Fidelity Investments

General

• Develop quantitative techniques, models, and tools that enhance the investment process
• Understand, maintain, and improve analytical infrastructure supporting the investment process
• Collaborate closely with quants, portfolio managers, traders, and other investment and technology professionals
• Communicate complex quantitative concepts to non-technical audiences
• Demonstrate initiative and leadership in advancing investment research and processes
• Contribute to meaningful projects and key deliverables during the Asset Management internship program

Quantitative Research Intern – Fixed Income Team

Accounting Manager

• Support month-end and quarter-end close activities
• Assist with preparation and review of financial statements and supporting schedules
• Perform account reconciliations and research variances
• Analyze financial data to identify trends, discrepancies, and opportunities for improvement
• Support process improvement and documentation initiatives
• Assist with accounting projects related to systems, reporting, and operational efficiency
• Collaborate with accounting professionals across multiple business areas
• Define and develop operational procedures for Accounting’s key processes
• Leverage technology, including automation tools, to streamline and automate manual accounting processes
• Support transformation initiatives within the investment accounting COE

Internship – Corporate Accounting

Data Scientist

• Assist Quantitative Research Analysts, Portfolio Managers, and other investment professionals in decision-making processes
• Develop bespoke solutions for investment professionals
• Build high-quality, robust, and efficient analytical solutions to improve investment processes
• Gather requirements through dialogue, conceptualize ideas using programming languages, and create packaged solutions
• Develop documentation for created solutions and thoughts on future extensibility

Quantitative Development, Data Science Internship

Financial Planning and Analysis

• Support Fidelity customers over the phone
• Answer questions about account balances
• Process withdrawals and transfers
• Identify resources for customers
• Place trades
• Work from home during onboarding with one day per week in the Investor Center
• Spend dedicated weekly time on development, networking, and training
• Build skills through the wealth management development track
• Transition to working on-site in the Investor Center each day after onboarding
• Potentially spend additional time remotely supporting inbound customers based on business needs before transitioning fully on-site

Financial Services Representative

Student

• Explore a career in financial services through Fidelity Investments’ Student-Athlete Internship Program
• Gain corporate experience through a 6-week paid summer internship
• Be matched with teams based on interests and career aspirations across client relations, corporate support services, operations, and technology
• Participate in financial consulting, customer advocacy, account management, sales, marketing, events, communications, corporate services, client and business-partner operations, software engineering, or data engineering activities
• Complete on-the-job career development training
• Participate in mentorship and panel discussions with former college athletes at Fidelity
• Complete a collaborative capstone project with the intern cohort
• Access select events within Fidelity’s broader summer internship program

Student-Athlete Internship Program

• Work across teams to identify business needs and lead a generative AI project through implementation
• Analyze data to support ongoing research and translate findings into actionable recommendations
• Support research initiatives across risk modeling, alpha identification, asset allocation, and portfolio construction
• Partner with stakeholders across Trading and Product to identify opportunities for AI-driven solutions
• Integrate AI models into existing processes

Quantitative Research Intern – Multi-Asset Research Team

• Deliver proactive, personalized financial planning and integrated financial solutions to Fidelity Advisory Services clients
• Guide clients on retirement planning, investment management, holistic portfolio strategy, and broader financial needs
• Support clients with managed portfolios and serve as Advisory Services’ voice to the customer
• Lead consultative conversations to understand investment strategies and evolving planning needs
• Strengthen client confidence through high-quality guidance and disciplined follow-through
• Anticipate future client needs and adapt advice as goals and life stages change
• Introduce and position appropriate service models and resources
• Deliver end-to-end planning and advice covering investment strategies, retirement, college savings, tax efficiency, long-term care, HSA and Medicare, and estate planning
• Manage client guidance appointments and proactive outreach
• Operate in a team-based, technology-enabled service model from discovery through implementation and ongoing progress

Financial Planning Consultant

Manager

• Provide independent, objective audit and advisory services supporting Fidelity’s digital asset initiatives
• Assess and improve control environments across digital-asset custody, trading, operations, and supporting technology
• Lead multiple complex audits end-to-end for Fidelity’s digital asset businesses and Asset Management
• Determine audit scope, oversee testing, review workpapers, and coordinate with risk and compliance partners
• Align audit objectives with business strategy and contribute to domain and department initiatives
• Partner with business and technology leaders to understand complex custody, trading, operations, and platform functions
• Review process maps and technology workflows, including wallet operations and key-control touchpoints
• Focus audit scopes on high-risk areas and design test suites covering reconciliations, access/IAM, change management, incident response, and third-party/VASP risk
• Prioritize workload and resources with the Team Leader and resolve blockers
• Perform and review data analysis, control testing, and audit documentation
• Use data analytics, blockchain tools/explorers, audit automation tools, and analytics to improve audit coverage and efficiency
• Direct strategic and data-analytics techniques to identify and evidence control deficiencies
• Review audit reports for clear descriptions of issues and management action plans
• Lead discussions with business and technology management to communicate findings and influence sustainable remediation
• Coach and mentor auditors on audit execution, digital-asset concepts, and stakeholder engagement
• Build trusted relationships with audit teams and business partners while enabling responsible innovation

Audit Senior Manager

Vice President

• Lead a team of seven to ten Retention Executives
• Drive rebid strategy, proactive contract extension efforts, competitive intelligence gathering, and development of timely, accurate, compelling retention proposals
• Support retention opportunities across Defined Contribution, Defined Benefit, Health and Welfare, Non-Qualified, Managed Accounts, and HSA/RA solutions
• Develop the sales, consulting, and relationship management capabilities of Retention Executives
• Develop subject matter experts across key products, industries, and retention disciplines
• Establish and execute overall retention strategy with the Head of Workplace Investing Retention
• Oversee team capacity and resource allocation
• Drive associate development initiatives to maximize retention results
• Serve as a Supervisory Principal with responsibility for supervision, compliance oversight, and regulatory adherence of registered representative direct reports
• Establish team goals, performance metrics, and reporting frameworks
• Oversee deal assignments and manage team capacity and workloads
• Guide negotiation strategies for complex and strategic client opportunities
• Collaborate with Segment Heads, Team Leads, Managing Directors, and Retention Executives
• Identify industry trends, competitive developments, and retention best practices
• Foster a high-performing, engaged, and empowered team culture
• Build relationships with internal and external talent sources to develop a future talent pipeline
• Ensure adherence to regulatory requirements involving customer communications, licensing, sales materials, and client-facing presentations

VP, Retention Team Leader – Retirement Services

Account Manager

• Facilitate relationships with Fidelity’s most valuable clients
• Support the branch team by strengthening client relationships
• Keep Financial Consultants organized
• Align daily activities with client needs
• Cultivate a book of business
• Identify opportunities to add value to client relationships
• Facilitate targeted appointments and drive meaningful client engagement
• Deepen client relationships through long-term mentorship
• Collaborate with the Relationship Manager team company-wide
• Manage the client contact strategy
• Build long-lasting, meaningful client relationships

Relationship Manager

• Explore a career in financial services through Fidelity Investments’ Student-Athlete Internship Program
• Gain valuable corporate experience and envision a professional journey beyond college athletics
• Be matched with teams based on interests and career aspirations across client relations, corporate support services, operations, or technology
• Participate in hands-on work experience
• Complete career development training, mentorship and panel discussions, a collaborative capstone project, and select broader summer internship program events
• Work on-site Monday–Thursday, 10 AM–4 PM, and remotely on Fridays

• Complete analytical and back-end finance projects and tasks
• Work independently in Excel and manipulate data
• Update financial and statistical information
• Automate processes and reporting
• Perform analysis and work with data
• Understand how money moves through Fidelity
• Perform financial modeling
• Support teams providing detailed financial information to Fidelity’s businesses
• Help enable strategic prioritization and drive business performance
• Work in a non-client-facing, back-office role

Undergraduate Internship – Finance

Operations

• Work closely with clients and business partners
• Support seamless delivery of Fidelity’s products and services
• Provide outstanding customer service support
• Process transaction requests accurately and in detail
• Participate in operations assignments across business units including Client Experience, Healthcare Operations, and Fidelity Fund & Investment Operations
• Contribute to meaningful, real-world work and projects as part of a dedicated team
• Participate in professional development sessions, mentorship, and regional events

Undergraduate Internship – Operations

Actuary

• Contribute to meaningful, real-world work and projects as a valued member of a dedicated team
• Provide advice to clients regarding their benefit programs, initially focusing on defined benefit plans
• Develop financial, business, and consultative skills
• Potentially pursue a pension actuarial focus or broad client strategy role
• Guide finance and human resource executives regarding retirement, health and welfare, and employee communication needs
• Participate in professional and financial development sessions, mentorship, and regional events

Undergraduate Internship – Actuary

Compliance

• Contribute to meaningful, real-world work and projects as a valued member of a dedicated team
• Work in Corporate Audit, IT Audit, Enterprise Risk, Technology Risk, Enterprise Compliance, Compliance Technology, or Fidelity Global Security
• Protect the interests of Fidelity’s customers, associates, and brand
• For Audit: work throughout planning, testing/data analysis, documenting, and communicating findings to management
• For Risk: focus on the regulatory and operational side of managing financial risk, flag suspicious withdrawals/funds, and potentially investigate financial crimes
• For Compliance: navigate and manage the regulatory landscape, work with policies and procedures, conduct risk assessment, and reporting
• For Fidelity Global Security: contribute to keeping Fidelity associates safe in collaboration with Fidelity security professionals
• Participate in professional development sessions, mentorship, and regional events

Quantitative Research Intern – Fixed Income Team

Internship – Corporate Accounting

Quantitative Development, Data Science Internship

Financial Services Representative

Student-Athlete Internship Program

Quantitative Research Intern – Multi-Asset Research Team

Financial Planning Consultant

Audit Senior Manager

VP, Retention Team Leader – Retirement Services

Relationship Manager

Student-Athlete Internship Program

Undergraduate Internship – Finance

Undergraduate Internship – Operations

Undergraduate Internship – Actuary

Undergraduate Internship – Audit, Risk, & Compliance