About The Opportunity

Company: FIL Fund Management (China) Company

Job Type: Permanent

Application Deadline: 30 September 2025

Job Description

Title Manager/Senior Manager, RFP

Department Client Service Department

Location Shanghai

Reports To Head of Client Service

About Fidelity International China Business

China is a critical, long-term market for Fidelity International. We have been investing in Mainland Chinese companies for over 20 years and we aim to build a new, modern and digitally-based local asset management firm over the long term.

As a leading global financial institution, Fidelity International is a pioneer in China’s asset management industry. Since 2004, we’ve built up 3 offices in Shanghai, Dalian and Beijing. Currently we are a proud employer of over 1,500 staff in China. In January 2017, Fidelity was the first global asset manager to register with the Asset Management Association of China (AMAC) as a private fund management (PFM) company.

In December 2022, Fidelity International been granted the Permit to Conduct Securities and Futures business in China by the China Securities Regulatory Commission (CSRC). With the approval, Fidelity International will be able to commence a wholly-owned mutual fund business in China and serve a wider group of investors in the country with a consistent approach as we operate in every market in the world.

We have been making continuous efforts to introduce our extensive experience in the pension business globally into China. With strategic partnerships with key local players, as well as through our own digital platforms, we strive to conduct effective investor education and share our pension investment expertise to, ultimately, enhance Chinese people’s retirement readiness and financial wellness.

Fidelity International is also keen to play as a critical force driving positive changes for China’s financial industry. We are committed to working closely with the Chinese regulators and partners to foster a robust industry eco-system and supporting China to further grow its influence in the global financial market.

About Your Role

This role is responsible for the co-ordination and production of pre- and post-sales materials in support of China institutional and wholesale sales and marketing teams. This output manifests itself in a variety of formats dependent on the needs of the business including:

• Providing support to the business development and asset retention activities of Fidelity China through the completion of client requests (RFPs/RFIs/DDQs/etc.). This involves writing detailed responses to questions contained within these requests and project managing the information gathering and questionnaire completion process
• Responses to China-based ad hoc requests through the provision of knowledge management services
• Extraction of performance and attribution data from relevant internal databases
  
  

This role will liaise closely with many Fidelity internal departments in order to ensure that the appropriate information on the products to be showcased is updated promptly and accurately and provides the appropriate marketing messages.

As the role involves sourcing and maintaining information on a wide variety of topics, this is an excellent opportunity for a well-motivated team player with an eye for detail to gain an in-depth knowledge of Fidelity’s products and investment process and to work closely with Fidelity’s sales channels across the region.

This role is also responsible for the distributional partnership management including:

• Serve as primary liaison for daily operational requirements from partner distributions
• Coordinate product onboarding processes across distribution networks
• Oversee end-to-end distributional due diligence reviews and annual compliance assessments
• Facilitate distributional commission reconciliation processes
• Prepare sales distribution-related regulatory information disclosure materials
  
  

About You

Your responsibilities and required experience are:

• With input from a broad range of departments, research, compile and write high quality written RFP/ RFI outputs and associated documents for institutional and wholesale markets
• Deliver smooth operational collaborations with distributions and maintain good relationship with counterparty middle office.
• Act as a knowledge hub on Fidelity corporate and product information, answering ad hoc queries from internal clients in a detailed and accurate fashion
• Maintain and manipulate databases and other relevant sources to produce accurate outputs
  
  

Experience And Qualifications Required

• Degree-qualified in a Finance/ Business-related discipline
• Possess a minimum of 6 years of experience in mutual funds, with extensive sales middle office operations expertise strongly preferred
• Excellent reading skills, and intermediate written and oral skills in English
• Attention to detail and a high level of quantitative and qualitative accuracy
• Show evidence of excellent applied knowledge of the investment industry and markets, as well as a developed understanding of investment products and portfolios (retail and/or institutional funds) and how asset management firms operate
• Self-motivated and enthusiastic - well organised, reliable, accountable, capable and able to prioritise and handle multiple deadline-oriented projects
• Able to mix strategic thinking with practical “hands-on” application
• A dynamic individual who is willing to accept new challenges and changes, with a high level of responsibility, adaptability and flexibility
• A team player who can support others
• Ability to communicate effectively and work with people located at all levels within the firm
• Persistent yet personable with strong cultural sensitivities when dealing with Fidelity colleagues in different depts.
• PC literacy – Word, PowerPoint, Excel, Wind and Choice terminals in particular
• Comfortable with the Fidelity corporate values
• Desirable additional skills and experience –
• Understanding of the dynamics and behaviour of clients within the different channels where Fidelity does business in Asia Pacific ex-Japan: asset consultants, fund research firms, retail banks, private banks, insurance companies, etc.
• Familiarity with and ability to calculate performance measurement (including GIPS)
• Familiarity with fund analysis tools (e.g. Lipper, Morningstar)
• Literacy with investment data services including Bloomberg & Datastream
  
  

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.