Glassdoor is your free inside look at Fidelity Investments Equity Research interview questions and advice. All 12 interview reviews posted anonymously by Fidelity Investments employees and interview candidates.
Fidelity Investments Equity Research Interview Questions & Reviews
Getting the Interview 12 Interviews
Interview Experience 10 Ratings
Equity Research Associate Intern at Fidelity Investments
Declined Offer – Reviewed Mar 15, 2013
Interview Details –
stated with a phone interview. was mostly behavioral / personal questions, but asked some questions about different kinds of companies i'd be interested in investing in right now.
in-person superday with 6 30-minute interviews. some behavioral questions, some brain teasers, some psuedo-case studies -- a mix of everything. no stick pitches though.
Interview Question – We get thousands of applications for an incredibly small number of positions. Why should I care about you? Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Equity Research Intern at Fidelity Investments
No Offer – Interviewed in Feb 2012 – Reviewed Feb 25, 2013
Interview Details – Two 30 minute interviews with analysts. I applied online through the Boston College website and had two on campus interviews. It is a very competitive and therefore you really have to come prepared to show your interest.
Interview Question –
What is something that makes the stock market go up or down?
Tell me a stock you follow and why?
Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Equity Research Intern at Fidelity Investments
No Offer – Interviewed in Boston, MA Feb 2013 – Reviewed Feb 7, 2013
Interview Details – My resume was selected and I got invited to a first round phone interview with an analyst. The interviewer was nice but asked me several difficult questions. The first 10 minutes of the 30 minute interview was me walking him through my resume.
Interview Question – Who is your favorite superhero and why? Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Equity Research Associate at Fidelity Investments
Accepted Offer – Interviewed in Boston, MA Apr 2011 – Reviewed May 11, 2011
Interview Details – Mostly just chatting. They wanted to make sure I paid attention to what was going on in the world, and that I would fit in at Fidelity. Asked what sectors I would be in right now, and was asked once out of 4 interviews for a stock reccomendation
Interview Question – Pick a sector to be in right now View Answer
Helpful Interview?
Yes |
No
Problem with this interview?
Equity Research Associate at Fidelity Investments
No Offer – Interviewed in Oct 2009 – Reviewed Oct 17, 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
Helpful Interview?
Yes |
No
Problem with this interview?
Equity Research Associate at Fidelity Investments
No Offer – Interviewed in London, England (UK) Jan 2012 – Reviewed Jan 13, 2013
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
Helpful Interview?
Yes |
No
Problem with this interview?
Equity Research Associate at Fidelity Investments
No Offer – Interviewed in Feb 2011 – Reviewed Apr 1, 2012
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
Helpful Interview?
Yes |
No
Problem with this interview?
Equity Research Associate at Fidelity Investments
No Offer – Interviewed in Feb 2011 – Reviewed Feb 4, 2012
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
Helpful Interview?
Yes |
No
Problem with this interview?
Equity Research Analyst at Fidelity Investments
No Offer – Interviewed in Hong Kong (Hong Kong) Dec 2011 – Reviewed Dec 6, 2011
Interview Details – I got the interview from a job conference and was interviewed by a head manager from UK office. There are only 4 interns hired outside U.S office so the interview is so much technical. He asked me a lot about stocks trend, stock pitching and financial modeling questions. I was not well prepared for that so I kinda messed up withe the interview. It only took around 15 minutes.
Interview Questions
- Why buy-side? Answer Question
- What financial models have you built before? Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Equity Research Associate at Fidelity Investments
No Offer – Interviewed in Nov 2011 – Reviewed Dec 7, 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
- do you investment ? Answer Question
- have you picked a stock and analyze ? Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
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