Research Analyst I
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will research covered equities, perform company and industry due diligence, and develop financial projections and valuation analyses. You will build financial models, generate investment theses, present buy and sell recommendations to portfolio managers, monitor investments, and communicate changes in your views.
Requirements
- Bachelor’s degree and three years of relevant experience, or a master’s degree and no experience
- Equity research
- Financial statement analysis
- Excel
- FactSet
- Bloomberg
- Discounted cash flow analysis
- Comparable company analysis
- Investment thesis development
- No immigration sponsorship
Responsibilities
- Conduct fundamental equity research on covered companies
- Analyze company filings and meet with company management, competitors, suppliers, and customers
- Develop industry-professional networks and conduct channel checks
- Collaborate with data scientists to analyze alternative data and performance indicators
- Build three-statement financial models and valuation analyses
- Develop written investment theses
- Present buy and sell recommendations to portfolio managers
- Monitor investments and update investment theses
- Construct and monitor a model portfolio
Benefits
- Fully paid parental leave
- On-site health and wellness centers