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Equity Research Analyst - 1504575

Company: Fidelity Investments
Location: Boston, MA
Posted on: April 17, 2015

Job Description:

Duties: The Equity Research Analyst will perform fundamental equity

research on a coverage universe, providing investment ideas for the

portfolios and contributing to the investment performance of the firm.

Primary Responsibilities:

• Generate proprietary fundamental analysis of the sector, the

industry, the companies and the stocks by meeting with top management of

companies, industry experts, sell-side analysts and experienced colleagues.

• Create detailed financial projections for the companies and develop

valuation analysis on the stocks to develop investment recommendations

(versus sector, versus market) for the assigned stocks.

• Investigate stocks generated by the proprietary ranking process to

identify potential to meet the fund’s key criteria of attractive valuation

and future positive change.

• Identify stocks through Analyst’s own process of monitoring

opportunities in his/her sub-sector area(s) by, for example, using screens,

Fidelity research and sell-side research, and meeting with management teams.

• Maintain coverage of assigned sector stocks held in the sector

portfolio, including: performing industry analysis- monitoring trends and

developing a view regarding the relative attractiveness of the assigned sub

sectors; maintaining up-to-date recommendations and target prices; creating

and maintaining proprietary financial models and valuation analysis;

monitoring investment thesis to track progress of improving dynamics and

other critical variables; conducting proprietary research; and

collaborating with other Fidelity Analysts and supplementing their work in

support of the assigned sub sectors.

• Communicate updates and recommendations to the sector team and

broader Fidelity investment organization, including in-person discussions,

supplemented by written reports, as needed.

Requirements: MBA or Master’s degree (or foreign education equivalent)

in Finance, Economics, Business or Mathematics and two (2) years of

experience in the job offered or two (2) years of experience performing

fundamental equity and quantitative research of consumer durable goods

sector fundamentals. Also Requires: Demonstrated Expertise (“DE”)

performing quantitative modeling and building supply demand models of

consumer durable goods companies and sector performance, using Excel,

Bloomberg; FactSet, Capital IQ, and Haver DLX; DE building financial

valuation models, industry supply-demand models, equity screening models,

including analysis of impact of macro-economic factors and raw materials on

demand, profitability, and returns; DE conducting interviews of C-level

executives of publicly traded companies, industry experts, and industry

participants -- competitors and suppliers -- to develop actionable

investment insights; DE performing primary and secondary research to

analyze consumer trends to project implications on financial results, and

converting research results into and presenting written and verbal

investment proposals within the consumer durable goods sector to portfolio

managers.

To apply, visit http://jobs.fidelity.com and search for Job Number 1504575.

Keywords: Fidelity Investments, Boston , Equity Research Analyst - 1504575, Finance , Boston, MA, Massachusetts


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