Equity Sector Specialist

Note: Fidelity will not provide immigration sponsorship for this position.

The Group

Fidelity Investments has long been a leader in managing equity portfolios, with roots dating back to the 1940s. Fidelity’s Equity division is responsible for managing diversified and industry-specific funds for millions of investors. The division consists of portfolio managers, research analysts, research associates, sector specialists, and traders who work together to deliver exceptional investment outcomes. Over the years, its capabilities have grown substantially, with investment strategies designed across style, capitalization, sector, and geography.

The Equity team relies on its proprietary research, disciplined portfolio management, and sophisticated trading process to evaluate, construct, and manage investment portfolios and deliver superior long-term results.

The Role

We are seeking a Sector Specialist to join our Equity Research Department. In this role, you will be a key contributor to the investment process, partnering closely with analysts, associates, and portfolio managers across the division. You will report directly to a Managing Director of Research and play an integral part in driving research insights and supporting portfolio decisions.

What You’ll Do

• Provide research support to equity analysts and associates across multiple sectors.

• Aggregate and analyze industry data to identify trends and insights.

• Create visualizations of industry trends and analytical results.

• Streamline data collection and management processes for efficiency.

• Conduct analyses across fundamental, quantitative, and data science disciplines, including the use of large language models and artificial intelligence.

• Interpret findings, draw conclusions, and make actionable recommendations.

• Collaborate on stock-specific and industry presentations for internal stakeholders.

• Partner with global sector specialists, industry sources, Wall Street contacts, and internal teams (data science, technology, market data) to enhance research capabilities.

What We’re Looking For

Education & Experience

• Bachelor’s degree with 1–2+ years of relevant experience in security investing, financial analysis, accounting, valuation, economics, or statistics.

• Advanced degree in finance, investment-related disciplines, hard sciences, mathematics, or CFA designation is a plus.

• Experience in the real estate sector is preferred but not required.

Technical Skills

• Strong Excel/VBA skills and a passion for working with data.

• Proficiency in R and/or Python.

• Familiarity with financial databases such as Bloomberg and FactSet.

• Passion for leveraging AI to enhance research productivity and efficacy as well as a commitment to sharing best practices to accelerate adoption of AI tools.

Analytical Expertise

• Demonstrated interest or experience in fundamental security analysis, quantitative methods, and data science.

Communication

• Excellent written and verbal communication skills with the ability to clearly articulate research findings.

• Commitment to rigorous, evidence-based analysis and the integrity of the scientific method.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.