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Equity Domestic Research Analyst I-Low -1704537

Company: Fidelity Investments
Location: Boston, MA
Posted on: May 19, 2017

Job Description:

Duties: Fidelityís global Equity Capital Markets (ECM) team is focused on
creating unique investment opportunities and managing new issue processes
for the benefit of Fidelityís client investor funds. Our objective is to
enhance investment performance and to maximize the deployment of investment
capital against attractive opportunities.

We are currently recruiting for a Research Analyst to join our office based
in Boston. The Analyst will report to the Chief Investment Officer/Head of
Equity Capital Markets.

Primary Responsibilities

This Analyst will be responsible for both identifying new opportunities and
monitoring existing positions within assigned Equity Capital Market
positions. This Analyst will work closely with the Portfolio Managers,
other Analysts, and members of the Equity Capital Markets team while
playing a vital role in contributing to the investment performance of those
products.

Specific responsibilities include:

1. Generate and validate new ideas that are consistent with the teamís
investment process. Specifically, idea generation involves:
a. Investigating private placement opportunities generated by the
proprietary process to identify potential to meet the fundís key criteria
of attractive valuation and future positive change. This process typically
requires a quick look and, for those companies that continue to meet the
fundís criteria, more extensive fundamental analysis.
b. Identifying companies through Analystís own process of monitoring
opportunities in his/her sub-sector area(s) by, for example, using screens,
Fidelity research, and sell-side research.

2. Perform Fair Value (FV) analysis on 15+ illiquid securities held in
the Fidelity Funds on a monthly basis using Discounted Cash Flow (DCF),
comparable multiples, comparable transactions, and other valuation
approaches. Collect and maintain the necessary documentation for the inputs
into the FV process. Discuss the FV inputs and process with internal and
external auditors.

3. Maintain coverage of assigned positions held in the required
portfolios. Specifically, coverage involves:
a. Performing industry analysis -- monitoring trends and developing a
view regarding the relative attractiveness of the assigned sub sectors.
b. Maintaining up-to-date recommendations and target prices.
c. Creating and maintaining proprietary financial models and valuation
analysis.
d. Monitoring investment thesis to track progress of improving
dynamics and other critical variables.
e. Conducting proprietary research.
f. Collaborating with other Fidelity Analysts.
g. Interacting with company management through meetings and calls.

4. Communicate updates and recommendations to the Fidelity investment
organization. The most important form of communication will be in-person
discussions, supplemented by brief written reports, voicemails, and emails.

Requirements: Bachelorís degree (or foreign education equivalent) in
Economics, Finance, Business Administration, Mathematics, or a closely
related field, and two (2) years of experience in the job offered or two
(2) years of experience in buy-side fundamental equity research within the
technology sector. Candidate must also possess: Demonstrated Expertise
(ďDEĒ) developing long-term investment strategies within the technology
sector -- specifically Telecommunications Equipment Supply Chain verticals,
or Semiconductor and Electronic Supply Chain verticals -- to inform stock
selection recommendations for portfolio managers throughout the business
cycle; DE developing sensitivity models to analyze the impact of macro
events, including impact of unit demand on company-specific business models
within the technology sector -- specifically Telecommunications Equipment
Supply Chain verticals, or Semiconductor and Electronic Supply Chain
verticals; DE analyzing technology business models and market cycles --
market share, product differentiation, customer preference, earnings and
revenue projection -- and performing proprietary equity research and
analysis (including building earnings forecasts and revenue models using
Excel, Bloomberg, and FactSet); and DE conducting interviews of C-level
executives of publicly traded companies, industry experts, and industry
participants -- competitors and suppliers -- to develop actionable
investment insights to support stock selection recommendations for
portfolio managers.

To apply, visit http://jobs.fidelity.com and search for Job Number 1704537.

Keywords: Fidelity Investments, Boston, Equity Domestic Research Analyst I-Low -1704537, Finance, Boston, MA, Massachusetts


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