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International Small Cap Research Analyst

Fidelity Investments

Boston, MA | Hong Kong | London, US$150k – $250konsite

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About this role

Job Description:

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 Fidelity's 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.

• Bachelor's 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. Fidelity’s 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.

Fidelity’s 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.

The base salary range for this position is $150,000 - $250,000 per year.   Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s 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.

Certifications:

Category:

Investment Professionals

Salary insight

The midpoint of this range ($200k) is about 29% above the median disclosed salary for Boston roles listed on ForgeApply ($156k across 2,180 jobs).

Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.

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