Can anyone give me insight to fidelity treasury position? Culture, work, pay and exit opps? How is internal mobility within Fidelity?

Thanks

Hello everyone,

So I have a phone screen with Fidelity coming up tomorrow, not with an HR but with an analyst instead. If anyone who had experience having an interview with them PM me or post here about their interview experiences that would be great. I have seen a couple of historical posts about people's final rounds but haven't heard much about the questions they ask in the phone screen, especially since I'm talking to an analyst not HR.

Thanks!

Does anyone know how to make a mutual fund available for people to buy at places like Fidelity or Schwab? How much do you have to pay those firms?

Post

Hi all,

I just got first round for fidelity high yield, but i haven't been able to find any resources on the general structure of their interview. Has anyone had experience with interviewing with them / can you shed some light on some of the questions they will ask?

Also can anyone point to good resources to read up on high yield investing?

Thanks a bunch and love the site!

I have a final round interview for a full-time US based Sector Speicalist position at Fidelity (FMR) coming up next week.

I have been went through two phone interviews and finally get an on-site invitation. The HR told me that I will need to take the p-test in house, and then have a few additional interviews (probably 2 or 3) after that.

However, she didn't explain in details what is "p-test". As far as I know, the "p-test" is based on excel and I might need to do a presentation after that but no details disclosed so far.

I would like to know,

- Has anybody here been through the interview process? especially for the “p-test". Any idea whaat it looks like? (I doubt it will be a stock pitch as the time won't permit).

I applied to the moonray investors programme of fidelity and had my telephone interview 2 weeks ago.

they told me they would come back to me until last friday, but nothing happened.

is here someone else how applied to moonray or fidelity? and heard back?
AND what are your thoughts, is it a bad sign that they didnt contact me until the deadline they told me?

Hi all,
I was wondering if anyone can tell me what Fidelity's 1st and 2nd round interview process are like? I heard fidelity is intense, can someone shed some light?

Anyone know? Ive looked all around and can't find. Thanks.

Hey what's up? I will be graduating with a 3.8 GPA in finance from a state school in Texas next month and to be completely honest the job search has been brutal. I've had multiple second round interviews, but no offers. Not that it really matters, but I don't know anyone that is graduating from my school in finance with a job right now.

I am hoping someone can provide some insight into the possible career path for a Fidelity financial representative. Obviously this entry-level position is not ideal, but is it something where I can get into an actual finance job from this position or not so much?

Thanks for the help.

Can someone please explain what an internship at a Fidelity Investor center would entail and if its even worth a sophmore summer. Will it develop any an relivent skillset and present leverage for something soild jr year such as banking,consulting,trading,AM? I would figure the name Fidelity Investments means something but what about the experience?

Hey guys,

Just wondering what a first year equity research associate (straight out of undergrad) makes at Fidelity Investments. Supposedly it's competitive with IBanking, but some actual numbers would be greatly appreciated.

Thanks!

Are there any RIA's on this board?

If so, could you post up what custodial service you use and whether you feel limited by the platform in any way. Do you have a hard time allocating block trades, managing a separate account, ect?

Is there any functionality that your custodian doesn't provide that you would like to see?

Any feedback would be really helpful. Thanks.

I have an interview coming up for a "quantitative research analyst" role at Fidelity. What is the salary/bonus like for a job like this? Also, what is the typical career path like?

Many of my friends tell me that they would take this over any IBD job because people in IBD/PE want to exit to a buy-side fund like Fidelity. Is this true? Would any of you take this job over a investment banking position at Wells Fargo?

I would really appreciate any insight into this.

I have a final round interview for FT ER associate in Fidelity International Investments coming up toward the end of this month.

I asked the hr for details on the interview and he told me there would be a case study called "p-test" in which intervieweees are expected to analyse a stock (handpicked by fidelity, probably a consumer/retail company). I would be given a week to do the analysis before the actual interview takes place. Apart from that, there would be a few general interviews as well.

Just want to know,

- Has anybody here been thru the process? I read the previous posts in this forum but there are few about buy-side research (why?).
- What do they usually ask in general interviews? never been thru a buysde interview before.

I recently received a couple of offers for analyst positions with MM firms (William Blair, Jefferies, etc.) as well as some for equity research positions (Fidelity), and am having a difficult time weighing the pros and cons of each because in some ways they are very different.

In 3 or so years, I could see myself attending business school, and am wondering which path would better prepare me for admission to one of the top business schools?

At the same time, I am not sure that business school will definitely be my next step following this job, so I am curious which position (MM ibd at a place like William Blair vs. equity research at firms like Fidelity) would give me a wider range of exit opportunities?

Anybody have any insight as to the similarities and differences in the work environment at firms such as Fidelity and Vanguard as opposed to MS and GS?

Cheers.

Hey I have an interview for consulting business analyst at fidelity coming up and I was wondering if anyone knew what to expect from it.

thanks

Hey guys, I got an interview with Fidelity for "equity trading business associate." I was wondering if anyone knew how to prepare for these interviews and what to expect. Also...perhaps what exactly the job is. I assume it is mostly just executing trades for higher ups?

Description:
This role is a 2-year program that will give you experience working with Portfolio Managers, Research Analysts, Traders, and Investment Operations professionals. The candidate will have and have a genuine interest in the financial markets will help in problem resolution, idea generation, technology solutions, workflow management and relationship building.

Responsibilities that the Associate may be involved in:

I was just wondering if anyone had any interview experience/or professional experience with Fidelity - or more specifically their Fixed Income Structured Products group.

I have an interview with them coming up and from what they told me I have a bunch of interviews in the morning and then if I do well I present a credit report in the afternoon.

What sort of exit opps/salary would I be looking at? I can't imagine that working with mortgage backed securities and such would be that good of a career decision especially after the whole housing bubble thing....

Any help/advice is appreciated. Thanks.

How well does Fidelity Equity Research place into med/large hedge funds (500M-5B)? Is 2 year Fidelity -> H/W/S/M B school -> Hedge Fund typical?

So there have been a number of posts on fidelity and fidelity trading--but I am curious as to what people now about Fidelity Capital Markets Sales & Trading. (Unlike people have posted Fidelity does actually have S&T)

How would this compare to BB S&T (I know this question has been asked, but none of the responders seem to note that this is an actually S&T desk)

http://jobs.fidelity.com/findajob/student/Recruitm... (see the asst. trader position for undergrads)
https://www.fidelitycapitalmarkets.com/execution_s...

I've also seen on here Fidelity pays above street, but in this case do you think that would be true?

Equity Trading at Fidelity?

What are you pros and cons? What are the exit opps? Could really use some help. Thanks!

Firstly, I apologise if this post is cluttering the forum. This is my first visit to the site, I did a search but couldn't see a relevant thread. If there is one then please point me in its direction to save time.

I have a final round with Fidelity next week for a summer internship in equity research in London. This is my first ever interview for a buy-side role. At each of my BB interviews I haven't been asked anything remotely technical or market related. My education is in engineering so my understanding of these areas is limited.

A few technical questions came up in the tele interview; I went through the different valuation ratios that I had researched and had to talk about a sector that I found interesting and what macro-econ factors where impacting it. This is about as far as my knowledge stretches.

I've looked at a couple of research reports, looked up the services Fidelity offer on their fund supermarket site, prepared answers for almost every competency/motivational question I can think of. What else can I be doing for the next week to improve my chances?

Any advice would be greatly appreciated. Apologies once again if creating this thread was unnecessary.

Hi guys,

So I have a final round this week at Fidelity Management Research (FMR) for their Technical Research Associate summer internship.

The position is in their equity research division, but it is *technical* and not fundamental research.

They said that this is a new program for an internship, so I might not have much to go on, but I was wondering if people had any advice on what questions to expect?

Thanks in advance!

I received an offer from BNP Paribas in New York to work in Fixed Income sales and structuring this summer. I also have final rounds coming up with Fidelity for Equity Research this summer and although I don't have an offer yet, I'm not sure if I do get an offer which one to take.
I absolutely loved everyone at BNP and 3 MDs have taken the effort to call me/keep in touch and try to convince me to come. I definitely felt that I would be exposed to upper management and learn alot as well as be in a really fun and diverse environment at a very stable bank.
However, I really like the culture at Fidelity as well and I know the pay is a bit higher. In the long run, I think no matter where I am I would like to end up at Fidelity or a similar buy side/investment management firm.

I received an offer from BNP Paribas in New York to work in Fixed Income sales and structuring this summer. I also have final rounds coming up with Fidelity for Equity Research this summer and although I don't have an offer yet, I'm not sure if I do get an offer which one to take.

I absolutely loved everyone at BNP and 3 MDs have taken the effort to call me/keep in touch and try to convince me to come. I definitely felt that I would be exposed to upper management and learn alot as well as be in a really fun and diverse environment at a very stable bank.

However, I really like the culture at Fidelity as well and I know the pay is a bit higher. In the long run, I think no matter where I am I would like to end up at Fidelity or a similar buy side/investment management firm.