Fidelity Investments Analyst Interview Questions & Reviews
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Updated May 20, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 10 ratings 
“Average” Interview
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Interview Experience [?] Based on 10 ratings
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| 1–10 of 10 Fidelity Investments Interviews | Sort by |
Analyst at Fidelity Investments
Posted May 20, 2012
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Mar 2012 in San Francisco, CA (took 3 days)
Very rigorous. They had case studies and scenarios that had to played out.
Interview Questions
Reason for Declining
The pay wasn't up to snuff.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview and a Presentation.
Helpful Interview?
Yes |
No
Inappropriate?
Analyst at Fidelity Investments
Posted Feb 24, 2012
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5.0
Very Difficult Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Feb 2012 in Bangalore (India) (took a day)
I had never ever thought that I could have such a bad experience with fidelity. It started like this. I was looking for job change and I had been following Fidelity for a very long time. In fact, I had applied for some vacant positions through their online job portal also but got no feedback. This time I came to know about one of my colleagues getting shortlisted by Fidelity. I was thinking why I was not called up for the interview though we both had uploaded our updated CVs on the most searched job portals and she only got a call. Anyways I talked to her and she passed me the Fidelity HR's personal no. to set up a discussion. I had a very small conversation with her and she asked me to send my CV. Next day she called me up and asked about many things and also scheduled the interview. Then, she called me up again after 10-15 mins and told me that she doubted about me joining fidelity (bangalore office) as I am not a native of that place and could decline that offer in case I get another offer from my native place. I don't understand what made her think that way. When she said 'it would be risky for us to take your case forward' I got shocked absolutely and just couldn't believe what had happened in 10-15 mins because she had just scheduled the interview. I called her up and tried to convince her saying that she must have misinterpreted something and she should rethink and give me a chance. That lady had got so much attitude about her position that she was like a stone which couldn't be turned. I requested her again and again but she was saying only one thing, 'even if you clear all the rounds and it comes to my decision I wouldn't let it go further'. Then after requesting again and being sorry for anything wrong that I might have said unknowingly she scheduled my interview and sent me a short mail mentioning the time and the name of the interviewer. I was still wondering how could she conclude about me in that 5 mins conversation and just stick to her decision inspite of countless no. of apologies. The whole day I kept feeling very bad and little just because of that lady. I had some feeling that she would make sure this interview becomes the toughest possible and probably hint the interview as well. But anyways I prepared myself up to the best of my efforts, not to give the interviewer also any chance.
I basically come from mathematical optimization background and have studied a course in statistics during my masters about 5-6 years back. I had been with my current organization for last two years which I joined after my doctorate. I am very confident about my skill set and experience. All my colleagues are proud of me and my knowledge.
Then came the time of interview and it started with information on my current CTC. The interviewer sounded so bloody serious, and in a very bad mood. He then asked general questions like why looking for a Change etc.
After that he showered on me a series of questions in core statistics with increasing level of difficulty. The intention was quite evident. He was asking all unexpected and theory based questions most of which would not be required to know in day to day work. This guy didn't even touch upon my projects that I had worked upon in my current organization. He just didn't ask the questions on the tools and techniques which i had mostly used in my work and highlighted in my CV. Though I answered most of questions and feel content at my end yet I had not expected such question as 'Baye's Theorem', 'Critical Region in Hypothesis Testing', 'Hypothesis of Unit Root Test for Stationarity'. I wonder in my occassions in our day to day modeling work we would be coming across such theoretical things. The other thing is that we would be using many things of which we just require working knowledge and don't have to bother much about their theoretical proofs or definitions. Those things can't be part of the interview, doesn't make any sense. I have never heard from anybody having faced this kind of interview. It looked he was not interview me for a statistical analyst role but probably he was interviewing me for a academic position or his intention was not to interview me but to rape me with his questions. He finished by saying 'somebody will reach out to you'
Interview Questions
Other Details
I applied In-Person and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Analyst at Fidelity Investments
Posted Feb 20, 2012
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Nov 2011 in Boston, MA (took 2 weeks)
The recruiter came to my school for a one on one interview. He was a friendly guy but very professional. He asked me mostly about my background in financial services. How my previous jobs would help me succeed at Fidelity? Also, why i felt that Fidelity was a good fit for me, and why I was a good fit for Fidelity. Finally, the interviewer wanted to know what set Fidelity apart from other financial companies.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Analyst at Fidelity Investments
Posted Aug 26, 2011
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jul 2011 in Merrimack, NH (took 4+ weeks)
I was contacted by a recruiter about two weeks after I submitted my resume on their website. I spoke with her for an intitial interview where I was asked very basic questions about my background and skills. I then had another phone interview with one of the managers to go into a little more detail about my experience. After that, I was flown out to their office in Merrimack for an in person interview. I had three separate interviews that each lasted 45 minutes. The interviews themselves were very casual and I could tell that they were interested more about fit rather than my actual qualifications. I was asked maybe five "typical" interview questions total, and the rest of the time was more of a conversation about the position, company, area, etc...
The whole process was wonderful. I was kept in the loop the whole time about next steps and where the hiring managers were in their decision making process. I spoke with someone from Fidelity's HR almost everyday. They were incredibly helpful in letting me know what I needed to do on my end, and what was going on on their end. Overall, I just felt very valued during the whole process and during the interview. I wasn't made to feel like a "number," but an actual person that they were genuinely interested in getting to know.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Background Check, a Drug Test, a 1:1 Interview and a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Analyst at Fidelity Investments
Posted Aug 12, 2011
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2.0
Easy Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Jun 2011 in Boston, MA (took a day)
The interview process consisted of five one on one interviews.
Two of them were simple fit and resume interviews. They asked the usual questions: "Why do you want to work at Fidelity?", "Walk me through your resume", "Why are you interested in asset management?", etc.
During my interview with the quantitative analysis head, I was asked some very simple questions relating to regressions. He wrote out a regression and asked what it would mean if the coefficient attached to a variable was large and negative and then what a negative "T" score of three would mean.
The only case study was a question dealing with a coffee maker and what I thought the residential and office market sizes for it would be. I was then given a very simple word problem.
The people were very nice and the interviews were fairly casual. I thought that I interviewed very well and was informed, on a later date, that they liked but could not hire me. They thought that I was too "green" to hire, especially considering that I showed primary interest in the fundamental analysis group.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Analyst at Fidelity Investments
Posted Feb 11, 2011
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4.0
Difficult Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Oct 2010 in Boston, MA (took 3 weeks)
Stress test. Then two one hour interviews on location and a lunch date in between.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview and a Group/Panel Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Analyst at Fidelity Investments
Posted Jan 26, 2011
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4.0
Difficult Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Oct 2010 (took 1 week)
Call from HR. First i/v with a fund manager, then second round with another fund manager. Questions centered on stock picking, very detail oriented.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Analyst at Fidelity Investments
Posted Aug 26, 2010
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1.0
Very Easy Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Aug 2010 in Westlake, TX (took a day)
Salary was given in the first few minutes of the interview. I declined based on the low starting pay.
Other Details
I Applied Online and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
View Comments (1)
Inappropriate?
Analyst at Fidelity Investments
Posted Jun 1, 2010
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Oct 2008 (took 1+ week)
The interview was fairly informal. There were questions on my resume and other qualification oriented questions. I ended up meeting with three members from the group including a hiring manager. Overall, it was a painless process. None of the questions were overly technical, and centered more around fit.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Analyst at Fidelity Investments
Posted May 17, 2010
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4.0
Difficult Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Apr 2009 (took 1 week)
For a recent MBA grad fresh out of school - There was an initial interview with HR, 1:1 interviews with 2 senior analysts / portfolio managers and then a modelling / valuation test.
The interview with HR was very casual. Asked about how you keep up with the industry, motivation for switching careers etc.
The first 1:! was a stock pitch and the interviewer went into details of the stock. The second one was more like a case where the interviewer asked questions about the retail industry and how I would analyze it etc. Both were good interviewers - gave me time to think and tried to help me get to the answer when i did not.
The final test was to make a stock recommendation. They gave me the stock and its financials and I had to reason out my decision.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
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