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About the Role

The Equity Research Analyst will work closely with Fidelity’s portfolio managers and play a vital role in contributing to the investment performance of the firm. The analyst will be assigned a group of stocks within a specific industry to analyse, contributing to investment performance through idea generation, stock monitoring, and proprietary research.

Responsibilities

• Generating and validating new ideas within your sub-sector area(s) that are consistent with the team’s investment process.
• Investigating stocks generated by the proprietary ranking process to identify potential to meet a fund’s key criteria of attractive valuation and future positive change.
• Identifying stocks through your own process of monitoring opportunities in your sub-sector area(s).
• Maintaining coverage of assigned sector stocks held in the required portfolios.
• Performing industry analysis – monitoring trends and developing a view regarding the relative attractiveness of the assigned sub-sectors.
• Maintaining up-to-date recommendations and target prices.
• Creating and maintaining proprietary financial models and valuation analysis.
• Monitoring investment theses to track the progress of improving dynamics and other critical variables.
• Conducting proprietary research.
• Collaborating with other Fidelity analysts.
• Engaging with company management through meetings and calls.
• Communicating updates and recommendations to the Equity team and broader Fidelity investment organisation.

Requirements

• A minimum of 3–7 years’ buy-side investment research experience.
• Bachelor’s degree required.
• Strong analytical and communication skills.
• Highest level of personal and professional integrity.
• Demonstrated success during academic studies and in other pursuits.
• Sound business judgement and a strong interest in financial markets.
• A desire to gain an edge and a healthy level of scepticism in your thinking.
• Ability to think creatively, work independently and make decisions quickly, often with limited information.
• Confidence and maturity to engage with senior-level company management.
• Intellectual curiosity about companies and markets, with high levels of initiative and motivation.
• A strong enthusiasm for identifying new investment opportunities and genuine intellectual curiosity.
• The ability to consistently develop, clearly articulate and effectively communicate investment recommendations, supported by a comprehensive and thoughtful research process.

Skills

• Analytical skills
• Communication skills
• Financial modelling
• Valuation analysis
• Proprietary research

Experience Level

• 3-7 years

Education Level

• Bachelor's degree
• Postgraduate degree preferred
• CFA preferred

About the Company

• Fidelity Investments has long been a leader in managing equity portfolios, with roots dating back to the 1940s.
• Fidelity’s Equity division is responsible for managing diversified and industry-specific funds for millions of investors.
• The division consists of portfolio managers, research analysts, research associates, sector specialists and traders who work together to deliver exceptional investment outcomes.
• The Equity team relies on its proprietary research, disciplined portfolio management, and sophisticated trading process to evaluate, construct, and manage investment portfolios and deliver superior long-term results.