Fidelity Investments Equity Research Associate Interview Questions & Reviews
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Updated Apr 1, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 7 ratings 
“Difficult” Interview
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Interview Experience [?] Based on 7 ratings
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| 1–7 of 7 Fidelity Investments Interviews | Sort by |
Equity Research Associate at Fidelity Investments
Posted Apr 1, 2012
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4.0
Difficult Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Feb 2011 (took a day)
I was given a case study and a few questions mainly about why Fidelity and why fit.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Equity Research Associate at Fidelity Investments
Posted Feb 4, 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 Feb 2011 (took a day)
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 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?
Equity Research Associate at Fidelity Investments
Posted Dec 7, 2011
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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 (took a day)
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
Other Details
I Applied Online and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Equity Research Associate at Fidelity Investments
Posted Oct 6, 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 Jan 2009 in London, England (United Kingdom) (took a day)
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 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?
Equity Research Associate at Fidelity Investments
Posted May 11, 2011
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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 Apr 2011 in Boston, MA (took 1+ week)
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 Questions
Other Details
The interview consisted of a Phone Interview, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Equity Research Associate at Fidelity Investments
Posted Dec 3, 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 Oct 2010 (took 2 weeks)
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 Questions
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview, a Group/Panel Interview and a Skills Test.
Helpful Interview?
Yes |
No
Inappropriate?
Equity Research Associate at Fidelity Investments
Posted Oct 17, 2009 — 1 of 1 people found this helpful
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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 Oct 2009 (took a day)
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
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?
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