Equity Sector Specialist

Fidelity Bank is a leading financial institution that manages a diverse range of mutual funds and investment assets. They are seeking an Equity Sector Specialist to contribute to the investment process by providing research support, analyzing industry data, and collaborating with various teams to enhance research capabilities.

Responsibilities

• Provide research support to equity analysts and associates across multiple sectors
• Aggregate and analyze industry data to identify trends and insights
• Create visualizations of industry trends and analytical results
• Streamline data collection and management processes for efficiency
• Conduct analyses across fundamental, quantitative, and data science disciplines, including the use of large language models and artificial intelligence
• Interpret findings, draw conclusions, and make actionable recommendations
• Collaborate on stock-specific and industry presentations for internal stakeholders
• Partner with global sector specialists, industry sources, Wall Street contacts, and internal teams (data science, technology, market data) to enhance research capabilities

Skills

• Bachelor's degree with 1–2+ years of relevant experience in security investing, financial analysis, accounting, valuation, economics, or statistics
• Strong Excel/VBA skills and a passion for working with data
• Proficiency in R and/or Python
• Familiarity with financial databases such as Bloomberg and FactSet
• Demonstrated interest or experience in fundamental security analysis, quantitative methods, and data science
• Excellent written and verbal communication skills with the ability to clearly articulate research findings
• Commitment to rigorous, evidence-based analysis and the integrity of the scientific method
• Advanced degree in finance, investment-related disciplines, hard sciences, mathematics, or CFA designation
• Experience in the energy sector

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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