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How Emma followed her passion and built a successful career as a Senior Equity Research Analyst at Fidelity

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Hello, I’m Emma! I studied Biological Natural Sciences specialising in Pathology at Cambridge University and graduated in 2012. The year I graduated I decided to obtain an Associate Chartered Accountant qualification and spent a few years analysing the potential roles and routes I could pursue within the finance industry.

How did your background in pathology influence your approach to finance and investment research?

My journey is all about following your passion, even if it takes you on an unexpected route. Coming from a family of lawyers and historians, I decided to study Natural Sciences because of my love for problem-solving and curiosity about science. My advice? Choose a subject you love and let your interests guide your career exploration.

Has your scientific background played a role in your successful Equity Research career?

My scientific background has greatly enhanced my work in equity research. Whether it's analysing clinical trial data or predicting drug success, my ability to critically analyse statistics and think independently coming up with well-thought-out views gives me a unique edge in investment. An integral part of my degree was to analyse journals and published data which involves dealing with contradictory data and understanding the nuances in scientific findings. This skill helped me in analysing market data and financial reports. I encourage students to leverage their analytical skills and curiosity to carve out their niche in finance.

Why is diversity of thought in finance important?

I believe that diversity of thought is crucial for successful investment teams. Whether you’ve studied STEM or humanities, your unique perspective can drive innovation and lead to better investment outcomes. I encourage students to play to their strengths—whether it’s reading people or analysing data—because there’s no single right way to invest.

What is your advice for aspiring investors?

My advice to students contemplating whether a career in finance is for them is to immerse yourself in investment news to see if the fast-paced, intellectually stimulating environment excites you. If you find yourself diving deep into topics and enjoying the learning process, finance could be the right fit for you.

Why is Fidelity a great organisation for non-finance students?

At Fidelity, our robust research process aligns well with the analytical and data-focused skills of STEM graduates. I appreciate the company’s emphasis on thorough research, making it an ideal workplace for those looking to apply their scientific thinking to finance.

What would you say to female students intrigued by the finance industry?

I want to encourage women not to be intimidated by male-dominated environments. Confidence and competence are not gender-specific. With flexible working conditions and autonomy, finance can be a rewarding field for working mothers, offering a balance between career and family life.

Have you felt supported at Fidelity to continue to grow and learn in your role?

Throughout my time at Fidelity, mentorship and continuous learning have been invaluable. Seeking guidance from seasoned professionals and engaging in debates with portfolio managers have been crucial to my development as a successful equity research analyst.

Remember, your background doesn’t limit your opportunities in finance. With curiosity, critical thinking, and a willingness to learn, students from non-finance backgrounds can thrive in this dynamic industry. Consider exploring finance—it might just be the unexpected path you’ve been looking for!