At a Glance
- Tasks: Analyse stocks, generate investment recommendations, and collaborate with research teams.
- Company: Join a leading financial services firm with a global impact.
- Benefits: Comprehensive benefits, flexible working, and support for your professional development.
- Other info: Dynamic environment with opportunities for career advancement and personal growth.
- Why this job: Make a real difference in the financial world while growing your career.
- Qualifications: Passion for investing, strong analytical skills, and excellent communication.
The predicted salary is between 54000 - 66000 £ per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 26 September 2026
- Department: Equity Research
- Location: London
- Reports To: Director of Research
- Level: 7
Introduction
We're proud to have been helping our clients build better financial futures for over 50 years. Join our Equity Research team and feel like you're part of something bigger.
About the team
The primary responsibility of the Analyst is to generate high conviction, investment recommendations based on differentiated, in-depth analysis of industry and company fundamentals. Our coverage model is primarily in-region and sector-focused.
About the role
- You will initially be responsible for analysing stocks across multiple sectors making investment recommendations.
- Write and communicate research notes resulting in high conviction recommendations.
- Attend relevant internal and external meetings, sharing your investment views and ideas.
- Be a key point of contact for companies, helping to own relationships and interactions with them.
- Share your knowledge and insights broadly and collaboratively with investment professionals across the firm.
- Prepare, present and communicate differentiated industry / thematic pieces as necessary.
About you
We seek candidates who are entrepreneurial, highly-motivated, collaborative and comfortable taking risks. The successful applicant will demonstrate a high degree of independent thought, curiosity and intellectual honesty. You will have excellent financial analysis skills, great business judgement and outstanding communication skills.
We are looking for candidates who have most, if not all, of the following characteristics:
- A demonstrable passion and enthusiasm for investing, preferably supported by an audited track record of material alpha generation.
- An entrepreneurial self-starter, keen to expand their remit and responsibilities over time.
- First-class numerical, analytical, accounting, communication, and teamwork skills.
- Highly organised yet flexible, deadline oriented with an ability to work under pressure.
- Willingness to study for the CFA and/or other regulatory qualifications as necessary.
- Requirement to undertake the IMC Unit 1 exam and CFA Level 1 or Full IMC exam unless exempt.
Feel rewarded
For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work.
As an international financial services organisation, we are in-scope of international regulations. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it.
Equity Research Analyst- Financials employer: Fidelity International
At our London office, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Equity Research Analysts to thrive. With a strong emphasis on employee development, we offer comprehensive benefits and flexible working arrangements, ensuring that you can balance your professional and personal life while contributing to meaningful investment decisions. Join us to be part of a dynamic team where your insights are valued and your growth is prioritized.
StudySmarter Expert Advice🤫
We think this is how you could land Equity Research Analyst- Financials
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fidelity International. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Equity Research Analyst- Financials
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fidelity International.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fidelity International's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fidelity International
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fidelity International.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fidelity International will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fidelity International employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
