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      Fidelity Investments

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      Equity Research Associate Interview

      Oct 11, 2017
      Anonymous Interview Candidate
      Boston, MA
      No offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 3 weeks. I interviewed at Fidelity Investments (Boston, MA) in Aug 2017

      Interview

      I had 2 video interviews, one with a recruiter and one with a portfolio manager, followed by a final round of interviews at the Boston office. The interview process took 3 weeks.

      Interview questions [1]

      Question 1

      Pitch a stock
      Answer question

      Other Equity Research Associate Interview Reviews for Fidelity Investments

      Equity Research Associate Interview

      Sep 30, 2024
      Anonymous Interview Candidate
      Toronto, ON
      No offer
      Positive experience
      Difficult interview

      Application

      I applied online. I interviewed at Fidelity Investments (Toronto, ON)

      Interview

      Many stages. Pre-screening call with recruiter to understand the role. Next, Pre-screening with hiring manager - short pitching of a stock of choice (30mins); Next round 2, 2 stage Technical with hiring managers; Next round 3, panel interview with PMs; and final round, presentation to panel of PMs - stock idea (detailed)

      Interview questions [1]

      Question 1

      Q. about myself, past experience, etc
      Answer question
      3

      Equity Research Associate Interview

      Oct 20, 2025
      Anonymous Interview Candidate
      Toronto, ON
      No offer
      Positive experience
      Difficult interview

      Application

      I applied through an employee referral. I interviewed at Fidelity Investments (Toronto, ON) in Sep 2024

      Interview

      Very selective if not out of internship. First and second round are one on one chats with PMs focused around passion and ability (technicals and behaviourals). Final round is an in person stock pitch in front of 20 or so PMs. Sharp team- prepare accordingly

      Interview questions [1]

      Question 1

      Tell me a stock you would short
      Answer question

      Equity Research Associate Interview

      Apr 26, 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 5 weeks. I interviewed at Fidelity Investments

      Interview

      1 interview with HR, superday 4 people (30 min each). Mostly behavioral, great people to interview with since it was very conversational. Fidelity has great culture, make sure to know why equity research, why fidelity. Be prepared to talk about extracurriculars and other interests.

      Interview questions [1]

      Question 1

      A company you have been following /Stock pitch
      Answer question

      Fidelity Investments interviews FAQs

      • Equity Research Associate applicants have rated the interview process at Fidelity Investments with 3.3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 58% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Equity Research Associate roles take an average of 16 days to get hired, when considering 14 user submitted interviews for this role. To compare, the hiring process at Fidelity Investments overall takes an average of 28 days.
      • Common stages of the interview process at Fidelity Investments as a Equity Research Associate according to 14 Glassdoor interviews include:

        One on one interview:  40%

        Phone interview:  20%

        Background check:  15%

        Group panel interview:  10%

        Drug test:  5%

        Presentation:  5%

        Skills test:  5%

      • Here are the most commonly searched roles for interview reports -

        1. Software Engineer(941) ;
        2. Customer Relationship Advocate(815) ;
        3. Financial Representative(495) ;
        4. Senior Software Engineer(379) ;
        5. Customer Service Representative(345) ;
        6. Director(316) ;
        7. Lead Software Engineer(289) ;
        8. Intern(280) ;
        9. Principal Software Engineer(236) ;
        10. Financial Consultant(226) ;
        11. Vice President(218) ;
        12. Investment Solutions Representative(210) ;
        13. Analyst(204) ;
        14. Financial Services Representative(182) ;
        15. Business Analyst(173) .


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      Jobs at Fidelity Investments

      469 jobs in United States
      Equity Sector Specialist
      Boston, MA
      ·
      $90K - $175K /yr
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      $80K - $153K /yr
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      Analyst, Equity Investment Services
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      $80K - $153K /yr
      (Employer provided)
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      Quantitative Analyst
      Boston, MA
      ·
      $100K - $200K /yr
      (Employer provided)
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      Quantitative Portfolio Analyst, Portfolio Engineering
      Boston, MA
      ·
      $100K - $200K /yr
      (Employer provided)
      View job
      View all Equity Research Associate Jobs