Fidelity Investments Interview Questions & Reviews
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Updated Feb 10, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 166 ratings 
“Average” Interview
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Interview Experience [?] Based on 166 ratings
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See who your friends know who've worked at Fidelity Investments and could give you an inside look.
See who your friends know who've worked at Fidelity Investments and could help you prep for an interview.
| 11–20 of 166 Fidelity Investments Interviews | Sort by |
Legal Counsel at Fidelity Investments
Posted Dec 17, 2011
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Jun 2010 in Boston, MA (took 2 days)
A friend referred me to one of their senior employment counsel. We met twice.
Interview Questions
Other Details
I got the interview through an Employee Referral.
Helpful Interview?
Yes |
No
Inappropriate?
Customer Service Representative at Fidelity Investments
Posted Dec 16, 2011
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1.0
Very Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jul 2010 (took 3 weeks)
It was a very tegious process The call center culture is masked until you have to deal with management and the lack of dirction from team leads
Interview Questions
Negotiation Details
none take it or leave it
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview, a Group/Panel Interview, a Presentation, a Skills Test, a Personality Test, a Drug Test and a Background Check.
More Fidelity Investments Customer Service Representative Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Financial Services Representative at Fidelity Investments
Posted Dec 15, 2011
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Nov 2011 in Salt Lake City, UT (took 1+ week)
First off, knowing someone who works at Fidelity is almost a must. That is the reason that I got an interview, at least that's what I think. I attended an information session, hosted by Fidelity, at the University which also was supposed to give my application priority in the screening process. 1 week or so after attending the information session and submitting my application I got an email from staffing wanting to schedule a phone interview. This phone interview was done in 2 sessions. The first session went over the details about the job and compensation. I then scheduled another phone interview for a couple days later. During the 2nd interview I was asked questions like, "Tell me about a time when...." and "What does excellent customer service mean to you?" After this interview I then scheduled to go in for a face to face interview that same week. This interview starts off in a group setting. There were around 8 of us interviewing. They ask you to wear a suit. The first hour you watch a video with someone in upper management and go over some slides about the company lifestyle. You also listen to a phone call to see what it is like to be on the phones. A rep then comes in and answers questions about the job. Managers then came in groups of 2 for the interview. This interview took about an 40 minutes or so. The same type of questions were asked that were in the 2nd phone interview. I was then taken on a short tour of the different departments. The final hour was used to take an intelligence test. The questions consisted of deductive reasoning and logic testing. Not too difficult.
I was then called 2 days later from staffing informing me that they were going to extend me an offer for the job.
Interview Questions
Other Details
The interview consisted of a Phone Interview, an IQ/Intelligence Test, a Skills Test, a Drug Test and a Background Check.
More Fidelity Investments Financial Services Representative Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Fund Accounting Analyst at Fidelity Investments
Posted Dec 9, 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 in Dallas, TX (took a day)
i attended the career fair and talked to some people who work in fidelity. and i received an email that informed me that i got a telephone interview. the interviewer is a lady. she asked me to introduced myself first . after that, the first question is i am looking for an internship or full time job. after i told her the position, fund accounting analyst, that i applied, she said she is taking charge for recruiting interns so she doesn't want to waste my time. i told her that i also interested in internship but i cannot find any information about internship on their website. then she said because the project of recruiting interns is still not mature, they haven't post it yet.
Interview Questions
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview.
More Fidelity Investments Fund Accounting Analyst Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Dec 8, 2011
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Nov 2011 (took 2 weeks)
Applied online. Recieved phone call next day to schedule a phone interview with their recruiter. Phone interview verified qualities and qualifications the manager was seeking. Phone interview lasted about thirty minutes. Process was intense but pleasant. Recruiter called back the following day and set up an in person interview with hiring manager. In person interview consisted of sitting with manager and assist. manager for about 2 1/2 hours. Questions covered everything from discriptions of previous positions to how I would handle situations at this firm. Also asked what salary I would be looking for . Said they would be in touch in a few weeks, as they just started interviewing. Received a phone call a few weeks later that I was not chosen.
Interview Questions
Other Details
I applied In-Person and the interview consisted of a Phone Interview and a Group/Panel Interview.
More Fidelity Investments Financial Representative Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Capital Markets at Fidelity Investments
Posted Dec 8, 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 Nov 2011 (took a day)
The interview consisted of 6 1:1 interviews over a span of three hours. It was very simple and basic. There was nothing hard to answer. It was really more about fit than about your technical skills. You met with VPs of different areas and they typically asked you the same questions but they varied at times. Overall, it was a good interview. I just wished they had given feed back.
Interview Questions
Other Details
I got the interview through a Recruiter 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.
More Fidelity Investments Equity Research Associate Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Equity Research Analyst at Fidelity Investments
Posted Dec 6, 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 Dec 2011 in Hong Kong (Hong Kong) (took a day)
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
Other Details
The interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Representative at Fidelity Investments
Posted Nov 28, 2011 — 1 of 1 people found this helpful
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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 Nov 2011 in Salt Lake City, UT (took 8 months)
A month or two after I applied online, I was contacted by Fidelity through email. The email established a date and time I would be contacted via telephone by a representative from Fidelity. In the call (which I received around 2 months after my application submission), the representative told me the details of the job: employment specifics, salary, hiring dates etc. After she outlined the details of the work, she asked whether or not I was prepared for a phone interview. I agreed to take it. After giving me the behavioral-based interview, the interviewer reviewed the interview with me to tell me the places where my responses could be strengthened. After the interview she said she would stay in touch with me and let me know more details about a hiring date.
Periodically throughout the next few months the Fidelity representative would contact me with updates on potential hiring dates. The periodic updates continued for four or five months without any date coming to fruition. Finally, I was contacted with an set hiring date and was given the details of when and where to for an in-person interview.
On the day of the interview I arrived at the Fidelity office. There were 8-10 people in the interview group with me. We were greeted by a woman who took attendance, then escorted us upstairs to a conference room. In the conference room we were shown a slideshow detailing the company, salary and benefits. After, another representative met with us to discuss the work itself. Finally, a manager of the position we were applying for came to answer any questions we had.
At the end of the presentation around 20 managers came in to the room. Each candidate was escorted out of by two of the managers. The two managers assigned to me gave me a short tour of the floor we were on and then took me to a small conference room. In the conference room I had a 2:1 interview. The questions were very similar to the questions I had received during my phone interview.
After the interview, I was shown around a few of the floors by the managers, then I was taken to another conference room on the base level where I took a test. After that I was free to leave.
About 3 days later I received a call from the first representative I had been in contact with over the months of the process who notified me that I had been hired.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Presentation, an IQ/Intelligence Test, a Skills Test, a Drug Test and a Background Check.
More Fidelity Investments Financial Representative Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Benefits Outsourcing/Administration at Fidelity Investments
Posted Nov 25, 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 Sep 2011 in Albuquerque, NM (took a day)
I initially contacted Fidelity about a specific position. Once on their candidate system, they sent emails regularly with other positions I might be interested in. Some were not a fit, but many did fit my background and interests and were worth the time to apply specifically to. Eventually landed a phone interview with an internal recruiter who was very willing to find out what I was really interested in and guiding me to the best position fits. No onsite interview yet, but still consider this open.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
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