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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. The team you will join 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. At times, when financial markets challenge you, you will keep things in perspective, use it as a learning opportunity and develop your resilience with the support of those around you.

What will I 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.

The difference you’ll make

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

What we look for

We welcome applications from all degree-disciplines. 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.

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)

Any degree discipline

We welcome applications from all degree disciplines and all academic achievements

How you’ll 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.

Learning & Development

You will be highly valued here and your development is heavily invested in from day one and throughout your program me.

Application process

We like well-rounded applicants, which is why we will ask you questions that will highlight your personality and potential, rather than just numerical capabilities.

Before applying, check out our top tips for how you can add value via our interview process.

What motivates you to want to work in Investment Management? We value the different ways that people think. The best way to explore that is to hear from you. Our initial online application form is a quick and easy process designed to take as little time as possible, but designed to really get to know who you are

  • You will need to:
  • Provide an up-to-date CV
  • Please note if you are currently on a Tier 4 student visa, this means you have the right to work in the UK
  • On-Line Strengths Assessment: Our online testing uses a fun neuroscience-based test to help you show off your best traits. When you submit your application form you will be automatically invited to complete our on-line assessment within 5 days. (Please check you spam/junk mail folder for the invite.)

Our online testing uses a fun neuroscience-based test to help you show off your best traits. When you submit your application form you will be automatically invited to complete our on-line assessment within 5 days. (Please check you spam/junk mail folder for the invite.)

This is your first opportunity to connect with the business.  We will revert to your answers on ‘motivation’ in your application and will be exploring core strengths to include resilience, curiosity, analytical thinking, innovation and being a self-starter.

This is the final-stage of assessment. During the assessment, you will be involved in a mix of technical, commercial, and motivational interviews, and a technical case study exercise. The day is also a great chance for you to meet different members of the team here at Fidelity and ask any questions you have about the business - this day is as much about you making sure Fidelity is the right place for you as us assessing your strengths.

Stand out at the assessment centre and we’ll offer you a place on the programme. We can assign you a current graduate as a buddy to help with your decision making.

Are you ready to apply?

Applications are revised on a rolling basis so please get your application in as a soon as possible. 

Apply now
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