Summer 2027 Undergraduate Internship - Finance

Posted 3 Days Ago
Be an Early Applicant
4 Locations
In-Office
20-32 Hourly
Internship
Fintech
The Role
Paid 10-week finance internship involving Excel-based financial modeling, data analysis, reporting, process automation, statistical updates, and analysis of how money moves through Fidelity. Interns work independently on back-office projects and support business performance. The role requires strong Excel skills, including formulas and pivot tables, attention to detail, communication, time management, leadership, and an interest in analytical finance. Applicants must be current undergraduates returning to coursework after the internship and available for the full program.
Summary Generated by Built In
Job Description:

Note: Fidelity is not providing immigration sponsorship for this position 

The Fidelity Intern Program (FIDTERN Program) 

Fidelity’s full-time, paid, 10-week FIDTERN Program offers students the opportunity to contribute to meaningful, real-world work and projects as valued members of a dedicated team.  

 

Our program is designed to provide students with a firsthand experience of what it’s like to work here full-time. We deliver a best-in-class program experience to ensure interns feel a sense of belonging and community, while receiving critical training and development to be a future Fidelity associate. Here’s the experience you can expect to have as a FIDTERN: 

  • Professional & Financial Development Sessions: Join exclusive webinars designed to equip you with essential skills for both your career and personal growth! Learn directly from senior leaders, sharpen your professional communication, explore strategies for maintaining well-being in the workplace, and build financial confidence through expert-led financial literacy workshops. 

  • Mentorship: Opt-in to our intern mentorship program and connect with experienced professionals who will support your growth and help you navigate your career journey. 

  • Regional Events: Build connections with leaders and fellow interns through engaging onsite experiences and unwind with your peers at fun local outings (like go-karting, pickleball, or bowling). 

The Role 

 

A finance internship at Fidelity is for candidates interested in analytical and back end of finance. Interns can expect more of an individual environment doing projects and tasks on their own, working in Excel, manipulating data. We are looking for students with more than proficiency in Excel – candidates must be comfortable with formulas and pivot tables. Day-to-day work will include updating financial and statistical information, automating processes & reporting, analysis & working with data, understanding how money moves through Fidelity, and financial modeling. This is a back of the office role with no client facing interaction. Finance internships include exposure to teams who provide detailed financial information to the company’s businesses, enabling them to strategically prioritize, and drive business performance! 

 

The Expertise and Skills You Bring 

 

  • Strong Excel skills  

  • Data analysis  

  • Communication skills  

  • Time management  

  • Leadership skills  

  • Detail oriented  

  • Have an interest in the analytical side of Finance  

  • Eager to learn how money moves through a large company like Fidelity   

  • Current college student undergraduate who will return to coursework after their summer internship 

  • Availability for entire 10-week program from June 7th, 2027 - August 13th, 2027

The base salary range for this position is $20 - $32 per hour.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Note, the application window closes when the position is filled or unposted.

Please be advised that 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.

Certifications:

Category:Administration

Skills Required

  • Strong Microsoft Excel skills, including formulas and pivot tables
  • Data analysis skills
  • Communication skills
  • Time management skills
  • Leadership skills
  • Detail-oriented
  • Interest in the analytical side of finance
  • Eagerness to learn how money moves through a large company
  • Currently enrolled as an undergraduate college student
  • Must return to coursework after the summer internship
  • Availability for the entire 10-week program from June 7, 2027 through August 13, 2027

Fidelity Investments Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.

  • Strong & Reliable Incentives Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
  • Retirement Support A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
  • Parental & Family Support Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.

Fidelity Investments Insights

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

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.

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