Phone Interview for Fidelity ER Summer Internship

Hey Guys,

So I have a phone interview with Fidelity Investments for their Equity Research summer internship and I want to nail the first round. I was wondering if anyone has any advice they can give me on what to expect/Things to study prior to the interview...etc. I am a bit nervous, as I want to make it to the next round. I have heard they will ask me some technical questions, and possibly some case study questions. Are there any questions and good examples of case studies I should study? The more help/advice the better. Thanks guys.

14 Comments
 

Aut facilis eum tempore et molestias eius natus. Soluta tempore voluptatem cupiditate occaecati iste perferendis corrupti. Aut quaerat officia ut impedit sed. Nihil et numquam non optio.

Recusandae ipsum mollitia fugiat labore. Minus unde vel pariatur ea culpa ratione. Veritatis ipsa itaque ducimus et.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Guggenheim Partners 01 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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...”