"The freedom that Fidelity gives you means
you can make recommendations and choose
your own path."
Business Area: Investment
Joined: 2005
Studied: Geography at Edinburgh University
Lots of companies talk about early
responsibility, but it's a firm reality at
Fidelity. I cover 30 stocks in the hotels,
leisure and gambling sector, so I need to
get up to speed on different industries very
quickly. My work as an Equity Analyst
involves financial modelling, meeting
companies and doing my own individual
research. To get an edge versus the market,
I try to talk to a variety of people in the
industry, meet with middle management and
use external research for surveys and market
research. This helps me to build the financial
forecasts for the company and understand
its growth profile in relation to its valuation.
This then forms my investment thesis and I
rate the stock as a buy or sell and discuss any
investment opportunities this may offer with
the Portfolio Managers. This involves a lot of
qualitative and quantitative work.
I try to go and see companies as much
as possible as it's a good way of really
understanding the company and industry
dynamics first hand. Although it is fairly
daunting running meetings with CEOs
(Chief Executive Officers) and CFOs (Chief
Financial Officers) of companies, the support
is there and you learn very quickly. Although
there are dedicated training sessions, you tend
to learn more on the job with exposure to the
Portfolio Managers and Senior Analysts.
For my research, I've travelled to Asia,
the US and Europe. Industry conferences
are especially useful to understand what's
happening in the industry and to meet
as many people as possible to hear their
view and build up a collection of industry
contacts. For instance, in my previous sector
of renewable energy, I attended the US wind
energy conference in LA, which helped me
understand the significant potential for wind
energy.
The freedom that Fidelity gives you means
you can make recommendations and choose
your own path. It enables you to work to your
own strengths. When doing your research,
you can be as innovative as you like and this
is encouraged. It's very rewarding to actually
see the value of my achievements. When
you're right, it's very satisfying seeing your
expectations materialise. On the other side,
it's very important to learn from the ones that
don't work and understand why.
Fidelity actively encourage you to have a
healthy work/life balance and make sure you
take your holiday entitlement. They invest
in you, to enhance your investment and
analytical skills. The focus is on your longterm
career and after six to seven years (three
to four sector rotations), you should then have
the experience needed to move to the next
step; a Portfolio Manager.
Fidelity is an equal opportunities employer and is
committed to a policy of treating all its employees
and job applications equally.
Fidelity International
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