Equity Research Analyst
Core
Perform fundamental equity research on a coverage universe of 20-25 stocks to generate investment ideas and valuation analysis for Fidelity's mutual funds and institutional strategies in the Canadian market.
Role type
Equity Research Analyst
Builds
Proprietary fundamental analysis, financial projections, and stock valuation models for Canadian market portfolios
Domain
Financial Services / Equity Research
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Fundamental equity analysis, financial projection modeling, valuation analysis, sector/industry/company research, stakeholder management (company management, industry experts, sell-side analysts)
Preferred skills
Career advancement potential to portfolio manager
Technologies
Vast technology platform (specific tools not listed)
Responsibilities
Generate proprietary fundamental analysis of sectors, industries, companies, and stocks; Create detailed financial projections for covered companies; Develop valuation analysis to form investment recommendations; Meet with top company management, industry experts, and sell-side analysts
Seniority
Individual Contributor (1-10 years experience)