The Group
Fidelity’s Equity Division manages over 130 diversified mutual funds and more than 60 industry-specific funds, with over $1 trillion in assets under management. Our team includes 200+ Portfolio Managers, Research Analysts, Research Associates, and Sector Specialists, all working together to deliver exceptional investment outcomes.
The Role
We are seeking a Sector Specialist to join our Equity Research Department. In this role, you will be a key contributor to the investment process, partnering closely with analysts, associates, and portfolio managers across the division. You will report directly to a Managing Director of Research and play an integral part in driving research insights and supporting portfolio decisions.
What You’ll Do
Provide research support to equity analysts and associates across multiple sectors.
Aggregate and analyse industry data to identify trends and insights.
Create visualizations of industry trends and analytical results.
Streamline data collection and management processes for efficiency.
Conduct analyses across fundamental, quantitative, and data science disciplines, including the use of large language models and artificial intelligence.
Interpret findings, draw conclusions, and make actionable recommendations.
Collaborate on stock-specific and industry presentations for internal stakeholders.
Partner with global sector specialists, industry sources, external research providers, and internal teams (data science, technology, market data) to enhance research capabilities.
What We’re Looking For
Education & Experience
Undergraduate degree with 1–2 years of relevant experience in securities investing, financial analysis, accounting, valuation, economics, or statistics.
A postgraduate qualification (e.g., Master’s degree) in finance, an investment-related field, a hard science, mathematics, or holding the CFA charter is advantageous.
Experience working with large language models and GenAI technologies.
Experience within the financials, utilities and/or real estate sectors is preferred but not essential.
Technical Skills
Strong Excel/VBA skills and a passion for working with data.
Proficiency in R and/or Python.
Familiarity with financial databases such as Bloomberg and FactSet.
Analytical Expertise
Demonstrated interest or experience in fundamental securities analysis, quantitative methods, and data science.
Communication
Excellent written and verbal communication skills with the ability to clearly articulate research findings.
Commitment to rigorous, evidence-based analysis and the integrity of the scientific method.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
