The Credit (Counterparty) Research Analyst role at Fidelity involves conducting fundamental credit research on various financial institutions and partners. The analyst will assess the credit quality of counterparties and provide insights to business units. The Counterparty Research and Analytics team focuses on managing risks associated with trading and insurance relationships. This position requires strong analytical skills and effective communication with internal stakeholders.

• Bachelor’s degree required; MBA, CFA, or Associate/Fellow of the Society of Actuaries preferred.
• Experience conducting fundamental credit analysis, particularly with insurance companies and financial institutions.
• Strong analytical skills and critical thinking with experience in quantitative methodologies and financial modeling.
• Ability to communicate impactfully, both orally and in writing, with internal stakeholders and Fidelity senior leadership.
• Ability to work in a dynamic and self-directed environment.

• Perform credit analysis on potential and existing counterparties based on financial strengths and weaknesses.
• Prepare formal credit research notes on each counterparty, including internal credit ratings and supporting rationale.
• Understand relevant country, industry, market, economic, political, and regulatory issues affecting credit profiles.
• Lead due diligence meetings with senior management teams of counterparties as part of the credit evaluation process.
• Maintain relationships and clear communications with the Director of Counterparty Research and other Fidelity personnel.

• Fidelity offers competitive compensation, annual bonuses, retirement contributions, comprehensive healthcare coverage, parental leave, tuition assistance, wellness programs, and extensive professional development opportunities.