Equity Sector Specialist
Job Description:
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 analyse 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, external research providers, and internal teams (data science, technology, market data) to enhance research capabilities.
What We’re Looking For
Education & Experience
Undergraduate degree with 1–2 years of relevant experience in securities investing, financial analysis, accounting, valuation, economics, or statistics.
A postgraduate qualification (e.g., Master’s degree) in finance, an investment-related field, a hard science, mathematics, or holding the CFA charter is advantageous.
Experience working with large language models and GenAI technologies.
Experience within the financials, utilities and/or real estate sectors is preferred but not essential.
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.
Analytical Expertise
Demonstrated interest or experience in fundamental securities 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.