Research Analyst at Fidelity Investments | Boston, MA, US | Rezi

Research Analyst at Fidelity Investments

Research Analyst

Fidelity Investments · Boston, MA, US

1 weeks ago

Research Analyst

Fidelity Investments · Boston, MA, US

11 days ago
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About the Role

The International Small Cap Research Analyst will research and cover companies within designated sectors of the international small cap universe, developing investment recommendations through deep fundamental analysis to contribute to Fidelity's mutual funds' investment performance.

Responsibilities

  • Generating investment ideas through proprietary research, quantitative screens, company meetings, industry conferences, and other research sources.
  • Performing fundamental company, industry, and competitive analysis.
  • Identifying underfollowed, misunderstood, or mispriced companies before they become broadly recognized by the market.
  • Creating and maintaining financial models, valuations, recommendations, and target prices.
  • Communicating investment insights and recommendations with conviction and clarity through discussions, presentations, and written research.
  • Collaborating with analysts and portfolio managers in a high-performing, results-oriented investment environment.

Requirements

  • Multiple years of investment research experience, preferably in international equities, global equities, or small-cap investing.
  • Demonstrated passion for investing, stock picking, and fundamental research.
  • Strong ownership mentality, work ethic, and commitment to investment excellence.
  • Exceptional analytical, financial modeling, and communication skills.
  • Ability to think independently and adapt as new information emerges.
  • Strong business judgment, intellectual curiosity, and pattern recognition abilities.
  • Confidence and maturity to engage with senior management teams.

Skills

  • Investment research
  • International equities
  • Global equities
  • Small-cap investing
  • Fundamental analysis
  • Financial modeling
  • Valuation
  • Communication
  • Independent thinking
  • Business judgment
  • Intellectual curiosity
  • Pattern recognition

Location

  • U.S.-based

Work Type

  • Onsite

Experience Level

  • Multiple years

Education Level

  • Bachelor's degree required
  • CFA or advanced degree preferred

Salary/Compensations

  • $150,000 - $250,000 per year

Benefits

  • Comprehensive health care coverage
  • Emotional well-being support
  • Market-leading retirement
  • Generous paid time off
  • Parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment, tuition reimbursement, and learning resources

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.

Equal Opportunity

  • Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
  • Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.