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The Counterparty Research Analyst will 1) deliver credit research and opinions on Fidelity bank and broker/dealer counterparties. This includes the approval and denial of prospective counterparties and ongoing reviews and monitoring of existing counterparties in accordance with internal, proprietary standards and 2) provide research and advice to Fidelity business functions on their counterparty banking relationships. Responsibilities include:
Analyse potential and existing counterparties. Analysts assign a credit rating based on an assessment of the current financial strengths and weaknesses as well as a thoughtful discussion of the expected future credit quality of each counterparty.
Conduct discussions and meetings with the senior management team of the counterparties, e.g., Chief Financial Officers, Treasurers, and Chief Executive Officers.
Understand the country, industry, market conditions, economic, and political issues relevant to the counterparty's credit profile. Discuss the counterparty with any Fidelity investment analyst who covers the country or company, as well as utilise any external resources which may exist, such as sell-side investment research and rating agency reports.
Prepare a formal credit note containing a credit opinion and recommendation on each counterparty which provide accountability for recommendations.
Understand the nature of Fidelity's business with each counterparty, including trading and investment opportunities.
Recommend practical business and credit decisions which balance credit concerns with trading needs and objectives.
Clear and effective communications and relationships with the Director of Counterparty Research, other Analysts, trading desk personnel, as well as other business functions.
Expertise and Skills You Bring
Bachelor???s degree required, MBA and/or CFA preferred
Bank or broker/dealer credit analysis experience required
Excellent analytical ability
Creative problem solving skills
Ability to communicate impactfully orally and in writing
Experience with data visualisation software preferred
Counterparty Research & Analytics (CRA) is an independent resource within Fidelity dedicated to protecting our clients from risk of loss arising from trading and treasury relationships with financial institutions. CRA works with Fidelity???s trading desks that trade on behalf of FMRCo, Fidelity International, Fidelity Canada, FIAM, Geode and SelectCo.