Fidelity Investments · 1 day ago
Investment Associate
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$110K/yr - $140K/yr
2+ years expFidelity Investments is a leading investment firm, and they are seeking an Investment Associate to join their Real Assets Investment Team. The role involves managing financial models, conducting due diligence for new investments, and collaborating with various teams to oversee portfolio performance.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Build financial models for prospective investments, run sensitivity analyses around multiple scenarios, and manage investment underwriting process
Partner with investment team to source new investment opportunities and conduct due diligence for potential investments; manage and prioritize transaction pipeline
Draft investment presentations and memos and participate in investment approval process
Maintain internal financial model and projections for portfolio investments, analyze operating performance against expectations and provide updates to the investment team
Drive evaluation of prospective add-on acquisition targets and execute add-on transactions
Collaborate with colleagues internally in accounting, financial reporting, treasury, legal, risk, compliance, human resources, and marketing on various management / oversight activities
Prepare presentations to update stakeholders on portfolio activity and key developments
Monitor market developments, peer/competitor activity, and industry news
Conduct industry research and analysis and present findings to investment team to inform natural resources platform strategy
Support business development efforts to identify and cultivate relationships with leading operating companies, management teams, and investors
Qualification
Required
2-4 years of experience in investment management, M&A, or strategic finance (private equity, investment banking, corporate development/strategy, etc.)
Strong analytical and quantitative skills, with demonstrated ability to think strategically
Exceptional modeling capabilities and experience drafting formal presentations and memos (proficiency in Excel, PowerPoint, etc.)
Resourceful, collaborative, confident, and comfortable with ambiguity
Excellent oral and written communication skills
Familiarity with real assets sectors is a plus; an interest in these sectors is required
BA/BS degree
Willingness to travel 10-20% of time to attend board meetings, ad hoc management meetings, industry conferences, and other business development/sourcing opportunities
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 Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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