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 analyze. This analysis involves interviewing company management, communicating with external research sources, assessing customers and suppliers, competitors of companies, compiling detailed financial models and projections, and applying economic and industry analysis to produce an investment recommendation. Equity research analysts have full responsibility for coverage of the assigned companies, and stock recommendations are solely attributed to them.
The Value You Deliver
You will be responsible for both identifying new opportunities and monitoring existing positions across your assigned sub-sector(s).
What you'd do
- Generating and validating new ideas within your sub-sector area(s) that are consistent with the team’s investment process. Specifically, idea generation involves
- 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.
- This process typically has a quick look and, for those stocks that continue to meet the fund’s criteria, more extensive fundamental analysis.
- Identifying stocks through your own process of monitoring opportunities in your sub-sector area(s) by, for example, using screens, Fidelity research and sell-side research.
- Maintaining coverage of assigned sector stocks held in the required portfolios. Specifically, coverage involves
- 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 thesis to track progress of improving dynamics and other critical variables
- Conducting proprietary research
- Collaborating with other Fidelity analysts
- Starts
- 2026-08-13