International Small Cap Research Analyst
Boston, MA - USA
Job Summary
Note: Fidelity will not provide immigration sponsorship for U.S.-based employment associated with this position.
The Role
The International Small Cap Research Analyst will work closely with Fidelitys portfolio managers and play a vital role in contributing to our mutual funds investment performance. The analyst will be responsible for researching and covering companies within designated sectors of the international small cap universe and developing investment recommendations through deep fundamental analysis.
Analysts have full responsibility for coverage of assigned companies. This includes building financial models analyzing industry dynamics assessing valuation opportunities conducting proprietary research meeting with company management teams and communicating investment recommendations.
The Value You Deliver
You will identify new investment opportunities and monitor existing positions across your assigned sectors. Working closely with portfolio managers and fellow analysts you will contribute to portfolio performance through high-conviction investment ideas based on independent thinking and differentiated research.
Responsibilities include:
Generating investment ideas through proprietary research quantitative screens company meetings industry conferences and other research sources. Performing fundamental company industry and competitive analysis.
Identifying underfollowed misunderstood or mispriced companies before they become broadly recognized by the market. Creating and maintaining financial models valuations recommendations and target prices.
Communicating investment insights and recommendations with conviction and clarity through discussions presentations and written research.
Collaborating with analysts and portfolio managers in a high-performing results-oriented investment environment.
The Expertise and Skills You Bring
Multiple years of investment research experience preferably in international equities global equities or small-cap investing.
Bachelors degree required; CFA or advanced degree preferred.
Demonstrated passion for investing stock picking and fundamental research. Strong ownership mentality work ethic and commitment to investment excellence.
Exceptional analytical financial modeling and communication skills. Ability to think independently and adapt as new information emerges.
Strong business judgment intellectual curiosity and pattern recognition abilities.
Confidence and maturity to engage with senior management teams.
The Ideal Candidate
The ideal candidate is a passionate investor who thrives on uncovering underfollowed companies developing differentiated perspectives and generating ideas that positively impact portfolio performance. They combine rigorous analytical skills with intellectual curiosity and independent thinking.
Most importantly they are motivated by the pursuit of investment excellence and a desire to deliver strong outcomes for clients.
The Group
Fidelity Investments has long been a leader in managing equity portfolios with roots dating back to the 1940s. Fidelitys Equity division is responsible for managing diversified and industry-specific funds for millions of investors. The division consists of portfolio managers research analysts research associates sector specialists and traders who work together to deliver exceptional investment outcomes. Over the years its capabilities have grown substantially with investment strategies designed across style capitalization sector and geography.
The Equity team relies on its proprietary research disciplined portfolio management and sophisticated trading process to evaluate construct and manage investment portfolios and deliver superior long-term results.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently some roles and locations require 100% onsite presence while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Required Experience:
IC
About Company
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