Skip Header

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.

Meet with senior management and industry stakeholders
Conduct market and company analysis
Build models
Recommendations to our Portfolio Managers

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

You will be intellectually curious and possess the ability and creativity to collect and analyse a range of information, then use it to make judgements on the prospects of industries

Analytical skills

You will have the ability to undertake often complex research, interpret data and judge the merits of differing opinions, and form insights essential to ensure we make wise investments for our clients

Articulate and persuasive

You’ll need the tenacity and confidence to communicate your judgement on whether shares in a company should be bought or sold and justify your thinking (at times with imperfect information)

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.

Application process

None

Apply online

Our initial online application form is a quick and easy process designed to take as little time as possible. You will need to provide an up to date CV.

None

Assessments

During this process, you will participate in a combination of technical, commercial and motivational activities, and a case study exercise.

None

Final offer

Stand out at the assessment centre and you'll be offered you a place on the programme.

You may also want to explore:

None

About us

Get to know more about what we do and our history

None

Life at Fidelity

Read about our values and what it’s like to work with us

None

Getting ready for your interview

We've collected advice from across the business to help you prepare for your success