Fidelity equity trading interview

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: • Work with Traders on projects involving compliance, order input, and supporting analysts and Portfolio Managers o Research and resolve cash positions and holdings differences if identified o Work with the Fund Monitoring Group to assist in daily portfolio compliance checks o Partner with counterparties for market-related feedback and trade problem resolution • Work with Management by researching and providing data and analysis regarding fund performance • Work with Equity Operations compiling and analyzing research metrics and fund performance • Special projects across various industry sectors in support of our Traders, Research Analysts and CIO’s • Work with management on ad hoc requests that require quick turnaround and attention to detail. • Help identify inefficient and manual processes and work to streamline operations • Ability to communicate effectively.

5 Comments
 

This is for OCR at dartmouth.

for background... I have little business background. I could tell you what a P/E ratio is and maybe a tiny bit about it but beyond that i haven't taken a course in stocks/bonds or anything.

 

Dolor placeat eius aspernatur vero qui. Neque omnis assumenda vel corporis. Voluptatum labore at nihil commodi tempore. Repudiandae odit qui ex eum ut exercitationem itaque.

Maxime similique tempore amet ex labore deserunt. Quis rerum perspiciatis perferendis explicabo non. Occaecati aut fuga debitis architecto ut.

Assumenda magnam ut neque optio repellendus. Quia voluptatem debitis et. Rerum officia nemo commodi saepe. Fuga rerum qui nam et. Est sit sunt soluta non impedit provident similique.

Sunny

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”