Skip to content Skip to main nav
  • Log in
  • Sign up
  • Guests
College of Social & Behavioral Sciences
Powered by uConnect Customize Your Weekly Pathways Content
Home
Make an Appointment
Prospective Students
  • Seek Your Pathways
    • Academic
    • Experiential
    • Career
    • SBS Pathways Center
  • Explore Academics
    • Anthropology
    • Communication
    • Economics
    • Journalism
    • Landscape Architecture
    • Legal Studies
    • Managerial Economics
    • Political Science
    • Public Policy
    • Environmental & Natural Resource Economics
    • Social Thought & Political Economy (STPEC)
    • Sociology
    • Sustainable Community Development
    • SBS Exploratory Track
    • Minors, Certificates, and More
    • SBS 4+1 Accelerated Masters Programs
  • Explore Careers
    • What are Career Communities?
    • Advertising / Public Relations / Marketing
    • Business / Entrepreneurship / Management / Consulting
    • Health / Research / Education / Culture
    • Environment / Natural Resources / Sustainability
    • Finance / Investment / Real Estate / Insurance
    • Government / Public Policy / International Relations
    • Law / Legal Services / Criminology / Forensics
    • Media / Journalism / Entertainment
    • Non-Profit / Social Justice / Activism
    • Technology / Data / Analytics
  • Explore Your Communities
    • Communities rooted in identity, experience, and support
    • SBS RISE: Remedying Inequity through Student Engagement
    • Black, Indigenous & Students of Color
    • First Generation Students
    • International Students
    • LGBTQIA+ Students
    • Student Athletes
    • Students with Disabilities
    • Students with Financial Need
    • Transfer Students
    • Veterans
    • Women in the Workforce
  • Post-Grad Planning
    • SBS 4+1 Accelerated Masters Programs
    • Graduate School
    • Explore Career Outcomes
    • International Careers
    • Job Search
    • National Scholarships / Fellowships
    • Pre-Law Advising
    • Year of Service / Volunteering
  • Who We Serve
    • Undergraduate Students
    • Graduate Students
    • Faculty and Staff
    • Employers
    • Prospective Students
  • How do I?
    • Complete Academic/Degree Tasks
      • Apply for Scholarships and Awards
      • Declare an SBS Major
      • Meet with an Academic Advisor
      • Meet with an Academic Dean
      • Suggest New Courses
      • Petition for Late Add
      • Petition for Pass/Fail
      • Withdraw from a Class/Petition for Late Withdrawal
      • Petition for Course Credit Overload
      • Release Academic Information (FERPA)
      • Withdraw from the University
    • Explore Majors, Experiential, and Professional Pathways
      • Apply for Funding for Internships, Study Abroad, Research, and other High-impact Opportunities
      • Assess My Skills and Interests
      • Explore Majors
      • Find an Undergraduate Research Opportunity
      • Get Involved on Campus
      • Learn about Different Career Paths
      • Study Abroad
      • Take Courses through the Five Colleges
      • Domestic Exchange
    • Get Career Ready
      • Apply for Scholarships to Support Research or Internships
      • Develop My Job Search Skills & Strategy
      • Look for Internships and Jobs
      • Meet with a Career Advisor
      • Negotiate an Offer
      • Network and Connect with Mentors
      • Prepare a Resume and Cover Letter
      • Prepare for/Navigate a Career Fair
      • Prepare for an Interview
      • Register an Internship for Credit
      • Write a Personal Statement for Graduate School

Investment Management

Location: United States
Experience Type: Forage Experiences
  • Share This: Share Investment Management on FacebookShare Investment Management on LinkedInShare Investment Management on X

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
Carol SharickForage logo
Forage Showcase your skills. Find your career fit.
facebookinstagramlinkedintiktoktwitter
UMass Amherst College of Social & Behavioral Sciences
SBS Pathways Center
Facebook Instagram TikTok YouTube
128 Thompson Hall
200 Hicks Way
Amherst, MA 01003
(413) 577-1057
sbsadvising@sbs.umass.edu
Privacy Policy | Terms of Service
Copyright © 2025 UMass Amherst College of Social & Behavioral Sciences
Powered by uConnect