Boston, Massachusetts, United States · On-site
$90k–$175k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Group Fidelity Investments has long been a leader in managing equity portfolios, with roots dating back to the 1940s. Fideli…
Skills: Excel, VBA, R, Python, Bloomberg
Seal Beach, California, United States · On-site
$48k–$91k/yr
Job Description: As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in o…
Skills: Relationship Management, Financial Planning, Customer Experience, Client Engagement, Communication Skills
Westlake, Texas, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four …
Skills: Customer Service, Financial Services, Problem Solving, Analytical Skills, Communication
Boston, Massachusetts, United States · On-site
$150k–$250k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Group Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity.…
Skills: Quantitative Research, Multi-Asset Systematic Strategies, Alpha Signal Development, Portfolio Construction, Risk Analytics
Covington, Kentucky, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every …
Skills: Customer Service, Effective Communication, Active Listening, Professionalism, Empathy
Covington, Kentucky, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four …
Skills: Customer Service, Financial Services, Problem Solving, Analytical Skills, Communication
Covington, Kentucky, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four …
Skills: Customer Service, Financial Services, Problem Solving, Analytical Skills, Communication
Omaha, Nebraska, United States · Hybrid
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “y…
Skills: Customer Service, Effective Communication, Active Listening, Professionalism, Empathy
Durham, North Carolina, United States · On-site
Job Description: Job Description: Note: Fidelity will not provide immigration sponsorship for this position. Senior Executive Secretary The Team In this role you will provide comprehensive support to executive level lead…
Skills: Executive Support, Calendar Management, Travel Coordination, Expense Processing, Microsoft Office Suite
Albuquerque, New Mexico, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every …
Skills: Customer Service, Effective Communication, Active Listening, Professionalism, Empathy
Salt Lake City, Utah, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite every other week (all 5 days). Onsite expect…
Skills: Customer Service, Financial Services, Problem Solving, Analytical Skills, Communication
Jacksonville, Florida, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite every other week (all 5 days). Onsite expect…
Skills: Customer Service, Financial Services, Problem Solving, Analytical Skills, Communication
Boston, Massachusetts, United States · On-site
$125k–$258k/yr
Job Description: The Role Consolidated Data Services seeks an Alternative Investment Data Strategy Lead to develop scalable data solutions for alternative products in the FFIO investment lifecycle. This role provides str…
Skills: Data Strategy, Alternative Investments, Private Markets, Hedge Funds, Data Governance
Greenwood Village, Colorado, United States · Hybrid
$48k–$50k/yr
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite every other week (all 5 days). Onsite expect…
Skills: Customer Service, Analytical Problem-Solving, Critical Thinking, Adaptability, Communication
Omaha, Nebraska, United States · Hybrid
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “y…
Skills: Customer Service, Effective Communication, Active Listening, Professionalism, Empathy
Salt Lake City, Utah, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite every other week (M-F, all 5 days). Onsite e…
Skills: Customer Service, Effective Communication, Active Listening, Professionalism, Empathy
Merrimack, New Hampshire, United States · On-site
Job Description: Principal Software Engineer Note: Fidelity will not provide immigration sponsorship for this position. Fidelity Digital Assets®, a Fidelity Investments Company, is developing a full-service enterprise-gr…
Skills: Java, Spring Boot, AWS, SQL, Docker
Boston, Massachusetts, United States · On-site
$110k–$222k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position The Director is responsible for all financial elements within the end-to-end lifecycle of sales deals and pricing negotiations in…
Skills: Financial Modeling, NPV, IRR, Return On Invested Capital, Data Analysis
Omaha, Nebraska, United States · Hybrid
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “y…
Skills: Customer Service, Effective Communication, Active Listening, Professionalism, Empathy
Germantown, Tennessee, United States · On-site
Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will i…
Skills: Customer Service, Interpersonal Skills, Attention To Detail, Prioritization, Organizational Skills
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Provide research support to equity analysts by aggregating industry data and identifying trends to support portfolio decisions. Collaborate with global specialists and internal teams to enhance research capabilities using data science and AI tools.
Requires a bachelor's degree with 1-2+ years of experience in security investing, financial analysis, or related fields. Proficiency in Excel, VBA, and R or Python is required, with a strong interest in fundamental and quantitative analysis.
Fidelity Investments has long been a leader in managing equity portfolios, with roots dating back to the 1940s. Fidelity’s Equity division is responsible for managing diversified and industry-specific funds for millions of investors. The division consists of portfolio managers, research analysts, research associates, sector specialists, and traders who work together to deliver exceptional investment outcomes. Over the years, its capabilities have grown substantially, with investment strategies designed across style, capitalization, sector, and geography.
The Equity team relies on its proprietary research, disciplined portfolio management, and sophisticated trading process to evaluate, construct, and manage investment portfolios and deliver superior long-term results.
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.
Provide research support to equity analysts and associates across multiple sectors.
Aggregate and analyze 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, Wall Street contacts, and internal teams (data science, technology, market data) to enhance research capabilities.
Education & Experience
Bachelor’s degree with 1–2+ years of relevant experience in security investing, financial analysis, accounting, valuation, economics, or statistics.
Advanced degree in finance, investment-related disciplines, hard sciences, mathematics, or CFA designation is a plus.
Experience in the technology sector is preferred but not required.
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 FactSet.
Passion for leveraging AI to enhance research productivity and efficacy as well as a commitment to sharing best practices to accelerate adoption of AI tools.
Analytical Expertise
Demonstrated interest or experience in fundamental security 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.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
