Contract
Senior Analyst
Asset Valuation
Posted on 9/23/2025
Fidelity International
5,001-10,000 employees
Investment management and retirement solutions provider
No salary listed
Dublin, Ireland
In Person
 Finance & Banking (1) |
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- Relevant qualification, with a high numeracy content
- Proven ability to communicate and work with all levels of personnel
- Ability to work under pressure and to tight deadlines in a time critical environment
- Ability to prioritise workloads
- Problem solver with keen analytical skills
- Good interpersonal skills
- Accurate with good concentration skills
- Flexible and positive attitude
- Pro-active approach with ability to follow through and resolve issues
- Computer literate, with a strong knowledge of Microsoft Excel and working experience of Word and Outlook
- Organised with excellent attention to detail
- Self-starter and self-motivating
- Team player
- Assist in the completion of various pricing and fair value related processes, across multiple valuation points
- Daily checking, investigating and correcting various security prices using pricing vendors such as Bloomberg and Refinitiv
- Ensure that the department meets daily internal/external deadlines
- Adherence to departmental procedures
- Sign off security prices which have exceeded set tolerances
- Sign off documentation which will be published to other internal/external departments
- Assist in testing/implementation of projects which will impact the department
- Works steadily and efficiently throughout the day, maintaining good levels of concentration, even when unsupervised
- Recognises own needs and asks for support from appropriate sources
- Offers support and help to colleagues
- Follows agreed and established procedures
- Builds and maintains positive working relationships with colleagues
- Conducts relationships with others in a way that is consistent with FIL values
- Supports and commits to decisions reached within the team
- Communicates information fully and accurately
- Clarifies with manager if unsure what is expected of them, to ensure the task is delivered correctly
- Has a cooperative approach and is prepared to work extra hours occasionally to meet deadlines
- Takes the necessary time to produce quality work rather than rushing to finish work on time
- Learns from experience and from mistakes and takes responsibility for correcting own errors
- Experience in data analysis
- Experience in valuation models
- Experience in use of Bloomberg, Refinitiv or other Market Data products
- Knowledge of equities, fixed income and derivative products (pricing an advantage)
Fidelity International provides investment solutions and retirement expertise for institutions, individuals, and their advisers around the world. It offers a range of investment management services, personal investing platforms, and retirement savings products, using both its own funds and third-party options. Clients access these tools to pursue long-term financial goals, with revenue coming from management and advisory fees. The company integrates sustainability and responsible investing into its operations and investment processes, aiming to deliver long-term, sustainable outcomes for clients. The goal is to help clients build better financial futures and maintain financial health over time.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
$7.5B
Headquarters
London, United Kingdom
Founded
1969
Simplify's Take
What believers are saying
- AVI Japan merger integration completed with £400m assets strengthens activist engagement firepower.
- Elly Irving hire from Lazard enhances stewardship capability across EMEA and Americas.
- Graham Folley appointment brings 30+ years intermediary expertise to strengthen adviser relationships.
What critics are saying
- WealthBuilder MPS charges 0.10-0.55% face competitive pressure from cheaper passive rivals.
- BlackRock's AI-driven platforms with $10trn scale undercut Fidelity's $379bn fee revenue.
- KTAM partnership faces Thai baht volatility and client debt burden risks.
What makes Fidelity International unique
- Private ownership enables long-term, generational investment approach versus public competitors.
- KTAM partnership expands Thai PVD market access addressing 31% retirement confidence gap.
- WealthBuilder MPS launch April 2026 offers three distinct ranges across seven risk portfolios.
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Benefits
Flexible Work Hours
Remote Work Options
Company News
Premier Miton appoints former Fidelity manager as new head of global equities. Khowala will replace Neil Birrell, who was serving as head of global equities in the interim Aditya Khowala 09 April 2026 Former Fidelity International manager Aditya Khowala has been appointed as head of global equities at Premier Miton Investors. Khowala takes over from Neil Birrell, who previously held the role on an interim basis while also serving as CIO. In his new role, Khowala is responsible for overseeing Premier Miton's regional and global equity strategy, including risk management, portfolio construction and the consistency of decision-making. Mike O'Shea, chief executive officer of Premier Miton investors, said: "Aditya brings deep experience from a high-quality institutional environment, a long-term investment mindset and a strong focus on risk discipline." He will also be appointed to the US equity team, where he will co-manage the £653m Premier Miton US Opportunities and £11m Premier Miton US Smaller Companies funds, alongside current managers Hugh Grieves and Alex Knox. This builds on his prior experience as a manager at Fidelity, where he led on the team's US active range, including the Fidelity American Growth and Fidelity Active Strategy US funds. Khowala added: "I am looking forward to working closely with Neil and the wider investment teams, strengthening the firm's investment framework and contributing to the delivery of consistent long term outcomes for clients." MORE ARTICLES ON
KTAM forges partnership with Fidelity International. The collaboration aims to support Krungthai Asset Management's provident fund clients. Krungthai Asset Management (KTAM) today announced a partnership with Fidelity International to support its provident fund (PVD) clients with globally diversified investment products. Through this collaboration, KTAM's PVD platform will draw on Fidelity's international investment expertise, enabling corporate clients and their employees to access a broader range of diversified options to support long-term retirement planning, according to the Thai asset manager. Chavinda Hanratanakool, chief executive officer at Krungthai Asset Management, said: "The strategic partnership between KTAM and Fidelity International represents a seamless synergy of two dimensions of expertise. KTAM's leadership and deep-rooted understanding of the Thai capital market perfectly complement Fidelity's global prowess in asset management and retirement planning." Thailand's PVD market has historically focused on local assets, with limited exposure to global markets. Fidelity's inclusion in KTAM's PVD offerings aims to address this imbalance by introducing diversified global strategies, using Fidelity's expertise in managing retirement assets for institutional and workplace investors internationally. "We look beyond retirement planning that is merely 'sufficient for living.' Instead, we are committed to delivering investment innovations that build a foundation for true wealth and long-term security," Hanratanakool said. According to the Fidelity Global Sentiment Survey, only 31% of Thai working adults express confidence in their ability to save sufficiently for retirement. This sense of uncertainty is further underscored by the fact that 38% of respondents view increasing their savings and investments as their most urgent financial priority. Additionally, 24% of Thailand's working population identifies debt management as their next most pressing concern. Despite these priorities, a substantial proportion of retirement savings remains in cash. This pattern reflects ongoing market uncertainty and indicates a missed opportunity for long-term growth, as funds kept in cash are less likely to benefit from potential market returns, according to KTAM Wildon Goh, head of Southeast Asia and country head of Singapore at Fidelity International, said:"As retirement savings are among the most significant and enduring financial decisions individuals will undertake, it is encouraging to see Thailand's corporates demonstrating a strong commitment to employees' long-term financial security." "Our collaboration with KTAM allows us to introduce global investment expertise into Thailand's PVD market, supporting employees in constructing resilient, future-ready retirement portfolios."
Comprehensive details of regulatory and non regulatory announcements from FTSE 100, 250, AIM and techMARK quoted companies
AVI Japan prepares for more battles after using funds from Fidelity merger to boost its activist positions. AVI Japan Opportunity Trust (AJOT) fund manager Joe Bauernfreund is looking forward to another busy year of pushing for change at some of the country's cash-laden small caps after using funds from the merger with Fidelity Japan last November to strengthen its activist positions. Last year was a "transformative" one for the seven-year-old investment trust which saw 68% of FJV shareholders roll into its strategy, lifting the company to nearly £400m, and recorded a third consecutive year of double-digit gains. Battling a weak yen and a stock market led by larger stocks it does not own, AJOT made a 14.7% total underlying return in sterling and 22.8% in local currency terms. However, this was below the MSCI Japan Small Cap index which returned 19.8% in sterling and 28.4% in yen. That's been the trend for a while. Since its 2018 launch, AJOT has generated a 48% investment return compared to the MSCI Japan's 69% sterling return, but chair Norman Crighton said the activism of the investment team at Asset Value Investors (AVI) had been successful in turning round previously neglected and poorly-performing stocks. "The board remains confident that AVI is well placed to continue executing the strategy and that there are still plenty of mis-priced investment opportunities to discover," said Crighton. Bauernfreund, chief executive of AVI, said the election of Sanae Takaichi as leader of the Liberal Democratic Party and prime minister in October and her subsequent victory in the February general election had triggered a sustained rally across the broader market alongside renewed weakness in the yen. "Takaichi's policy agenda is perceived as supportive of defence, energy, semiconductors and advanced technology, resulting in a rally concentrated in Takaichi-aligned sectors and large-cap exporters. The latter has been further underpinned by yen depreciation, reflecting expectations of fiscal stimulus and continued accommodative monetary policy under a Takaichi administration. This dynamic raises important questions around the future evolution of the relationship between the Bank of Japan and the new political leadership," said the fund manager. Bauernfreund reassured investors "that rather than individual stock weakness over the last few weeks, we are seeing a slow period of corporate activity as we wait for several catalysts to develop. After a very strong start to the year, followed by an active few weeks over AGM season, we have taken advantage of a quiet period to build up some positions and have been busy behind the scenes, making several large ownership declarations in recent months and significantly improving our engagement position across the portfolio." At the end of the year, AJOT held more than 5% in nine companies, accounting for 37% of net assets. Combined with AVI's holdings across other funds which are invested in the same names, AVI holds more than 5% of voting rights in 13 AJOT companies, accounting for 54% of the portfolio. "We are particularly encouraged by the appearance of other activists and like-minded investors on the share registers of some of our portfolio companies and look forward to seeing the results of the engagement groundwork we have laid as we head into 2026," he said. Its view. Matthew Read, senior analyst QuotedData, said: "This was a transformative year for AJOT. The absorption of Fidelity Japan has taken the trust's assets above £400m, materially increasing its scale. That should improve liquidity, broaden its appeal to wealth managers and, importantly, give AVI more firepower to build influential stakes in portfolio companies. For an engagement-led strategy, that additional scale is a meaningful advantage and should strengthen AJOT's ability to push for change. "While AJOT underperformed its benchmark in 2025, the absolute numbers were still strong, and the underperformance appears largely explained by market dynamics rather than stock-specific issues. It is also worth remembering that AJOT's strategy is unlikely to produce smooth returns. The trust invests in undervalued companies where value is unlocked through engagement, corporate activity and governance reform, catalysts that can arrive unevenly. That means relative performance may fluctuate from year to year, but AVI's approach has historically rewarded patient investors as those engagement efforts translate into real corporate change over time." Stay a step ahead. Its daily newsletter brings you the latest on investment trusts and active ETFs. Subscribe here.
Fidelity International to launch three MPS ranges in april. Managed by Caroline Shaw and Chris Forgan Caroline Shaw 23 February 2026 Fidelity International is to launch three model portfolio service (MPS) ranges in mid-April. The WealthBuilder MPS features active, blended and passive plus options. The managers of the new offering are Caroline Shaw (pictured) and Chris Forgan, supported by a multi-asset team of more than 100 professionals. The portfolios are all globally diversified, risk-rated and underpinned by 'managed fund' structure. The firm said the MPS range enables advisers to align investment style, cost and outcome expectations to individual clients. Each range contains seven portfolios across varying risk and return parameters. The portfolios can incorporate both Fidelity and third-party strategies across UK, European, US, Japanese, emerging market and global equities, global bonds and specialist alternatives. Fidelity said the active range is designed for clients seeking enhanced returns through high-conviction active management. The blended range prioritises balance and consistency through a combination of active and passive strategies. The passive plus option is built for cost-conscious clients seeking efficient market exposure. Its seven portfolios will offer factors such as value, quality and momentum. Underlying ongoing charges figures range from 0.10% to 0.55%, and a there is a discretionary fund management fee between 0.10% and 0.15%. Advisers will be able to access the ranges across platforms including Fidelity Adviser Solutions, Quilter, Aberdeen, Aviva and Transact, among others. All the portfolios are independently rated by Defaqto, Dynamic Planner, FinaMetrica, Mabel Insights and Synaptic. Dennis Pellerito, head of wholesale at Fidelity International, said: "Portfolio Adviser is pleased to launch Fidelity WealthBuilder MPS as part of its commitment to delivering the best of Fidelity in the format advisers and clients increasingly prefer. "Model portfolio services represent a structural evolution in UK wealth management, and clients are demanding access to institutional-quality investment expertise through scalable, risk-rated solutions." MORE ARTICLES ON