Fidelity Bank · 1 month ago
Equity Sector Specialist
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $175K/yr
1+ years expFidelity 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.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
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
Qualification
Required
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
Preferred
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
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase