International Small Cap Research Analyst

Jobtailor; Boston (MA); On-site; USD 110,000 - 160,000; Full time

Job summary

Fidelity Investments in Boston is seeking an experienced investment research professional to analyze international small-cap equities, build financial models, and develop actionable investment recommendations.

You will meet with company management teams, identify opportunities, and communicate insights to portfolio managers, collaborating with analysts to enhance portfolio performance.

Qualifications

• Multiple years of investment research experience, preferably in international equities, global equities, or small-cap investing.
• Bachelor's degree required.
• CFA or advanced degree preferred.
• Passion for investing, stock picking, and fundamental research.
• Strong ownership mentality, work ethic, and commitment to investment excellence.
• Exceptional analytical, financial modeling, and communication skills.
• Ability to think independently and adapt as new information emerges.
• Strong business judgment, intellectual curiosity, and pattern recognition abilities.

Responsibilities

• Research and cover companies within designated sectors of the international small-cap universe.
• Develop investment recommendations through deep fundamental analysis.
• Build financial models and analyze industry dynamics.
• Assess valuation opportunities and conduct proprietary research.
• Meet with company management teams and identify new opportunities.
• Communicate investment insights through discussions, presentations, and written research.
• Collaborate with analysts and portfolio managers to contribute to portfolio performance.

Skills

Investment Research

Financial Modeling

Valuation Analysis

Analytical Skills

Independent Thinking

Communication Skills

Pattern Recognition

Global/International Equities

Small-Cap Investing

Education

Bachelor's Degree

CFA Certification

Job description

Research and cover companies within designated sectors of the international small-cap universe
Develop investment recommendations through deep fundamental analysis
Build financial models and analyze industry dynamics
Assess valuation opportunities and conduct proprietary research
Meet with company management teams
Identify new investment opportunities and monitor existing positions
Generate investment ideas through proprietary research, quantitative screens, company meetings, industry conferences, and other research sources
Perform fundamental company, industry, and competitive analysis
Identify underfollowed, misunderstood, or mispriced companies
Create and maintain financial models, valuations, recommendations, and target prices
Communicate investment insights and recommendations through discussions, presentations, and written research
Collaborate with analysts and portfolio managers to contribute to portfolio performance

Requirements

• Multiple years of investment research experience, preferably in international equities, global equities, or small-cap investing
• Bachelor's degree required
• CFA or advanced degree preferred
• Passion for investing, stock picking, and fundamental research
• Strong ownership mentality, work ethic, and commitment to investment excellence
• Exceptional analytical, financial modeling, and communication skills
• Ability to think independently and adapt as new information emerges
• Strong business judgment, intellectual curiosity, and pattern recognition abilities
• Confidence and maturity to engage with senior management teams
• Must not have criminal histories that restrict Fidelity from hiring or associating with the individual under applicable laws and regulations
• U.S.-based employment does not provide immigration sponsorship

Core Competencies

Demonstrates expertise in investment research, financial modeling, and valuation analysis, with a strong focus on international small-cap equities. Capable of generating actionable investment insights and recommendations through thorough fundamental analysis and effective communication.

Highest-signal resume keywords

• Investment Research Experience
• Financial Modeling
• Valuation Analysis
• CFA Certification
• Analytical Skills

Hard Skills

• Fundamental Analysis
• Financial Modeling
• Valuation Assessment
• Quantitative Analysis
• Investment Recommendations
• Company Analysis
• Industry Dynamics Analysis
• Competitive Analysis
• Target Price Creation
• Proprietary Research

Soft Skills

• Strong Work Ethic
• Analytical Thinking
• Communication Skills
• Intellectual Curiosity
• Business Judgment

Certifications & Qualifications

• CFA
• Bachelor's Degree

Industry Keywords

• International Equities
• Global Equities
• Small-Cap Investing
• Investment Excellence
• Pattern Recognition