Fidelity Investments Interview Questions

Updated 28 Oct 2014
Updated 28 Oct 2014
636 Interview Reviews

Interview Experience

Interview Experience

66%
22%
10%

Getting an Interview

Getting an Interview

45%
16%
14%

Interview Difficulty

2.9
Average

Interview Difficulty

Hard

Average

Easy

Candidate Interview Reviews

Sort: Popular Date Difficulty
  1. 1 person found this helpful  

    Management Consultant, Strategy Group Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Fidelity Business Consulting (aka FBC), the internal strategy group, follows a standard on campus recruiting timeline for MBA students.

    WHAT THEY WANT: They are looking for MBA students who want to have financial services domain knowledge and an operating role in Fidelity as a mid-term career objective. Finance industry experience is a plus but it is not a requirement. Many successful candidates say that prior experience in people / project management has helped. What you must have is a consulting toolkit, business acumen, and problem solving orientation.

    RESUME REVIEW: Make sure your resume shows problem solving/ analytical experience, strategy experience, financial services background (if you have one) or interest, and leadership/ personal Initiative.

    INTERVIEWS: In the first round, they usually do two interviews (one with a Director or Management Consultant and one with a VP). Be prepared for case interviews, fit interviews, and the occasional brain teaser.

    In behavioral interviews, they're going to score you on categories like Personal Impact, Communication, Cultural Fit, Leadership/ Initiative, and Financial Services Interest/ Expertise. In case interviews, they're going to score you on categories like Problem Structuring, Conceptual Thinking, and Quantitative Skills.

    Interview Questions
    • Some of the VPs tend to throw you brain teasers to see how you react and reason. These can be difficult but it's no different than what the big consulting firms do.   Answer Question
    Accepted Offer
    Positive Experience
  2.  

    Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    The only company in my experience where you will be treated nicely having no complaints during the interview process. It starts with a 60 marks attitude comprising verbal,quantitative and logical reasoning. The next day is the technical interview- mutual funds and stock market followed by some hr questions. The final managerial round will have only resume related questions and salary negotiation- just sell yourself!!

    Interview Questions
    • Most annoying thing that will force me to quit the job?   Answer Question
    Negotiation Details
    The salary was good for a fresher so no negotiations.
    Accepted Offer
    Positive Experience
  3. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Interview Candidate in Los Angeles, CA (US)
    Anonymous Interview Candidate in Los Angeles, CA (US)
    Application Details

    I applied online. The process took 5+ weeksinterviewed at Fidelity Investments.

    Interview Details

    Submitted resume online for FR position at multiple branches and received a call from the recruiter within 2 weeks. Basic phone screening regarding background and interest in the position. Passed the screening and the recruiter set me up on a interview with the branch manager for the following day. I interviewed with the branch manager and other FR's, lasted about 2 hours total. Unfortunately I did not get that position, but the branch manager was impressed and recommended for another branch. Met with the Service Manger, lasted about 45minutes, basic questions on background and why I wanted to work in the industry and for fidelity. I received a call a week later to meet with the Branch Manager. The interview was pretty simple, as long has you are passionate about customer service. They really put a huge emphasis on the customer experience and we spend a great deal of time talking about my past as it relates to providing excellent customer service. The branch manager also had me roll play as if I had the position and she was a walk in. Caught me off guard, but I guess I did well!

    Interview Questions
    • What are the top 5 things/characteristics that your past manager(s) would say about you?   Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5.  

    Relationship Manager Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2+ monthsinterviewed at Fidelity Investments.

    Interview Details

    I submitted three different applications and had one phone interview. Interviewer liked me and promised to call if moving forward or not. I am still waiting for a call to say sorry but we have decided to move on. Applying online is useless. I am turned off from Fidelity.

    Interview Questions
    • The questions seemed basic and no level of difficulty. Perhaps it was a ploy to appear professional.   Answer Question
    No Offer
    Average Interview
  6. 2 people found this helpful  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Denver, CO (US)
    Anonymous Interview Candidate in Denver, CO (US)
    Application Details

    I applied online – interviewed at Fidelity Investments.

    Interview Details

    The interview is typically scheduled on a Tuesday (that’s when managers dedicate their whole day to interviews) they bring a between 10-15 interviewees at once, when you first go into the building, you take the elevator to the sixth floor, which is the hiring and training floor. You go into a conference room, the recruiter greets you and does a brief introduction of who they are, how long they’ve been with the company and what role they initially started in.

    After about 10 minutes of debriefing, they then present a 10-12 page slideshow, detailing what Fidelity does as a company, how they have changed and how they compare to other financial companies. They go over salary (a range, contingent on experience), benefits (including health, dental, retirement and employee assistance programs), the recruiter then closes by asking if there are any additional questions, he was very transparent and did not hesitate to answer any questions.

    Next, a senior representative comes in for some Q&A, this was our opportunity to find out what the reps in the position we were applying for what they did on a day to day basis, what to expect, the call volume, the atmosphere within the teams, the overall call structure and how we can be successful in our roles, if offered a position. He was very thorough and was upfront on the possible challenges we may come across, but was very optimistic and encouraging.

    We are then greeted by two team managers who will be interviewing each individual, they were very inviting. The interview lasted about 40 minutes, with the standard packet of questions, the managers started by introducing their selves and giving a little background on how they began their career. The interview questions were pretty standard, from a packet, they picked about 5-6 questions and were really for answers that describe how you handled a particular situation.

    I also got a tour of the work area, the cubicles are not your standard cubicle, it is nice and spread out but close enough where you still feel like you're apart of a team. The atmosphere overall was very inviting and the employees looked/seemed happy, they smile, said good morning, how are you and introduced themselves.

    Interview Questions
    • This isn't necessary the most difficult question, but one you may want to prepare yourself for...

      Describe a time where you received coaching, what was it for, did you agree with it and what steps did you take to improve those areas?

      How have you contributed to your team to encourage positivity?

      Describe your top five strengths (from StrengthFInder) and how have you used them to best help clients.
        Answer Question
    No Offer
    Positive Experience
    Average Interview
  7. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Two phone, one in person. The first two calls are to make sure you can speak coherently over the phone, since all client interactions are done over the phone. If you pass, you then have an in person interview on a super day with two managers. Two on one.

    Interview Questions
    Accepted Offer
  8. 1 person found this helpful  

    Senior Software Engineer Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    The process took 4 weeksinterviewed at Fidelity Investments.

    Interview Details

    Applied for the job from the Fidelity career's website. HR reached out to me in few days and had discussion regarding my resume for 30 minutes. Forwarded my resume to Hiring manager and I had 4 more rounds of interview after that. Entire process completed within a month.

    Interview Questions
    • Questions were related to Spring, hibernate, threading, database etc.
         - how does spring mvc work
         - spring security, aop (cglib vs dynamic proxy), transactions, different jdbc templates, template pattern, singleton bean vs singleton pattern, bean life cycle.
         - types of hibernate inheritance, joins

      2 online/live coding and designing questions.

      Questions were quite simple and easy for me.
        Answer Question
    Accepted Offer
    Positive Experience
    Easy Interview
  9.  

    Financial Customer Associate Interview

    Anonymous Interview Candidate in Covington, KY (US)
    Anonymous Interview Candidate in Covington, KY (US)
    Application Details

    I applied online. The process took 1+ weekinterviewed at Fidelity Investments.

    Interview Details

    Initial Phone Screening, Hour-long Phone Interview, Two-hour In-Person Interview. For the In-person interview you have a presentation about the company and position, q&a, a brief look at where the position is located in the building, followed by an hour-long interview with two of your prospective managers.

    Interview Questions
    • Was there anything you wanted to tell us about yourself that you didn't have the opportunity to tell us so far in the interview?   Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
  10.  

    Project Manager Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Phone screen about my background and how I'd fit the position. It was then followed by an in-person interview. Met up with the hiring manager and went through standard interviewing questions. As expected, it is a financial company with very structured process. It will not fit well for people who like the flexibility or creativity in work.

    Interview Questions
    • Very straight forward question. No brain teaser or any sort.   Answer Question
    No Offer
  11.  

    Quality Assurance Engineer Interview

    Anonymous Interview Candidate in Bangalore (India)
    Anonymous Interview Candidate in Bangalore (India)
    Application Details

    I applied through college or university. The process took a dayinterviewed at Fidelity Investments in August 2014.

    Interview Details

    I applied through College and there were 4 rounds in total. The first was aptitude, which consisted of 60 questions. It was pretty basic and i got through. The following three rounds were, Behavioral, Technical and then HR. Behavioral : there were some personal questions and then in technical just questions related to testing. The HR was very friendly and just asked things as per my resume.

    Interview Questions
    No Offer
    Neutral Experience
    Easy Interview

See What Fidelity Investments Employees Are Saying

 Current Intern in Boston, MA (US)

Pros: “The training program is very effective and the colleagues are smart.” Full Review

Work at Fidelity Investments? Share Your Experiences

Fidelity Investments

 
Click to Rate
or

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates who said that their interview experience was positive, neutral or negative.

Your response will be removed from the review – this cannot be undone.