Equity Research Analyst I: Stock Ideas & Models

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

Job summary

Fidelity is seeking an Equity Research Analyst to perform fundamental stock analysis on a diverse coverage universe. You will build financial models, generate investment theses, and present buy/sell recommendations to portfolio managers.

The role requires experience in financial services, strong modeling skills, and collaboration with data science teams. Onsite work model with potential for regional rollout.

Qualifications

• Bachelor’s degree in Business Administration, Quantitative Finance, Financial Economics, or closely related field.
• Master’s degree in Business Administration, Quantitative Finance, Financial Economics, or closely related field.
• Three years of experience as a Research Analyst or similar in financial services.

Responsibilities

• Performs fundamental equity research on a coverage universe including 25+ stocks.
• Develops three-statement financial models and valuation analyses (DCF, comps).
• Presents stock ideas and investment theses to portfolio managers.
• Monitors investments and updates investment theses as needed.
• Collaborates with data scientists to leverage alternative data and KPIs.
• Produces written deliverables with actionable buy/sell recommendations.

Skills

Equity research

Financial modeling

Industry analysis

Management interviews

Education

Bachelor's degree

Master's degree

Tools

Excel

FactSet

Bloomberg

Job description

Fidelity is seeking an Equity Research Analyst to perform fundamental stock analysis on a diverse coverage universe. You will build financial models, generate investment theses, and present buy/sell recommendations to portfolio managers.

The role requires experience in financial services, strong modeling skills, and collaboration with data science teams. Onsite work model with potential for regional rollout.