Intern - Counterparty Research

The Programme

An internship in Asset Management is more than a summer job. Building your resume, networking, and gaining relevant work experience are just a few benefits of participating in a paid internship at Fidelity Investments.

In addition to real work experience, the Intern Program also provides personal/career development opportunities that include a robust summer series of events and various networking opportunities across the organization for the duration of the internship.

Our goal is to provide interns with experiences that will take you far beyond the classroom.

The Team:

Primary focus is on the Counterparty Research space, working with Quant peers and Research Analysts to build robust analytics, insights and processes to enhance the way we analyze our counterparties and serve our stakeholders.

This role is core to building a strong analytics platform to support data driven insights into the health of our counterparties. 

What You Will Do

• Assist Credit Analysts in fulfilling some functions of Credit Research including financial statement modelling of Fidelity bank and broker/dealer counterparties, research counterparty credit profiles (including country, industry, market conditions, economic and political risks), understand the nature of Fidelity’s business with counterparties, including trading and investment opportunities.
• Work with economic and financial data sets to draw analytical conclusions.
• Work on ad-hoc projects and collaborate with other CRA functional teams. 

Required Skills and Abilities

Experience and Education:

• The ideal candidate should have a demonstrated leadership or initiative in studies and extracurricular activities as well as an academic and intellectual interest in the financial services industry.
• Currently enrolled in a full-time undergraduate bachelor’s degree program.
• Demonstrated interest in learning the foundations of the Asset Management International Compliance program.

Skills and Knowledge:

• Excellent oral and written communication skills.
• Ability to manage projects, juggle multiple priorities and manage deadlines.
• Enthusiasm and willingness to learn.
• Attention to detail and intellectual curiosity.
• Demonstrate a strong interest in financial markets. A basic understanding of bank financial statements and the regulatory environment preferred.
• Excel knowledge: ability to handle large datasets, V-lookup, Pivot Tables, Macros, etc.
• Fluency in English required (spoken, reading and writing).
• In addition, Chinese fluency preferred (spoken, reading and writing). 

Intern Program Dates - June 3, 2024 – August 9, 2024.

About Us:

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money.

We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.