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Fixed Income Research Analyst

AT Fidelity Investments
Fidelity Investments

Fixed Income Research Analyst

Merrimack, NH

Job Description:

The Group

Fidelity's Fixed Income Division is one of the world's leading fixed income managers with over $1.5 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income Division is headquartered in Merrimack, New Hampshire.

The Role

We are seeking a Research Analyst for our Investment Grade Research Team covering telecom, cable, and media companies in US markets. We are looking for an individual who combines in-depth research coverage with well-developed relative value skills. The role requires the analyst to be willing and able to underwrite credit risk, and to be open to covering new issuers and new opportunities in the market. The analyst will be part of the fundamental research team supporting Fidelity's bond and money market fund investment process.

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The Value You Deliver

  • Provide thorough fundamental analysis and research coverage of assigned companies.
  • Communicate credit opinions and relative value views through published research as well as in-person meetings.
  • Generate investment ideas across a variety of sectors and instruments in a timely and well-communicated manner, as well as respond to investment opportunities in the market.
  • Participate in regular discussions on investment strategy and contribute to the ongoing development of the investment process.
  • Work closely with members of the investment on a range of fixed income investment mandates. Coverage responsibilities will include companies that may be owned across the Fixed Income funds.
  • Work with investment professionals across Fidelity globally, including members of the equity, high income and alternatives and asset allocation teams.
  • Collaborate in a heavily team-based investment process.
  • Work with junior members of the research team to delegate and oversee tasks to support the research team and investment process.

The research analyst will interact regularly with other analysts, portfolio managers and traders across a variety of investment mandates. Our investment process is team-based. The successful analyst will contribute regularly and effectively to group activities.

The Expertise and Skills You Bring

The ideal candidate will have the following qualifications and attributes:

  • Five years or more experience as a fixed income analyst; prior experience covering telecom, cable, and media companies and sectors is strongly preferred
  • Well-developed relative value ability
  • Demonstrated success making fixed income investment recommendations
  • Strong analytical skills
  • Critical thinking
  • Excellent oral and written communication
  • Good time management
  • Flexibility and skill in handling the demands of a broad and diverse coverage load
  • Ability to think creatively, work collaboratively and make decisions quickly, often with limited information
  • An ability to engage with portfolio managers, traders and quantitative analysts
  • The ability to develop and present investment ideas and investment information in a clear and effective way
  • A high level of enthusiasm for discovering and responding to new investment opportunities
  • Experience analyzing and investing in crossover-rated credits is preferred
  • Progress towards a CFA or an MBA is preferred
  • The confidence and the maturity to lead meetings internally and externally
  • Exhibit the highest level of personal and professional integrity

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

Client-provided location(s): Merrimack, NH, USA
Job ID: Fidelity-2105935
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.