Fidelity Investments Interview Questions

155 total interview insight submissions
Interview Experience (97%)

The Interview Experience is a score from 1 star (very negative) to 5 stars (very positive) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

3.8
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (95%)

The Interview Difficulty is a score ranging from very difficult (red) to very easy (green) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. The higher the number, the more difficult the interviews on average. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more insights, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire data set.

3
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult
% Interns - FT Offers (89%)

The % of Interns Getting a Full Time Offer chart is meant to provide a realistic estimate of the hiring practices of the company based on the reviews at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to the simple company average and away from the average of the entire data set.

54%
  • 0%
  • 10%
  • 20%
  • 30%
  • 40%
  • 50%
  • 60%
  • 70%
  • 80%
  • 90%
  • 100%

Interviews at Fidelity Investments

Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
Vice President
Year 2020
Job Title Vice President
Group/Division Quantitative Research
Location East Merrimack
Experience
Negative
Difficulty
Average
Quant
Year 2023
Job Title Quant
Group/Division Quantitative Research
Location Boston
Experience
Positive
Difficulty
Average
Intern
Year 2020
Job Title Intern
Group/Division Generalist
Location Boston
Experience
Neutral
Difficulty
Very Easy
Student / Prospective Monkey
Year 2023
Job Title Student / Prospective Monkey
Group/Division Sales and Trading
Location Boston
Experience
Positive
Difficulty
Average
Intern
Year 2023
Job Title Intern
Group/Division Asset Management
Location New York
Experience
Very Positive
Difficulty
Easy
Intern
Year 2023
Job Title Intern
Group/Division Equity Research
Location Toronto
Experience
Positive
Difficulty
Difficult
Summer Associate Intern
Year 2019
Job Title Summer Associate Intern
Group/Division Investment Research
Location Toronto
Experience
Neutral
Difficulty
Difficult
Intern
Year 2021
Job Title Intern
Group/Division Equity Research
Location Boston
Experience
Very Positive
Difficulty
Easy
Summer Associate Intern
Year 2023
Job Title Summer Associate Intern
Group/Division Equity Research
Location Boston
Experience
Neutral
Difficulty
Difficult
Summer Associate Intern
Year 2022
Job Title Summer Associate Intern
Group/Division Equity Research
Location Boston
Experience
Neutral
Difficulty
Average

Interview Questions & Answers - Fidelity Investments Examples

quant researcher Interview - Quantitative Research

Anonymous interview candidate in East Merrimack
Interviewed: April 2020
Outcome
No Offer
Interview Source
Recruiter
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Skills Test
Interview
First spoke with the HR, and then met with the hiring manager and another member of the team for 1 hour video call, followed by a problem set. I never heard back after submitting the problem set, so I am not sure about the following steps.
Interview Questions
The video call was nice and the problem set was standard with portfolio optimization questions. I tried to reach out but didn't get any response.

Quant Interview - Quantitative Research

Anonymous interview candidate in Boston
Interviewed: August 2023
Outcome
No Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Group Interview
Drug Test
Background Check
Interview
The interview process was very smooth. Talked to 5–6 interviewers across the organization. First one is with the hiring manager. Second one with Quants.
Interview Questions
Nothing

Finance AM Interview - Generalist

Anonymous employee in Boston
Interviewed: November 2020
Outcome
Accepted Offer
Interview Source
Recruiter
Length of Process
Less than 1 month
Application
Phone Interview
Group Interview
Interview
It started off with a phone interview with a recruiter and then a final round with 2 VPs, they asked questions about the markets and assets.
Interview Questions
How do you view where the market is trending right now?

Equity Trading Intern Interview - Sales and Trading

Anonymous interview candidate in Boston
Interviewed: June 2023
Outcome
No Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
1 on 1 Interview
Interview
Applied online through handshake invitation, received invitation to first round interview within 2-3 weeks. Interview was primarily behavioral. Interviewer (HR) was very nice and open, asked around 6 questions (behavioral).
Interview Questions
What skills do you have best that fit with Fidelity?

Associate Sector Specialist Intern Interview - Asset Management

Anonymous interview candidate in New York
Interviewed: June 2023
Outcome
Declined Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
1 on 1 Interview
Interview
It was a very straightforward interview process. After submitting my application after two weeks I was given an email to schedule a one-on-one zoom interview where we went over basic technicals, and we also went over my resume as well. They asked about some behaviorials too. The whole interview lasted around 30 minutes and at the end, I was allotted time to ask questions about the role and the firm. A few weeks later I was invited to a superday, and this superday consisted of five separate interviews, all with varying difficulty and different types of questions asked. The super day was much more focused on technicals. A day later I got a call saying that I had received an offer with the firm.
Interview Questions
Walk me through a DCF

Equity Research Intern Interview - Equity Research

Anonymous interview candidate in Toronto
Interviewed: May 2023
Outcome
No Offer
Interview Source
Employee Referral
Length of Process
Less than 1 month
Application
1 on 1 Interview
Interview
The interview consisted of two one on one zoom interviews with directors on the team. Extremely conceptual technical questions and behavioural questions were focused on why you were interested in investing/equity research and the firm itself.
Interview Questions
There was a case study regarding a made fast food restaurant that served vegan food; the follow-up questions were focused on what due diligence questions you would ask and what your opinion on investing in the business after they gave more info (cap-ex info, expansion costs etc)

Summer Analyst Interview - Investment Research

Anonymous interview candidate in Toronto
Interviewed: August 2019
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
Less than 1 month
Application
1 on 1 Interview
Interview
First round interview with a senior employee. Asked for two different stock pitches and was asked for specific multiples and ratios for each.
Interview Questions
Second stock pitch

Investment Research Interview - Equity Research

Anonymous interview candidate in Boston
Interviewed: June 2021
Outcome
No Offer
Interview Source
Applied Online
Length of Process
2-3 months
Application
1 on 1 Interview
Interview
It was relatively easy process - the majority of questions were behavioral with one or two stock pitches. Very friendly people and would definitely interview again for another position.
Interview Questions
What is your biggest takeaway from university?

Equity Research Associate Interview - Equity Research

Anonymous interview candidate in Boston
Interviewed: March 2023
Outcome
No Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
Phone Interview
Presentation
Interview
First round was a screener with HR. Superday was 3 interviews - each 30 minutes. You had to pitch a stock and know a lot about the markets. They asked some crazy random situational and brain teaser questions.
Interview Questions
What is your philosophy on risk? Pitch me a stock. Would you prefer $100 today or $110 a year from now?

Equity Research Associate Intern Interview - Equity Research

Anonymous interview candidate in Boston
Interviewed: March 2022
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
1 on 1 Interview
Interview
The 1-1 was with recuiter, all behavioral. The superday was 3 interviews, more technical but fit as well
Interview Questions
How do you manage risk?