Fund performance and global fund flow data update.

 

Your skills and experience

1.  Knowledge of global economy/financial market dynamics.

2.  English proficiency.

3.  Attention to detail.

4.  Able to cope with deadline pressure on a weekly basis.

 

 

(B) Marketing *1 (Working Hours: At least 2 full days a week, Duration: 12 months)

 

Department Overview
FIL is a marketing lead organisation and the Taiwan business has a significant marketing team and marketing budget.  Covering channel Marketing, Investment Marketing, Branding, PR & Corporate Communication.

 

Investment Marketing is responsible for development of the product proposition for Taiwan business and implementing education content as well as marketing materials.  This department is also responsible for communication between local office, regional and Global Funds Network Investment Marketing.

 

Channel, PR & Corporate Communication department is responsible for:

Ÿ   Development the marketing activity for sales channels, leading and working in close partnership with the sales organisation to developing and implementing key initiatives that include above and below the line marketing activities.

Ÿ   leadership and delivery of the communications strategy and PR agenda for a both the external and internal customers,

Ÿ   management of the brand and reputation of Fidelity Taiwan among all internal and external stakeholders, using traditional and innovative communication techniques

 

Job Overview

The position is responsible in administration and fulfillment function for Channel Marketing and Corporate Communications. This position will support in post-production of marketing material and involve in events execution. And to ensure that all the regulatory reporting and information is delivered on time and to required standards.

 

Key accountabilities

1.  Support any administration request for Channel & Internet Marketing & Corporate Communications function: expense claim form preparation, regulatory-required & marketing material filing, & proofreading of marketing materials (such as DM, fee disclosure forms, Chartbook printed version and etc.) and maintain routine website works (such as post IM reports) 

2.  Support fulfillment request: fulfillment request coordination, transaction-related forms update and post-

                                   i.      production execution, mailing data compiling and etc.

3.  Support company & channel event implementation 

4.  Help ad-hoc marketing documentation, event and campaign request

5.  Assist to achieve new regulation for ITI & PDA project launch in 2013

 

Your skills and experience

1.  Senior grade with financial major

2.  PC proficient (MSOffice, especial in Excel and PowerPoint)

3.  Above average ability to communicate effectively in English and Chinese (written and spoken)

4.  Strong logical reasoning, well organized, efficient and reliable 

5.  Capable of managing multiple complicated tasks and responsibilities at the same time

6.  Knowledge about mutual fund industry is a plus.

7.  Strong work ethics/Principles

8.  Communication skills

9.  Honesty & Integrity

10.     Team work skills

11.     Flexibility & Adaptability

12.     Proactive & Action-oriented

13.     Has good command of oral communication, and has passion to share viewpoints

 

 

(C) Personal Investing *1 (Working Hours: Three half days a week, Duration: 12 months)

 

Department Overview

The team was established in 1990s in order to provide mutual fund investment service to high net worth investors. Currently the team has 9 full-time staff members in Taipei, 2 in Taichung, and 2 in Kaohsiung. The current business priority is to provide total-solution service by integrating Fidelity funds with third party products. Also, the team is now focusing on deepening client relationships through a series of loyalty programs to enhance sales productivity consistently.

 

The internship program was set up based on recommendation of Professor Chiu of National Taiwan University. Professor Chiu works closely with government pension funds and is often invited to join the judge panel for the final pitching sessions of government mandates.

 

Job Overview

Intern. provides administrative support for high net worth team to help enhance overall sales productivity.

 

Key accountabilities

1.  Back up PI sales through answering client phone calls.

2.  Collect fund/market related information based on sales and client request.

3.  Support client service/seasonal marketing program.

4.  Support new product promotional activities.

 

Your skills and experience

1.  Communication skill/administrative experience.

2.  Data collection capability/financial market knowledge.

3.  Attention to detail.

 

 

(D) Wholesales Department *1 (Working Hours: Three half days a week, Duration: 12 months)

 

Department Overview

The department is responsible for all the intermediary business under three main channels: Bank, Brokerage and Insurance.

 

Job Overview

The position includes external and internal tasks to achieve. Externally, assist WS to prepare fund related materials requested by distributors to provide services and to deepen relationship with distributors. Internally, in charge of inventory management, cross department coordination and sales related documentation.

 

 

Key accountabilities

1.  Handle routine requests from distributors.

2.  Help sales team to administrate sales related documentation works.

3.  Cross department coordination to facilitate business development.

4.  Assist Sales event related processes.

5.  Inventory management

6.  Data collection & configuration

 

Your skills and experience

1.  Senior grade with financial major

2.  Above average ability to communicate effectively in English and Chinese (written and spoken)

3.  Comfortable with the Fidelity corporate culture of results-orientation, teamwork, professionalism, quality, thoroughness, process, risk management, and global presence

4.  Dynamic individual who is willing to accept new challenges and changes

5.  Well organized, efficient, reliable, and capable of managing multiple complicated tasks and responsibilities at the same time

6.  PC proficient (MSOffice)

 

 How to Apply

Interested candidates should send your English and Chinese resumes (no more than 2 pages) to recruitment@fil.com before Nov 26, 2013.

Please use “Fidelity Intern Application- (your name)” as the E-mail heading.

 

 

Welcome to our link to get more details.http://www.fidelity.com.tw/