Equity Sector Specialist

Fidelity Investments•Boston, MA

3d•$90,000 - $175,000•Onsite

About The Position

Fidelity Investments is a leader in managing equity portfolios, with its Equity division responsible for managing diversified and industry-specific funds for millions of investors. The division comprises portfolio managers, research analysts, research associates, sector specialists, and traders who collaborate to achieve exceptional investment outcomes. The Equity team utilizes proprietary research, disciplined portfolio management, and a sophisticated trading process to evaluate, construct, and manage investment portfolios, aiming for superior long-term results. This role is for a Sector Specialist within the Equity Research Department. The specialist will be a key contributor to the investment process, working closely with analysts, associates, and portfolio managers. Reporting to a Managing Director of Research, the role involves 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 technology sector is preferred but not required.
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.

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.