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Equity Research Analyst I - 1803219

Company: Fidelity Investments
Location: Boston, MA
Posted on: April 13, 2018

Job Description:

Duties: We are currently recruiting for a Research Analyst to join our

office based in Boston. The Analyst will report to the Managing Director of

Research.

Primary Responsibilities:

This Analyst will be responsible for both identifying new opportunities and

monitoring existing positions across his/her assigned sub-sector(s). This

Analyst will work closely with the Portfolio Managers and other Analysts on

the International team and play a vital role in contributing to the

investment performance of those products.

Specific responsibilities include:

1. Generate and validate new ideas within his/her sub-sector area(s)

that are consistent with the team’s investment process. Specifically, idea

generation involves:

a. Investigate stocks generated by the proprietary ranking process to

identify potential to meet the fund’s key criteria of attractive valuation

and future positive change. This process typically has a quick look and,

for those stocks that continue to meet the fund’s criteria, more extensive

fundamental analysis.

b. Identify stocks through Analyst’s own process of monitoring

opportunities in his/her sub-sector area(s) by, for example, using screens,

Fidelity research, and sell-side research.

2. Maintain coverage of assigned sector stocks held in the required

portfolios. Specifically, coverage involves:

a. Performing industry analysis -- monitoring trends and developing a

view regarding the relative attractiveness of the assigned sub sectors.

b. Maintaining up-to date recommendations and target prices.

c. Creating and maintaining proprietary financial models and valuation

analysis.

d. Monitoring investment thesis to track progress of improving

dynamics and other critical variables.

e. Conducting proprietary research.

f. Collaborating with other Fidelity Analysts.

g. Interacting with company management through meetings and calls.

3. Communicate updates and recommendations to the International team

and broader Fidelity investment organization. The most important form of

communication will be in-person discussions, supplemented by brief written

reports, voicemails and emails as needed.

Requirements: Bachelor’s degree (or foreign education equivalent) in

Finance, Economics, Accounting, Statistics, Business Administration,

Mathematics, or a closely related field and two (2) years of experience in

the job offered or two (2) years of experience performing buy-side

fundamental equity research within the utilities, infrastructure and

consumer, or business services sectors. Candidate must also possess:

Demonstrated Expertise (“DE”) developing long-term investment strategies

within the utilities, infrastructure and consumer, or business services

sectors — including analysis around global construction and consumption

trends -- to inform stock selection recommendations for portfolio managers

through the business cycle; DE analyzing a wide range of multi-sector

business models and market factors -- market share, product

differentiation, customer preference, earnings and revenue projections --

and performing proprietary equity research and analysis (including building

earnings forecasts and revenue models using Excel, Bloomberg, and Factset);

DE conducting interviews of C-level executives of publicly traded

companies, industry experts, and industry participants to develop

actionable investment insights to support stock selection recommendations

for portfolio managers; DE performing industry analysis, including supply-

demand models, conducting channel checks and consumer surveys, building MS

Excel forecast/valuation models with multiple operating and capital

structure scenarios, and running Bloomberg screens for idea generation.

To apply, visit http://jobs.fidelity.com and search for Job Number 1803219.

Keywords: Fidelity Investments, Framingham , Equity Research Analyst I - 1803219, Finance , Boston, MA, Massachusetts


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