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Fidelity Investments Research Associate Interview Questions & Reviews

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Difficult Interview

Research Associate Interview

Research Associate
Boston, MA

I applied through an employee referral - interviewed at Fidelity Investments in January 2013.

Interview Details – First round was a phone interview consisting of mostly fit questions. There was also a stock pitch component. No real account knowledge needed.
Superday in Boston was 6 interviews back to back with people ranging from HR to Research Analyst to PM. Some basic case studies (not nearly as involved as consulting case studies), more stock pitches that were drilled more than in the phone interview, and more fit questions.

Interview Question – If you had a business producing bottled water, how could you go about reducing costs?   Answer Question


3 people found this helpful

Accepted Offer

Neutral Experience

Difficult Interview

Research Associate Interview

Research Associate
Boston, MA

I applied through college or university and the process took 2 days - interviewed at Fidelity Investments in January 2009.

Interview Details – Well organized. Met a lot of people. Overall made a strong impression,
mostly 1:1 meetings with a "stock pitch" at the end.
Advice: do not over think the stock pitch - there is not a lot that could be learned on a co' in 2.5 hours - focus on what you can know and not on what you can't and make assumptions when necessary. Communicate your assumptions and the reasons behind them. Stay focused and confident but open for additional data/ views.


1 person found this helpful

No Offer

Neutral Experience

Difficult Interview

Research Associate Interview

Research Associate

The process took a day - interviewed at Fidelity Investments in September 2011.

Interview Details – 3-4 1:1 interviews, each 30 minutes long. A couple of interviewers will ask fit related questions, while more technical interviews consist of stock picks or in many cases case-questions on the analysis of a company.

1 group interview on a stock recommendation for a company they provide for you a week in advance. They require a 3-page research discussion, as well as an excel model of the financial statements.

Interview Question – What other firms did you apply to in the process?   Answer Question

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