Fidelity Tests

Careers at Fidelity International

Fidelity uses research and analysis to find growth opportunities and new income streams for clients, across asset classes. It manages a combined asset portfolio of over $500 billion, for large corporate clients, central banks, financial institutions, sovereign wealth funds, wealth managers, insurers and individuals.

There are career opportunities available at Fidelity for interns, apprentices, graduates, postgraduates, early career professionals and experienced hires. Fidelity aims to attract high-quality talent and nurture an environment that retains skills over the long term.

Graduate programmes include Multi Asset, Fixed Income, Equity Research, Sales and Marketing, Future Leaders, Technology and Operations streams. For postgraduate students, Fidelity offers a PHD Quantitative Analyst programme and an MBA Equity Research programme.

Experienced professionals are recruited into Fidelity’s five business areas: Investment, Customer Operations, Central Functions, Corporate Property Services, Distribution and Investment Management.

Fidelity’s company culture is underpinned by its core values and behaviours. These create an innovative and supportive work environment.

The two core values – Integrity and Trust – outline the importance of following the correct course of action and prioritising a client’s needs, while trusting and empowering colleagues to make the right decisions.

The key behaviours Fidelity expects its employees to demonstrate are:

Brave: Unafraid of challenging the norm or of taking on responsibility; being accountable for your actions and using your voice.

Bold: Acting with confidence and conviction, and being open-minded and diverse in your approach.

Curious: Consistently seeking to improve and learn new ways of approaching tasks and challenges. Being a fresh and innovative thinker.

Compassionate: Possessing empathy and a sense of care towards your colleagues and clients. Being a valued and embedded member of the Fidelity community.

Fidelity seeks to be welcoming, flexible and supportive – providing a good work-life balance and suitable opportunities to grow and develop, to support your long-term career journey.

The Fidelity application process aims to gain insight into your personality and reveal your potential for success within a career in asset management at the company.

The hiring process consists of an online application form, online aptitude tests, a telephone/video interview and an assessment centre day.

Note that you will need to complete the application form, online tests and video interview before the deadline of your chosen vacancy has lapsed. Applying as early as possible is recommended, so that this is not a rushed process.

The recruitment process is competitive, so it’s important to display your strengths, motivations (including why you want to work at Fidelity) and alignment with the company culture, with clarity and enthusiasm.

Online application form

The first step in the process is completing an online application form. You will need to supply your personal details, educational background and career experience. There will also be a series of competency-based questions relevant to your chosen programme or role.

Take time to craft your answers and be sure to proofread them carefully to avoid necessary mistakes. Fidelity looks for individuals who display a genuine interest in the company, their chosen business area and the wider asset management sector, so seek to display this through your responses.

You may find it beneficial to use the STAR method (situation, task, action, result), to ensure you are fully illustrating and – importantly – evidencing your skills.

Bear in mind that the answers you submit on your form will likely be revisited throughout the hiring process, so answer honestly and make sure you save a copy for reference during future preparation.

The progress and status of your application can be tracked by logging into your online candidate profile. Due to the high number of applicants, Fidelity does not provide feedback on applications that are unsuccessful at this stage.

Once you have submitted your application form, you will be invited to sit online aptitude assessments to explore your cognitive ability, critical thinking and problem-solving skills.

Fidelity Aptitude Tests

Fidelity numerical reasoning test

Fidelity’s numerical reasoning assessment tests your ability to work efficiently with numerical data in the form of tables, charts and graphs. The data will likely relate to plausible financial scenarios, which may be encountered in the role.

The questions will involve basic arithmetic, percentages, ratios, fractions and currency conversions. The test is in a multiple-choice format, so you will select your answer from a series of options.

According to the Fidelity website, the assessment does not have a time limit, but it will need to be completed within 5 days of receiving the link to sit the test.

Fidelity logical reasoning test

The Fidelity logical reasoning test assesses your capacity to interpret shapes and patterns. The assessment involves identifying trends, deducing the rules that govern a sequence or diagram, and selecting the correct figure from multiple-choice options.

The test is designed to assess your ability to work systematically and think critically in order to solve complex problems. Logical reasoning tests can be tricky, as the structure of the questions is unique to this style of psychometric test. It is, therefore, important to practise using sample tests before sitting the Fidelity assessment.

As with the numerical reasoning test, the Fidelity careers website indicates that there is no time limit to complete the assessment. It just needs to be completed within 5 days of receiving the invite.