Equity Specialist

Job Description:

The Group

Fidelity’s Equity Division manages over 130 diversified mutual funds and more than 60 industry-specific funds, with over $1 trillion in assets under management. Our team includes 200+ Portfolio Managers, Research Analysts, Research Associates, and Sector Specialists, all working together to deliver exceptional investment outcomes.

The Role

We are seeking a Sector Specialist to join our Equity Research Department. In this role, you will be a key contributor to the investment process, partnering closely with analysts, associates, and portfolio managers across the division. You will report directly to a Managing Director of Research and play an integral part in driving research insights and supporting portfolio decisions.

What You’ll Do

• Provide research support to equity analysts and associates across multiple sectors.
• Aggregate and analyse industry data to identify trends and insights.
• Create visualizations of industry trends and analytical results.
• Streamline data collection and management processes for efficiency.
• Conduct analyses across fundamental, quantitative, and data science disciplines, including the use of large language models and artificial intelligence.
• Interpret findings, draw conclusions, and make actionable recommendations.
• Collaborate on stock-specific and industry presentations for internal stakeholders.
• Partner with global sector specialists, industry sources, external research providers, and internal teams (data science, technology, market data) to enhance research capabilities.

What We’re Looking For

Education & Experience

• Undergraduate degree with 1–2 years of relevant experience in securities investing, financial analysis, accounting, valuation, economics, or statistics.
• A postgraduate qualification (e.g., Master’s degree) in finance, an investment-related field, a hard science, mathematics, or holding the CFA charter is advantageous.
• Experience working with large language models and GenAI technologies.
• Experience with in the financials, utilities and/or real estate sectors is preferred but not essential.

Technical Skills

• Strong Excel/VBA skills and a passion for working with data.
• Proficiency in R and/or Python.
• Familiarity with financial databases such as Bloomberg and Fact Set.

Analytical Expertise

• Demonstrated interest or experience in fundamental securities analysis, quantitative methods, and data science.

Communication

• Excellent written and verbal communication skills with the ability to clearly articulate research findings.
• Commitment to rigorous, evidence-based analysis and the integrity of the scientific method.

Investment Professionals