At a Glance
- Tasks: Conduct research, build financial models, and pitch stock recommendations.
- Company: Join Fidelity, a leader in investment management with a collaborative culture.
- Benefits: Gain hands-on experience, mentorship, and potential full-time offers post-internship.
- Other info: Dynamic internship in London with excellent networking opportunities.
- Why this job: Kickstart your finance career with real-world impact and expert guidance.
- Qualifications: Bachelor’s degree candidates with strong analytical skills and a proactive mindset.
The predicted salary is between 20000 - 30000 £ per year.
Equity Research Associate Internship - Summer 2027
Our Mission
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want—from the 23 million people investing their life savings to the 20,000 businesses managing their employee benefits programmes.
The Department
Fidelity Investments has long been a leader in managing equity portfolios. The 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.
The Role
The Equity Research Associate internship program gives interns the chance to obtain and develop the core research skills needed to jumpstart a successful career in investment management. Throughout the 10-week program, interns will support real investment decisions by:
- Conducting autonomous research on three stocks across different sub-sectors.
- Building financial models, completing financial analysis, and conducting proprietary research.
- Communicating with corporate management teams, industry experts, and Wall Street analysts to develop investment recommendations for our funds.
- Collaborating with fellow interns and utilising the vast network of Fidelity managing directors of research, analysts, and portfolio managers.
- Pitching stock recommendations to internal portfolio managers.
Education and Experience
- Class of 2028 Bachelor’s degree candidates
- Excellent verbal and written communication skills
- Proactive, seeks additional responsibilities and learning opportunities
- Proven success during academic career with a preferred GPA of 3.2 or higher
- Strong analytical and quantitative skills
- Demonstrated expertise using Excel
- Highly motivated independent problem solvers, ability to think outside of the box
- High levels of integrity
- Demonstrated initiative and intellectual interest in studies/extracurricular activities related to the financial markets
- Ability to work well under pressure and time constraints
Training
- Emphasis on hands-on training from Research Analysts directly related to intern projects
- Opportunity for training in conjunction with investment interns in Equity, High Income, and Strategic Advisers investment divisions at Fidelity
- Mentorship from senior research analysts and associates
- Exposure to Portfolio Managers and investment thought leaders
Conversion
Successful interns may receive an offer at the end of the summer internship to return as a full-time Research Associate post-graduation.
Location: London, England
Estimated Internship Dates: June 7, 2027 - August 13, 2027 (potential to flex a week or two depending on academic timelines).
Application Deadline: September 25 by 11:59am ET (4:59pm GMT)
Please note, Fidelity reserves the right to close this application at any point.
Fidelity Investments is an equal opportunity employer.
Summer 2027 Equity Research Associate Intern - London employer: Fidelity
Fidelity Investments is an exceptional employer that prioritises a nurturing work environment, making it an ideal place for aspiring finance professionals. With a strong focus on mentorship and hands-on training, interns will gain invaluable experience in equity research while collaborating with industry experts in the vibrant city of London. The opportunity to pitch stock recommendations and potentially secure a full-time position post-internship further enhances the appeal of this role, ensuring a rewarding career path in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Summer 2027 Equity Research Associate Intern - London
✨Tip Number 1
Network like a pro! Reach out to current or former interns at Fidelity through LinkedIn. Ask them about their experiences and any tips they might have for landing the internship. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for those interviews! Research common interview questions for equity research roles and practice your answers. Make sure you can discuss your analytical skills and any relevant projects you've worked on. Confidence is key!
✨Tip Number 3
Show your passion for finance! During interviews, share your insights on current market trends or companies you're interested in. This will demonstrate your enthusiasm and knowledge, making you stand out from the crowd.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about the opportunity. Don’t forget to tailor your application to highlight your relevant skills and experiences!
We think you need these skills to ace Summer 2027 Equity Research Associate Intern - London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role. Highlight relevant coursework, projects, or experiences that align with equity research and investment management. We want to see how your background fits into our mission!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for finance and why you’re excited about this internship. Let us know what makes you tick and how you can contribute to our team.
Showcase Your Analytical Skills:Since this role involves a lot of analysis, make sure to highlight any experience you have with financial modelling or data analysis. We love seeing candidates who can think critically and bring unique insights to the table!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re serious about joining our team at Fidelity!
How to prepare for a job interview at Fidelity
✨Know Your Stocks
Before the interview, dive deep into the stocks you’ll be discussing. Understand their financials, recent news, and market trends. This will not only show your enthusiasm but also your analytical skills, which are crucial for the role.
✨Practice Your Pitch
You might be asked to pitch a stock recommendation during the interview. Prepare a concise and compelling pitch that highlights your research process, findings, and why you believe in your recommendation. Practising this will help you communicate clearly and confidently.
✨Show Your Initiative
Fidelity values proactive candidates. Be ready to share examples of how you've taken initiative in your studies or extracurricular activities related to finance. This could be a project, a club, or even a personal investment strategy you've explored.
✨Ask Insightful Questions
Prepare thoughtful questions about Fidelity’s investment strategies or the equity research process. This demonstrates your genuine interest in the company and the role, and it gives you a chance to engage with your interviewers on a deeper level.
