Fidelity Investments Institutional Services

Fidelity Investments Institutional Services Reviews

37 Reviews
37 Reviews
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Fidelity Investments Institutional Services President Peter Cieszko
Peter Cieszko
11 Ratings

    Privately-held company offers major benefits...

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Fidelity Investments Institutional Services full-time (more than 3 years)


    Smart, driven employees. Everything isn't governed by quarterly earnings like most investment firms. Leader in almost every space it operates in. Lots of opportunities to move laterally, explore other career paths. Multi-year phantom stock grants create super sticky employees. Great internal training and development programs.


    Competition can be cut-throat at times, advancement (in responsibility and earning power) can feel overly orchestrated and prolonged. Longevity of some employees can create inertia within middle management.

    Advice to ManagementAdvice

    Keep your employees in the loop on strategy and direction, even the youngest and least experienced workers can make better decisions when they understand how their roles fit (or can be expanded) within the context of a larger business or initiative. Spend more time communicating the difference and value of remaining a privately-held company.

    No opinion of CEO

Fidelity Investments Institutional Services Interviews

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Financial Representative Interview

    Anonymous Employee in Covington, KY
    Anonymous Employee in Covington, KY
    Application Details

    I applied online. The process took 6 weeksinterviewed at Fidelity Investments Institutional Services in January 2013.

    Interview Details

    I applied sometime in Nov. on the website. I then went through the two phone interiews (the first gave a background of the position and the second was the same but inquired about your skills and knowledge). I then attended the in person interview this month with two managers.

    Interview Questions
    • Please try to be as detailed as possible regarding the technical question, business case, etc.   Answer Question
    No Offer
    Neutral Experience
    Average Interview

Fidelity Investments Institutional Services Awards & Accolades

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Additional Info

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Headquarters Latonia, KY
Size Unknown
Founded Unknown
Type Subsidiary or Business Segment
Industry Finance
Revenue Unknown / Non-Applicable
Competitors BNY Mellon, State Street, Citi

A subsidiary of mutual fund superpower Fidelity), Fidelity Investments Institutional Services, distributes Fidelity products and programs through investment professionals at banks, insurance companies, securities brokerages, financial planning firms, and other financial services providers. Doing business as Fidelity Financial Advisor Solutions, the firm offers Fidelity Advisor Funds (a family of more than 90 mutual funds), institutional money-market funds, cash management funds, international funds, and long-term investment plans. It also offers offshore-based funds for... More

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