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Investment Management

Location: United States
Experience Type: Forage Experiences
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Apply fundamental investment management skills to investment opportunities at Fidelity International

If you’re new to asset management, you may like to know that we’re not an investment bank. As a global investor with over 50 years of experience, we are keen to help you gain a better understanding of the role we play in the financial market through the launch of this Job Simulation.

You’ll get the opportunity to discover the fundamentals of investing, how analysts work across different asset classes, portfolio construction and fund distribution from our six interactive task modules. In return, you’ll also build practical skills and experience setting up for success with your career.

This programme is open to all students of all backgrounds. Help us share the future and INVEST in yourself now.

This program is self-paced. It takes approximately 4-5 hours to complete.

Skills Learned:

  • Address a client’s questions on investment management
    Introducing the field of investment management and what makes it stand out

    • Investment Management
    • Critical Thinking
  • Optimise a managed investment portfolio
    Understanding the key drivers of an investment portfolio

    • Portfolio Management
    • Financial Analysis
    • Risk Analysis
  • Evaluate a publicly listed stock
    Identifying the major pros and cons of a potential investment

    • Company Analysis
    • Industry Analysis
    • Commercial Awareness
    • PowerPoint
  • Analyse a set of fixed income investments
    Use a range of methods to critically evaluate fixed income opportunities

    • Fixed Income Analysis
    • Company Analysis
    • Financial Analysis
    • PowerPoint
  • Create an optimised multi-asset portfolio
    Understanding how to maximise risk-adjusted returns over a benchmark through targeted asset allocation

    • Portfolio Management
    • Financial Analysis
    • Excel
  • Devise innovative market-driven ideas
    Identifying key market observations to devise potential ideas for the Sales & Marketing team

    • Market Research
    • Client Communication
    • PowerPoint
  • Finish Line

Experience Information

Sponsor
Fidelity International
Learn More
Melissa SalvaForage logo
Forage Showcase your skills. Find your career fit.
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Location

Email
careersuccess@isenberg.umass.edu
Address

Office of Career Success
Chase Career Center, Suite N207
Isenberg School of Management
UMass Amherst
121 Presidents Drive
Amherst, MA 01003

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Office Hours

M Monday 8:30am-4:30 pm
T Tuesday 8:30am-4:30 pm
W Wednesday 8:30am-4:30 pm
TH Thursday 8:30am-4:30 pm
F Friday 8:30am-4:30 pm

Click here to make a career coaching appointment.

OFFICE OF CAREER SUCCESS

Noelle Bieda
Associate Director, Employer Relations
Meet Noelle
Lauren Casaceli Abad
Associate Director, Career Development & Marketing
Meet Lauren
Chelsea Connelly
Associate Director, Graduate Career Development
Meet Chelsea
Brian Hentz, PhD
Faculty, Business Communication Program
Meet Brian
Lea Herrick
Associate Director, Outreach & Employer Relations
Meet Lea
Trista Hevey
Executive Director, Graduate Employer Relations & Outreach
Meet Trista
Bonnie Jurgensmier
Career Development Coach
Meet Bonnie
Alaina Kendrick
Associate Director, Career Development
Meet Alaina
Dan LaBonte
Assistant Director, Career Development
Meet Dan
Holly Lawrence, PhD
Assistant Dean, Office of Career Success
Meet Holly
Silas McClung
Career Development Coach
Meet Silas
Haley Parker
Office Manager
Meet Haley
Melissa Salva
Executive Director, Undergraduate Employer Relations & Operations
Meet Melissa
Rachel Snyder
Director, Graduate Career Development
Meet Rachel
Amanda Upton
Associate Director, Undergraduate Career Development
Meet Amanda
Isenberg School of Management
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Office of Career Success
Chase Career Center, Suite N207
Isenberg School of Management
UMass Amherst
121 Presidents Drive
Amherst, MA 01003
careersuccess@isenberg.umass.edu
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