Top 13
Prep plan
Updated weekly · Last refresh Sep 21

Fidelity Investments Research Analyst Interview Questions

The questions to prepare for a Fidelity Investments Research Analyst interview. Questions from real interview reports rank first. Updated daily.

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1
Product SenseStart here. 4 questions · ~32 min
Intrinsic Value MethodHard

Tests your valuation framework, assumptions, and ability to adapt to market conditions.

Valuationmarket analysisFidelity Investments
Recommendation and RationaleMedium

Tests your investment decision-making process and ability to justify it with evidence.

Market Trendsinvestment thesisFidelity Investments
Investment Thesis RisksMedium

Tests your risk identification skills and how you stress-test an investment thesis.

Risk Assessmentinvestment thesisFidelity Investments
Macro Headwinds in PitchMedium

Tests your ability to incorporate macro factors into an equity thesis and recommendation.

Market Trendsmacroeconomic factorsinvestment thesisFidelity Investments
2
Behavioral & Leadership7 questions · ~56 min
Learning a Complex Concept FastMedium

Tests learning agility under customer pressure, plus technical communication, ownership, and the ability to translate new knowledge into customer impact.

CommunicationOwnershipDealing With AmbiguityFidelity Investments
Recent-Trend Behavioral ReadinessMedium

Assesses your ability to incorporate new information into your analysis and decision-making.

preparationFidelity Investments
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3
More topics2 questions · ~16 min
Short Thesis ChallengeHard

Evaluates your ability to identify downside risks and articulate a defensible short thesis.

Fidelity Investments
Stock Pitch PracticeMedium

Tests your ability to build a coherent investment thesis and communicate it clearly.

market analysisinvestment thesisFidelity Investments

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