Junior Equity Research Analyst: Build Models & Stock Calls

Soteria Reinsurance Ltd.; Boston, Northern (MA, KY); Hybrid; USD 205,000 - 215,000; Full time

Job summary

Fidelity Investments in Boston seeks a senior equity research analyst to perform fundamental research on a broad coverage universe of 25+ stocks, develop detailed three-statement financial models, and formulate investment recommendations for portfolio managers.

The role involves meetings with management, due diligence, and collaboration with data scientists on alternative data to identify trends. A related degree with experience is required.

Qualifications

• Bachelor’s degree or Master’s in a related field with research experience.

Responsibilities

• Performs fundamental equity research on a coverage universe of 25+ stocks to identify actionable buy/sell ideas.
• Generates three-statement financial models and applies valuation methodologies (DCF, comps).
• Presents investment theses and stock recommendations to portfolio managers.
• Monitors investments and updates investment views as needed.

Skills

Equity research

Financial modeling

Excel

FactSet

Bloomberg

Education

Bachelor’s degree in Business Administration, Quantitative Finance, Financial Economics, or related field

Master’s degree in Business Administration, Quantitative Finance, Financial Economics, or related field

Tools

Excel

FactSet

Bloomberg

Job description

Fidelity Investments in Boston seeks a senior equity research analyst to perform fundamental research on a broad coverage universe of 25+ stocks, develop detailed three-statement financial models, and formulate investment recommendations for portfolio managers.

The role involves meetings with management, due diligence, and collaboration with data scientists on alternative data to identify trends. A related degree with experience is required.