
Equity research
Conduct fundamental bottom-up research into publicly traded companies and identify attractive investment opportunities for our client funds.
Who we are
Feel passionate about becoming an investor and making a real difference to our clients’ futures? Enjoy taking ownership of your own work? We will provide unrivalled access to information, experts, and industry leaders, giving you the opportunity to conduct fundamental bottom-up research into publicly traded companies and identify attractive investment opportunities for our client funds.
You will be immersed in real work from the start and, using your own initiative, will be empowered to make your own decisions. You will be able to enjoy working independently as much as being part of a team. With a natural desire to learn, you will get to understand the importance of deep analytical thinking in making recommendations on behalf of our clients and Fidelity.
What I will be doing
During your early career within Equity Research, you will be regionally aligned and will gain valuable insight into several sectors to enable you to build the base of expertise you need to become either a Career Analyst or a Portfolio Manager. Essentially, you will be making a call to buy or sell individual securities.
You'll meet with senior management from publicly traded companies in your sector. You will build a relationship with a range of key industry stakeholders - from current competitors to potential entrants to regulators and politicians - to form a deep understanding of the prospects for the sector and the companies within it.
You'll meet with senior management from key publicly traded companies in your sector. You will also meet with a range of key industry stakeholders - from current competitors to potential entrants to regulators and politicians - to form a deep understanding of the future prospects for the sector and the companies within it.
You'll research and analyse the products, services, strategies, competitive advantages, and financial data of the companies in your sector. You will assess their current and future competitive position and investigate the competency of their management teams to determine whether they are worthwhile investments.
You will build financial models (covering profit & loss, cashflow and balance sheet statements) that allow us to identify the share price drivers of each company, forecast its earnings and estimate its intrinsic value quickly and accurately.
You'll compile this robust analysis into concise research reports, recommending to our team of Portfolio Managers the companies that should be owned within our client funds.
How you will be supported
All successful new joiners will be invited to the Investment Management (IM) Induction & Technical training which will be hosted by the IM Academy, where Investment Professionals train Investment Professionals of the future. The training will provide an introduction the IM functions and equip you with technical knowledge, skills, and behaviours that will enable you to succeed in your role.
IM Academy offers something for everyone: from graduate to experienced investment professionals. It is a learning curriculum for developing knowledge, skills, and behaviours. With the Academy, we encourage continuous learning across all asset classes and regions for developing innovation, diversity & capability in IM. Academy Online will provide an additional support with learning resources accessible to everyone.
What we look for
We’re looking for highly driven people with intellectual curiosity, ambition, resilience, comfort with numeracy, and an absolute commitment to serving the best interests of our clients. We welcome applications from all degree disciplines and all academic achievements.
Thirst for knowledge
Analytical skills
Articulate and persuasive
Learning & development
You will be highly valued here and your development is heavily invested in. Find out about the support and training you receive with your programme.