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Investment Management

Location: United States Experience Type: Employer Projects

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

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

    • Fixed Income
    • 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 Construction
    • 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
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Career Center Hours

M Monday 9:00 - 5:00
T Tuesday 9:00 - 5:00
W Wednesday 9:00 - 5:00
TH Thursday 9:00 - 5:00
F Friday 9:00 - 5:00

Contact & Location

Phone
(816) 235-5529
Email
blochcareernet@umkc.edu
Address

Bloch Heritage Hall, Suite 203
5110 Cherry St.
Kansas City, MO 64110

Meet the Team

Daniel Folk Meet Daniel
Tamara Alvarado Meet Tamara
Jeina Kummer Meet Jeina
Sarah Siebert Meet Sarah
University of Missouri-Kansas City - Bloch School
Bloch Career Center
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Bloch Heritage Hall, Suite 203
5110 Cherry St.
Kansas City, MO 64110
(816) 235-5529
blochcareernet@umkc.edu
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