What are the responsibilities and job description for the Equity Research Associate Program - Summer 2026 position at Fidelity Investments?
Job Description
The Role
In this role, you will perform fundamental equity research on a specific coverage universe, providing investment ideas for the portfolios and contributing to the investment performance of the firm. You will generate proprietary fundamental analysis of the sector, the industry, the companies and the stocks you cover by meeting with top management of companies, industry experts, sell side analysts and experienced colleagues. Research Associates and Research Analysts create detailed financial projections for the companies and develop valuation analysis on the stocks to develop investment recommendations (versus sector, versus market) for their assigned stocks. You will communicate your recommendations and insights on your stocks directly to Portfolio Managers, and make valuable contributions to our Equity Research department and mutual funds.
We offer a comprehensive training program as well as ongoing instruction, both of which emphasize the skills needed for fundamental investing.
The Expertise and Skills You Bring
We Are Seeking Candidates Who Have The Following Characteristics
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. Over the years, its capabilities have grown substantially, with investment strategies designed across style, capitalization, sector, and geography.
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.
Visa Sponsorship
Fidelity Investments does not offer work visas for this role.
The base salary range for this position is $90,000 - $175,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. 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:
Investment Professionals
The Role
In this role, you will perform fundamental equity research on a specific coverage universe, providing investment ideas for the portfolios and contributing to the investment performance of the firm. You will generate proprietary fundamental analysis of the sector, the industry, the companies and the stocks you cover by meeting with top management of companies, industry experts, sell side analysts and experienced colleagues. Research Associates and Research Analysts create detailed financial projections for the companies and develop valuation analysis on the stocks to develop investment recommendations (versus sector, versus market) for their assigned stocks. You will communicate your recommendations and insights on your stocks directly to Portfolio Managers, and make valuable contributions to our Equity Research department and mutual funds.
We offer a comprehensive training program as well as ongoing instruction, both of which emphasize the skills needed for fundamental investing.
The Expertise and Skills You Bring
We Are Seeking Candidates Who Have The Following Characteristics
- 1-3 years of post-undergraduate experience in investment research (buy-side or sell-side), investment banking, private equity, equity capital markets, or another related field.
- Demonstrated consistent success in your work and academic experience.
- Exhibit strong analytical and communication skills, coupled with the highest level of personal and professional integrity.
- Able to think creatively, work independently and be able to make decisions quickly, often with limited information.
- Demonstrate the confidence and the maturity to engage with senior level management of companies.
- Intellectually curious about companies and markets including ability to demonstrate previous interest/experience in equity investing.
- Very high levels of initiative and motivation.
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. Over the years, its capabilities have grown substantially, with investment strategies designed across style, capitalization, sector, and geography.
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.
Visa Sponsorship
Fidelity Investments does not offer work visas for this role.
The base salary range for this position is $90,000 - $175,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. 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:
Investment Professionals
Salary : $90,000 - $175,000