Fidelity Investment Management Virtual Internship (July 2025)
Completed a virtual internship simulation focused on optimizing an investment portfolio and evaluating potential stock and fixed income opportunities. The work required using quantitative decision metrics to assess candidate assets and improve portfolio allocation based on simulation outcomes. No explicit human annotation or labeled dataset creation was described, but the tasks align with structured evaluation and analytical scoring for model/portfolio selection. • Used Sharpe Ratio as a quantitative evaluation metric for asset/portfolio quality. • Applied Excel Solver to search for optimal asset allocation configurations. • Assessed simulated opportunities across stock and fixed income instruments. • Produced actionable suggestions for portfolio improvement based on evaluation results.