Fidelity Investments Equity Research Associate Interview Questions

Updated May 10, 2015
11 Interview Reviews

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Helpful (1)  

Equity Research Associate Interview

Anonymous Employee
Accepted Offer
Positive Experience
Difficult Interview

Application

I applied through college or university. I interviewed at Fidelity Investments.

Interview

First round phone interview: talked about work I did in my previous internships. Second round: flew me into their HQ in Boston, met with 6 different people, 2 MDs, 2 PMs, 2 analysts. They were all very nice but it was quite tiring as it was one after the other, all with different questions and interview styles. Nothing too technical which was surprising, and didn't even grill me on stock pitches or market outlooks

Interview Questions

  • Questions mostly on thought process etc   1 Answer

Other Interview Reviews for Fidelity Investments

  1.  

    Equity Research Associate Interview

    Anonymous Interview Candidate
    No Offer
    Difficult Interview

    Application

    I applied online. I interviewed at Fidelity Investments.

    Interview

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

  2. Helpful (1)  

    Equity Research Associate Interview

    Anonymous Employee in Boston, MA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    The process took 1+ week. I interviewed at Fidelity Investments (Boston, MA) in April 2011.

    Interview

    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

    • Pick a sector to be in right now   1 Answer
  3. Helpful (2)  

    Equity Research Associate Interview

    Anonymous Interview Candidate
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied through college or university. The process took 1 day. I interviewed at Fidelity Investments in October 2009.

    Interview

    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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  5.  

    Equity Research Associate Interview

    Anonymous Interview Candidate
    No Offer

    Interview

    I had a phone interview. The interviewer asked a lot of technical questions, details about my resume, and the interviewer asked them at a quick pace. They were interested in knowing what books that I have read, and made sure that I followed the market. It was a fast paced interview, nothing too difficult besides being a quick thinker.

    Interview Questions

    • Basic finance questions, but you had to explain yourself   Answer Question
  6. Helpful (1)  

    Equity Research Associate Interview

    Anonymous Interview Candidate in London, England (UK)
    No Offer
    Average Interview

    Application

    I applied online. I interviewed at Fidelity Investments (London, England (UK)) in January 2012.

    Interview

    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 Questions

  7. Helpful (1)  

    Equity Research Associate Interview

    Anonymous Interview Candidate
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 1 day. I interviewed at Fidelity Investments in November 2011.

    Interview

    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

  8. Helpful (1)  

    Equity Research Associate Interview

    Anonymous Interview Candidate
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied through college or university. The process took 1 day. I interviewed at Fidelity Investments in February 2011.

    Interview

    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

    • What might affect the number of houses built in the US per month?   Answer Question
  9. Helpful (1)  

    Equity Research Associate Interview

    Anonymous Interview Candidate
    No Offer
    Negative Experience
    Difficult Interview

    Application

    The process took 1 day. I interviewed at Fidelity Investments in February 2011.

    Interview

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

    Interview Questions

  10. Helpful (3)  

    Equity Research Associate Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Difficult Interview

    Application

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

    Interview

    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

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