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Sector Specialist, Private Equity Investments

AT Fidelity Investments
Fidelity Investments

Sector Specialist, Private Equity Investments

Boston, MA

Job Description:

The Group

FMR Equity is a wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's distribution channels. With over $1 trillion in assets under management, the FMR Equity team of investment professionals evaluates, constructs and manages investment portfolios for millions of fund shareholders.

The Team

The Private Equity Team sources, diligences and recommends investments in private, growth stage companies held in funds managed by FMR Equity and in the Fidelity Venture Capital Fund I.

The Value You Deliver

The sector specialist will report to the Global Head of Private Equity Investments. They will work closely with the Head, as well as with other members of the Private Equity team, playing a vital role in diligencing mid-to-late-stage Venture Capital investments on behalf of Fidelity funds and the Fidelity Venture Capital Fund I. The sector specialist provides general research support to the seven Private Equity analysts located globally in Boston, San Francisco, Hong Kong and Europe. Responsibilities include investment diligence and research support including TAM and industry analysis, public multiple comparables analysis, expert calls and surveys, comparing KPIs, company investment history, collecting and reviewing data room files, company models, and other proprietary research. They will also serve as a liaison between the Private Equity analysts and the Treasurer's Office to ensure information flow for existing investments for fair value purposes. We are looking for someone to join our team in Boston, MA or San Francisco, CA.

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The ideal candidate should have a demonstrated leadership/initiative in studies/extracurricular activities as well as an academic/intellectual interest in venture capital/growth equity investing. They should possess excellent communication, presentation and writing skills and be able to clearly articulate research findings. This role requires someone who is hard working, hungry to learn and achievement- and results-oriented.

The Expertise and Skills You Bring

We are seeking candidates who have the following characteristics:

  • Bachelor's degree and at least 1-2 years of work experience, preferably in areas related to security investing, financial statement analysis, accounting, valuation, economics or statistics
  • A graduate degree in a financial or investment related discipline, a hard science, mathematics, or a CFA charter, are a plus
  • Strong analytical, quantitative, and problem solving skills
  • Very high levels of initiative and motivation
  • The ability to work independently as well as in a team environment with multiple analysts globally
  • The ability to coordinate multiple simultaneous projects
  • Experience in sourcing, manipulating and presenting data
  • Strong Microsoft Excel skills including macros and an aptitude for technology
  • Experience with Bloomberg and FactSet
  • Demonstrated experience/interest/skill in quantitative analysis and research
  • The ability to work with external information sources (analysts, companies, consultants)
The base salary range for this position is $90,000 - $150,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Category:

Investment Professionals

Client-provided location(s): Boston, MA, USA; San Francisco, CA, USA
Job ID: Fidelity-2113270
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.