Fidelity Investments
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Fidelity Investments Equity Research Associate Interview Questions & Reviews

Updated Feb 5, 2014

Getting the Interview 

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Interview Experience 

33%
50%
16%

Interview Difficulty 

8 candidate interviews Back to all interview questions
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Neutral Experience

Difficult Interview

Equity Research Associate Interview

Equity Research Associate

I applied online and interviewed at Fidelity Investments.

Interview Details – Had a 1:1 interview with an analyst. Asked several detailed questions about my opinion on the markets and a few stocks.

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Neutral Experience

Average Interview

Equity Research Associate Interview

Anonymous Interview Candidate

I applied through college or university and the process took a day - interviewed at Fidelity Investments in October 2009.

Interview Details – I applied online through my school's career services website. Was selected for a first round interview. The interview was going fairly smoothly, mostly soft stuff about my background, until I referenced my personal investment experience. At that point, the interviewer seemed to perk up and started asking me some fairly difficult and technical questions about the stock purchases I had made, and my "investment thesis" for each. Extremely competitive for second round interviews and I was not one of the lucky few

Interview Questions

  • What was your investment thesis for this particular stock?   Answer Question
  • If you were asked to choose between two stocks, what would you want to know?   Answer Question

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1 person found this helpful

No Offer

Neutral Experience

Average Interview

Equity Research Associate Interview

Equity Research Associate
London, England (UK)

I applied online - interviewed at Fidelity Investments in January 2012.

Interview Details – I had a telephone interview for an internship at equity research at Fidelity. The interview was quite standard, with competency questions like in most other financial firms.

Interview Question – no unexpected questions   Answer Question

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Negative Experience

Difficult Interview

Equity Research Associate Interview

Equity Research Associate

The process took a day - interviewed at Fidelity Investments in February 2011.

Interview Details – I was given a case study and a few questions mainly about why Fidelity and why fit.

Interview Question – Why would you choose Fidelity   Answer Question

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1 person found this helpful

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Neutral Experience

Average Interview

Equity Research Associate Interview

Anonymous Interview Candidate

I applied through college or university and the process took a day - interviewed at Fidelity Investments in February 2011.

Interview Details – The interviewer asked questions about the background motivation and some technical questions related to CAPM. Also asked about factors that might be indicative of the industrial trends.

Interview Question – What might affect the number of houses built in the US per month?   Answer Question

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1 person found this helpful

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Neutral Experience

Average Interview

Equity Research Associate Interview

Equity Research Associate

I applied online and the process took a day - interviewed at Fidelity Investments in November 2011.

Interview Details – on boston forum for the position in Asia-pacific excluding Japan
first
went through the resume (all internships)
behavior questions , what did you learn from activities
valuation questions
pitch a stock

Interview Questions

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1 person found this helpful

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Positive Experience

Difficult Interview

Equity Research Associate Interview

Equity Research Associate
London, England (UK)

I applied through college or university and the process took a day - interviewed at Fidelity Investments in January 2009.

Interview Details – I failed to make it to the next round, so I don't know much about it. As far as I know, the interview process should be very selective. That's all I can offer you.

Interview Question – What prompts your application for the job?   View Answer

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1 person found this helpful

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Positive Experience

Difficult Interview

Equity Research Associate Interview

Equity Research Associate

I applied through college or university and the process took 2 weeks - interviewed at Fidelity Investments in October 2010.

Interview Details – 1:1 Interview in the first round followed by 5 additional interviews in the office. The PM's asked very specific questions and your investment thesis on a few different stocks. Fit interview with HR at second round. After the first round, candidates have to prepare for a stock pitch for the second round interview.

Interview Question – Tell me about your investment thesis on Company X   Answer Question

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