Equity Sector Specialist
About The Position
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.
Requirements
- Bachelor’s degree with 1–2+ years of relevant experience in security investing, financial analysis, accounting, valuation, economics, or statistics.
- 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.
- Demonstrated interest or experience in fundamental security analysis, quantitative methods, and data science.
- 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.
Nice To Haves
- Advanced degree in finance, investment-related disciplines, hard sciences, mathematics, or CFA designation is a plus.
- Experience in the energy sector is preferred but not required.
Responsibilities
- 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.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
