Equity Research Analyst I - Fundamental Stock Ideas

Fidelity; Boston (MA); On-site; USD 205,000 - 215,000; Full time

Job summary

Fidelity Investments in Boston seeks a Research Analyst I to perform fundamental equity research on a 25+ stock coverage universe and develop actionable investment ideas. You will build three-statement models, conduct company due diligence with management teams, and present recommendations to portfolio managers with different mandates.

The role emphasizes collaboration with data scientists and ongoing monitoring of investments, contributing to investment performance in a full-time onsite setting.

Qualifications

• Bachelor’s degree and 3 years’ experience as a Research Analyst I in a financial services environment.
• Or Master’s degree in Business/Finance with no experience.
• Strong financial statement analysis and due diligence skills.

Responsibilities

• Performs fundamental equity research on a coverage universe and provides investment ideas.
• Develops analysis by reviewing filings and meeting with company management teams and competitors.
• Generates three-statement financial models and applies valuation analyses (DCF, comparables).
• Presents buy/sell recommendations to portfolio managers.
• Monitors existing investments and updates investment theses as needed.
• Collaborates with data scientists to use alternative data sources.

Skills

Equity research

Financial modeling

Valuation analysis

Management interviews

Excel

FactSet

Bloomberg

Education

Bachelor’s degree in Business/Finance

Master’s degree in Business/Finance (optional)

Tools

FactSet

Bloomberg

Excel

Job description

Fidelity Investments in Boston seeks a Research Analyst I to perform fundamental equity research on a 25+ stock coverage universe and develop actionable investment ideas. You will build three-statement models, conduct company due diligence with management teams, and present recommendations to portfolio managers with different mandates.

The role emphasizes collaboration with data scientists and ongoing monitoring of investments, contributing to investment performance in a full-time onsite setting.