At a Glance
- Tasks: Analyse stocks, generate investment ideas, and collaborate with portfolio managers.
- Company: Fidelity Investments, a leader in equity portfolio management since the 1940s.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Dynamic team environment with a focus on innovation and collaboration.
- Why this job: Make a real impact on investment performance while working with industry experts.
- Qualifications: 3-7 years of investment research experience and strong analytical skills.
The predicted salary is between 55000 - 70000 £ per year.
The Team
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, capitalisation, 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.
The Role
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 analyse. This analysis involves interviewing company management, communicating with external research sources, assessing customers, suppliers and competitors, 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). You will work closely with portfolio managers and other analysts on the domestic and international teams and play a vital role in contributing to investment performance.
Specific responsibilities include:
- Generating and validating new ideas within your sub-sector area(s) that are consistent with the team’s investment process.
- 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.
- Identifying stocks through your own process of monitoring opportunities in your sub-sector area(s).
- Maintaining coverage of assigned sector stocks held in the required portfolios.
- 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 theses to track the progress of improving dynamics and other critical variables.
- Conducting proprietary research.
- Collaborating with other Fidelity analysts.
- Engaging with company management through meetings and calls.
- Communicating updates and recommendations to the Equity team and broader Fidelity investment organisation.
The most important form of communication will be in-person discussions, supplemented by concise written reports, voicemails and emails as needed.
The Expertise and Skills You Bring
You will possess the following characteristics:
- A minimum of 3–7 years’ buy-side investment research experience.
- Bachelor’s degree required, with a postgraduate degree or CFA (or progress towards) preferred.
- Strong analytical and communication skills, coupled with the highest level of personal and professional integrity.
- Demonstrated success during academic studies and in other pursuits.
- Sound business judgement and a strong interest in financial markets.
- A desire to gain an edge and a healthy level of scepticism in your thinking.
- Ability to think creatively, work independently and make decisions quickly, often with limited information.
- Confidence and maturity to engage with senior-level company management.
- Intellectual curiosity about companies and markets, with high levels of initiative and motivation.
- A strong enthusiasm for identifying new investment opportunities and genuine intellectual curiosity.
- The ability to consistently develop, clearly articulate and effectively communicate investment recommendations, supported by a comprehensive and thoughtful research process.
Certifications: Category: Investment Professionals
Equity Research Analyst in London employer: Fidelity
Fidelity Investments is an exceptional employer, offering a dynamic work environment where Equity Research Analysts can thrive. With a strong emphasis on collaboration and professional growth, employees benefit from access to proprietary research tools and the opportunity to engage directly with company management. The company's commitment to innovation and excellence in investment strategies ensures that team members are continually challenged and supported in their career development.
StudySmarter Expert Advice🤫
We think this is how you could land Equity Research Analyst in London
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Fidelity through LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial modelling skills. We want to show that we can create detailed projections and analyses that align with Fidelity’s investment strategies.
✨Tip Number 3
Stay updated on market trends and news related to your assigned sub-sector. This will help us engage in meaningful discussions during interviews and demonstrate our passion for equity research.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we can keep track of your progress throughout the hiring process.
We think you need these skills to ace Equity Research Analyst in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Equity Research Analyst role. Highlight relevant experience, especially in investment research and analysis. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter should tell us why you're passionate about equity research and what makes you a great fit for our team. Share specific examples of your analytical skills and any successful projects you've worked on.
Showcase Your Analytical Skills:In your application, demonstrate your analytical prowess. Include any financial models or analyses you've created in the past. We love seeing how you approach problem-solving and investment recommendations!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Fidelity
✨Know Your Stocks Inside Out
Before the interview, dive deep into the stocks you'll be discussing. Familiarise yourself with their financials, recent news, and industry trends. This will not only show your analytical skills but also your genuine interest in the role.
✨Prepare Thoughtful Questions
Think of insightful questions to ask your interviewers about their investment strategies or recent market movements. This demonstrates your engagement and helps you understand how you can contribute to the team.
✨Showcase Your Analytical Skills
Be ready to discuss your previous research experiences and how you've approached stock analysis. Use specific examples to illustrate your thought process and decision-making skills, as this is crucial for an Equity Research Analyst.
✨Communicate Clearly and Confidently
Practice articulating your investment recommendations and analyses clearly. Remember, communication is key in this role, so being concise and confident will leave a lasting impression on your interviewers.
