Fidelity Investments Assessments

Ace your Fidelity Investments application process with targeted practice tests.

Careers at Fidelity Investments

Fidelity Investments is not just a leading financial services firm; it's a destination for ambitious individuals looking to shape the future of finance. Offering services like wealth management, retirement planning, and investment advice, Fidelity demands excellence and a forward-thinking mindset from its employees. With countless career opportunities, from client-facing roles to back-end analytics, there's a place for every financial expert in their team.

Hiring at Fidelity is competitive, emphasizing the need for potential candidates to demonstrate strong analytical capabilities, informed decision-making, and a strict adherence to ethical standards. Fidelity’s recruitment process is rigorous but fair, designed to ensure that only the most capable and dedicated candidates join their ranks.

Fidelity Investments Application Process

The selection process has 4 major stages:

1. Online Application

2. Online Assessment

3. Interview

4. Assessment Centre

Fidelity Investments Online Application

Embarking on the path to join Fidelity Investments starts with their Online Application. This stage involves filling out your personal details, uploading your resume, and often answering job-specific questions. It's crucial to present a clear, coherent career narrative that aligns with Fidelity's values and the specifics of the role you're targeting. Set aside enough time to tailor your application to highlight your relevant experience and skills, ensuring that you stand out in the applicant pool.

Remember, your online application is your first impression. Be meticulous with your responses and double-check for any errors or omissions that could put your application at risk. Fidelity looks for candidates who can demonstrate attention to detail—a trait that should be evident in your application.

Fidelity Investments Online Assessment

Fidelity Investments' Online Assessment is a window into your capabilities. Expect to face challenges that will test not only your financial know-how but also your problem-solving and analytical prowess. These assessments are often tailored to the specific capabilities and skills the role requires, so if you've applied for a position that requires a high level of numerical proficiency, prepare to prove it here.

These interactive assessments are designed to gauge how you process information, make decisions, and analyze data. It's a simulated glimpse into the daily challenges you might face on the job, so take it seriously. Familiarize yourself with the types of questions you might encounter by practicing on Fintest to boost your confidence and performance.

Fidelity Investments Interview

Should your talents shine through in the Online Assessment, the next stage is the Interview. Fidelity Investments takes a conversational approach to interviews, aiming to understand not just what you know, but who you are. They look for candidates who fit their culture and values just as much as they match the job qualifications. Come prepared with knowledge of Fidelity’s history, their products, and an understanding of the financial market they operate within.

Be prepared to discuss your past experiences, your career aspirations, and how they align with Fidelity's mission. It's also your opportunity to ask insightful questions that show your genuine interest in joining their team and contributing to the company's success.

Fidelity Investments Assessment Centre

The Assessment Centre stage is your opportunity to demonstrate your abilities in a dynamic and interactive setting. Fidelity Investments uses this step to closely evaluate candidates through a combination of group exercises, individual tasks, and sometimes additional interviews. During this stage, you’ll be assessed on how well you collaborate with others, your leadership potential, and your problem-solving skills in real-time scenarios.

Prepare to immerse yourself in case studies, presentations, or role-play exercises that simulate on-the-job tasks. Cultivate a balance between assertiveness and teamwork, showcasing how you can contribute to Fidelity's culture of excellence while remaining a flexible and cooperative team member.

Sample Fidelity Investments Assessments question Test your knowledge!

Score: /6

Calculate the ratio of Q1 passenger numbers to Q4 passenger numbers for each airline. Then, find the highest ratio.

QuarterAirline A (thousands)Airline B (thousands)Airline C (thousands)
Q1300450600
Q2280430590
Q3260410580
Q4250400570
  • 1.20
  • 1.25
  • 1.30
  • 1.35

What is the total cost for two return tickets for the quickest coach journey that serves breakfast?

TrainCoach
London DepartureManchester ArrivalSingle TicketReturn TicketLondon DepartureManchester ArrivalSingle TicketReturn Ticket
06:20**8:30£75.00£134.9906:30**9:45£59.49£109.99
07:50**10:05*£65.00£109.4908:00**11:15£49.99£94.49
9:0011:25*£65.00£109.4909:10**12:30£49.99£94.49
9:2011:50£59.50£105.0009:30**12:50£55.00£85.00
10:0512:45*£59.50£85.0010:00**13:05£55.00£85.00
10:3012:55£49.99£69.9911:0014:10£50.00£79.50
11:1013:25£39.99£69.9911:2014:30£50.00£79.50
11:4014:15£39.99£70.4911:3014:30£44.49£70.00
12:0014:35£38.99£70.4912:0015:15£44.49£70.00
  • * Wireless available
  • ** Breakfast served
  • £210
  • £270
  • £220
  • £170

An agent has a 13:00 meeting at a Manchester Football Ground. She plans to take a taxi from Manchester train or coach station, which are a 25-minute and a 35-minute taxi ride away respectively. Which is the cheapest single ticket travel option (ignoring the taxi fare) if the agent must leave London between 09:00-09:30?

TrainCoach
London DepartureManchester ArrivalSingle TicketReturn TicketLondon DepartureManchester ArrivalSingle TicketReturn Ticket
06:20**8:30£75.00£134.9906:30**9:45£59.49£109.99
07:50**10:05*£65.00£109.4908:00**11:15£49.99£94.49
9:0011:25*£65.00£109.4909:10**12:30£49.99£94.49
9:2011:50£59.50£105.0009:30**12:50£55.00£85.00
10:0512:45*£59.50£85.0010:00**13:05£55.00£85.00
10:3012:55£49.99£69.9911:0014:10£50.00£79.50
11:1013:25£39.99£69.9911:2014:30£50.00£79.50
11:4014:15£39.99£70.4911:3014:30£44.49£70.00
12:0014:35£38.99£70.4912:0015:15£44.49£70.00
  • * Wireless available
  • ** Breakfast served
  • 09:20 train departure
  • 09:00 train departure
  • 09:30 coach departure
  • 09:10 coach departure

What’s the difference in the average speeds of the 07:50 and 10:30 train departures, to the nearest mph. (Distance travelled = 164 miles)

TrainCoach
London DepartureManchester ArrivalSingle TicketReturn TicketLondon DepartureManchester ArrivalSingle TicketReturn Ticket
06:20**8:30£75.00£134.9906:30**9:45£59.49£109.99
07:50**10:05*£65.00£109.4908:00**11:15£49.99£94.49
9:0011:25*£65.00£109.4909:10**12:30£49.99£94.49
9:2011:50£59.50£105.0009:30**12:50£55.00£85.00
10:0512:45*£59.50£85.0010:00**13:05£55.00£85.00
10:3012:55£49.99£69.9911:0014:10£50.00£79.50
11:1013:25£39.99£69.9911:2014:30£50.00£79.50
11:4014:15£39.99£70.4911:3014:30£44.49£70.00
12:0014:35£38.99£70.4912:0015:15£44.49£70.00
  • * Wireless available
  • ** Breakfast served
  • 0mph
  • 5mph
  • 60mph
  • 68mph

What is the single ticket price for an engineer who wants to take the shortest travel option to arrive in Manchester before 13:00? She also requires a wireless connection throughout her journey.

TrainCoach
London DepartureManchester ArrivalSingle TicketReturn TicketLondon DepartureManchester ArrivalSingle TicketReturn Ticket
06:20**8:30£75.00£134.9906:30**9:45£59.49£109.99
07:50**10:05*£65.00£109.4908:00**11:15£49.99£94.49
9:0011:25*£65.00£109.4909:10**12:30£49.99£94.49
9:2011:50£59.50£105.0009:30**12:50£55.00£85.00
10:0512:45*£59.50£85.0010:00**13:05£55.00£85.00
10:3012:55£49.99£69.9911:0014:10£50.00£79.50
11:1013:25£39.99£69.9911:2014:30£50.00£79.50
11:4014:15£39.99£70.4911:3014:30£44.49£70.00
12:0014:35£38.99£70.4912:0015:15£44.49£70.00
  • * Wireless available
  • ** Breakfast served
  • £65.00
  • £49.59
  • £55.00
  • £59.49

Calculate the percentage decrease in passenger numbers from Q1 to Q4 for each airline. Then, identify the highest percentage decrease.

QuarterAirline A (thousands)Airline B (thousands)Airline C (thousands)
Q1300450600
Q2280430590
Q3260410580
Q4250400570
  • 16.67%
  • 15.67%
  • 14.67%
  • 13.67%

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Fidelity Investments Assessments Tips

Understand the Job Role

Scrutinize the job description to tailor your preparation to Fidelity's specific needs and expectations.

Practice Makes Perfect

Regular practice is key to success; use Fintest to access practice tests for free and sharpen your abilities.

Strategize Your Time

Time management can make or break your test performance. Work on pacing yourself effectively through timed practice exams.

Review Fundamentals

Make sure you have a solid grasp on financial principles and software skills that may be assessed.

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Fidelity Investments Assessments FAQs

What are the Fidelity Investments tests?

Fidelity Investments tests comprise a variety of assessments tailored to measure the skills and aptitudes required for roles within the company. These can range from numerical and verbal reasoning tests to situational judgement tests and technical skills evaluations, depending on the job function.

Are the Fidelity Investments tests hard?

The difficulty of Fidelity Investments tests is subjective and depends on a candidate’s strengths and preparation. They’re designed to challenge applicants and identify those with the necessary skills and mindset required for success in the financial sector.

How do I prepare for Fidelity Investments tests?

To prepare for Fidelity Investments tests, the best approach is to practice. Fintest offers numerous practice tests that mimic the format and content of Fidelity's assessments, providing you with the necessary edge in your preparations.

How long does the recruitment process take at Fidelity Investments?

The length of the recruitment process at Fidelity Investments can vary widely based on the role and the number of applicants. However, it typically involves several weeks from initial application to final decision, as candidates progress through the various hiring stages.

What are Fidelity Investments's core values?

Fidelity Investments’s core values include integrity, compassion, expertise, and commitment. They seek individuals who embody these principles and can contribute to the company’s mission of making financial expertise broadly accessible and effective.