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Fidelity Investments Analyst Interview Questions and Answers

Updated 15 Apr 2023

Fidelity Investments Analyst Interview Experiences

3 interviews found

Analyst Interview Questions & Answers

user image Anonymous

posted on 15 Apr 2023

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Oct 2022. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. Mock test related to process
  • Q2. Description about old job

Interview Preparation Tips

Interview preparation tips for other job seekers - First round will be resume shortlisted
Next they will call u for first round just about yourself related questions
Next round is manager round mock test
Done

Analyst Interview Questions & Answers

user image Anonymous

posted on 9 Jun 2022

Round 1 - Aptitude Test 

The aptitude test was decent , difficulty level is medium.

Round 2 - Technical 

(1 Question)

  • Q1. To write a Unix script based on case. And few domain questions.
Round 3 - HR 

(1 Question)

  • Q1. Basic question like why u want job change, etc

Interview Preparation Tips

Interview preparation tips for other job seekers - Your should have decent experience in programming

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Analyst Interview Questions & Answers

user image Anonymous

posted on 26 Jul 2022

I applied via Recruitment Consulltant and was interviewed before Jul 2021. There were 2 interview rounds.

Round 1 - Aptitude Test 

Aptitude test having general question

Round 2 - Technical 

(1 Question)

  • Q1. They will ask questions for unix shell scripting

Interview Preparation Tips

Interview preparation tips for other job seekers - They will ask general questions about unix and to write a unix shell script

Interview questions from similar companies

Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Not Selected

I was interviewed in Jan 2025.

Round 1 - Technical 

(2 Questions)

  • Q1. 4-5 SQL questions- Max price, categories in a retail store, no. of products bought per customer, joins, basic python
  • Q2. Guesstimate: no. of amex credit card users in India. Follow up questions to test business acumen and understanding of the business

Interview Preparation Tips

Interview preparation tips for other job seekers - Make sure you brush up on all the basic concepts of SQL and python. Added advantage if you have worked with ML. Read up about the business and interviewers
Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. Explain CDS and credit risk
  • Ans. 

    CDS stands for Credit Default Swap, a financial derivative used to transfer credit risk between parties.

    • CDS is a type of insurance contract where one party pays a premium to another party in exchange for protection against a credit event, such as default or bankruptcy.

    • The buyer of a CDS makes periodic payments to the seller, who agrees to compensate the buyer in the event of a credit event on a specified reference asse...

  • Answered by AI
  • Q2. Explain option strategies
  • Ans. 

    Options strategies involve buying and selling options contracts to achieve specific investment goals.

    • Buy Call Option: Bullish strategy where investor expects the price of the underlying asset to rise.

    • Buy Put Option: Bearish strategy where investor expects the price of the underlying asset to fall.

    • Covered Call: Selling a call option while holding the underlying asset to generate income.

    • Straddle: Buying both a call and p...

  • Answered by AI
Round 2 - HR 

(1 Question)

  • Q1. Questions regarding previous work experience
Round 3 - Technical 

(1 Question)

  • Q1. Explain different option strategies
  • Ans. 

    Options strategies involve buying or selling options contracts to achieve specific investment goals.

    • Some common options strategies include covered calls, protective puts, straddles, and iron condors.

    • Covered calls involve selling call options on a stock you own to generate income.

    • Protective puts involve buying put options to protect against a decline in the value of a stock.

    • Straddles involve buying both a call and a put...

  • Answered by AI
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
-

I applied via LinkedIn and was interviewed in Sep 2024. There were 2 interview rounds.

Round 1 - Aptitude Test 

Reasoning and quants

Round 2 - Technical 

(2 Questions)

  • Q1. What is custody services
  • Ans. 

    Custody services involve safeguarding and managing financial assets on behalf of clients.

    • Custody services typically include safekeeping of assets, settlement of trades, and collection of dividends and interest.

    • Custodians may also provide reporting, tax support, and other administrative services to clients.

    • Examples of custody service providers include banks, brokerage firms, and trust companies.

  • Answered by AI
  • Q2. Difference between Future and Forward contracts
  • Ans. 

    Future contracts are standardized and traded on exchanges, while forward contracts are customized and traded over-the-counter.

    • Future contracts are traded on exchanges, while forward contracts are traded over-the-counter.

    • Future contracts are standardized in terms of contract size, expiration date, and settlement, while forward contracts are customized based on the needs of the parties involved.

    • Future contracts are marke...

  • Answered by AI

Interview Preparation Tips

Topics to prepare for Northern Trust Operating Services Analyst interview:
  • Investment Banking
  • Accounting
Interview preparation tips for other job seekers - The interview was good. The questions are mostly related to investment banking and basics of accounting
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-

I applied via Campus Placement

Round 1 - Aptitude Test 

It was easy test but it is difficult to solve this much aptitude in that time limit.

Round 2 - One-on-one 

(1 Question)

  • Q1. They ask dbms, sql, puzzles, questions like if you have to open a icecream parlour how should you open it. And general stuff .
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response
Round 1 - One-on-one 

(2 Questions)

  • Q1. How do you stay current with ESG trends and regulations?
  • Q2. What do you consider your greatest strengths?
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - HR 

(2 Questions)

  • Q1. What have you been working on lately
  • Ans. 

    I have been working on analyzing market trends and creating financial models for upcoming projects.

    • Analyzing market trends to identify potential opportunities

    • Creating financial models to forecast revenue and expenses

    • Collaborating with team members to develop strategies for upcoming projects

  • Answered by AI
  • Q2. How did u resolve any technical problems at work
  • Ans. 

    I resolved technical problems by analyzing the root cause, collaborating with team members, and implementing effective solutions.

    • Identified the root cause of the technical problem

    • Collaborated with team members to brainstorm potential solutions

    • Implemented effective solutions and tested them to ensure they resolved the issue

  • Answered by AI
Round 2 - Technical 

(2 Questions)

  • Q1. What is risk in insurance
  • Ans. 

    Risk in insurance refers to the likelihood of a loss or damage occurring, leading to financial consequences for the insurer.

    • Risk is the uncertainty of an event happening that could result in a financial loss for the insurer.

    • Insurance companies assess risks based on factors such as the insured's age, health, occupation, and lifestyle.

    • Examples of risks in insurance include natural disasters, accidents, illnesses, and the...

  • Answered by AI
  • Q2. Who should buy a insurance
  • Ans. 

    Anyone who wants to protect themselves financially from unexpected events should consider buying insurance.

    • Individuals with dependents who rely on their income

    • Homeowners who want to protect their property from damage

    • Drivers who want to protect themselves from liability in case of accidents

    • Business owners who want to protect their assets and employees

    • Travelers who want coverage for medical emergencies or trip cancellati

  • Answered by AI

Analyst Interview Questions & Answers

Morningstar user image Priyank Kumar Kishorbhai Patel

posted on 26 Feb 2025

Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Accounting concepts,private equity,Corporate action ,normalized income,noncash activity,income statement,balance sheet,cash flow,Diluted eps,Employe stock oprion,Debt capital structure.

Interview Preparation Tips

Interview preparation tips for other job seekers - Freshers should avoid working more then 1-1.5 years because then want people to come join get experience and change the job then do not want people to stay longer they take people from S&P for roles above Senior analyst so better join and leave as early as possible because (management politics) is bad

Fidelity Investments Interview FAQs

How many rounds are there in Fidelity Investments Analyst interview?
Fidelity Investments interview process usually has 2-3 rounds. The most common rounds in the Fidelity Investments interview process are Aptitude Test, Technical and HR.
How to prepare for Fidelity Investments Analyst interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Fidelity Investments. The most common topics and skills that interviewers at Fidelity Investments expect are Bpo Operations, Customer Service, Process Improvement and Research.
What are the top questions asked in Fidelity Investments Analyst interview?

Some of the top questions asked at the Fidelity Investments Analyst interview -

  1. To write a Unix script based on case. And few domain questio...read more
  2. They will ask questions for unix shell script...read more
  3. Mock test related to proc...read more

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Fidelity Investments Analyst Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more
Fidelity Investments Analyst Salary
based on 84 salaries
₹3.5 L/yr - ₹9.4 L/yr
At par with the average Analyst Salary in India
View more details

Fidelity Investments Analyst Reviews and Ratings

based on 9 reviews

3.8/5

Rating in categories

3.2

Skill development

3.3

Work-life balance

4.2

Salary

3.4

Job security

3.6

Company culture

2.4

Promotions

3.0

Work satisfaction

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