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Investment Management

Location: United States
Experience Type: Forage
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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
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Forage Showcase your skills. Find your career fit.
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Location

Phone
(859) 257-2001
Email
gattoncareer@uky.edu
Address

550 South Limestone Street
Lexington, Kentucky, 40506

Service Hours

Day of the week
Office Hours Drop-In Hours (Undergrads)
M Monday 8am - 4:30pm 2:00pm - 4:00pm
T Tuesday 8am - 4:30pm 2:00pm - 4:00pm
W Wednesday 8am - 4:30pm 2:00pm - 4:00pm
TH Thursday 8am - 4:30pm 2:00pm - 4:00pm
F Friday 8am - 4:30pm 2:00pm - 4:00pm

Don't have the time to make an appointment? Visit our drop-in hours for a quick 15-minute chat with one of our Career Coaching Interns! These operate on a first-come, first-serve basis. Drop-ins will start on January 19, 2026. 

Gatton College of Business and Economics
Graham Office of Career Management
LinkedIn
The Graham Office of Career Management, Gatton College of Business and Economics, Suite 132
550 South Limestone
Lexington, KY 40506
(859) 257-2001
gattoncareer@uky.edu
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