Fidelity Investments
The Role
Are you a current undergraduate or graduate student looking for a 6 month co-op opportunity to work across diverse data sources (e.g., customer attributes, transactional history, digital activity, phone call recordings, research surveys, etc.) to uncover key patterns to drive strategic decisions? Are you ready to translate data into insights that drive business decisions? If yes, come join a world-class analytics and research team and work in agile way to help teams create the best customer experiences in the Financial Services industry.
Join a Data Science team within the AI Center of Excellence focused on using AI to improve customer financial wellbeing. We combine advanced machine learning with deep financial planning expertise to build highimpact systems for personalized engagement, opportunity detection, and taxefficient financial optimization.
What You’ll Do
Build, refine, and evaluate ML models for recommendations and financial insights.
Support development of agentic AI systems that identify customer financial opportunities.
Run experiments, conduct model diagnostics, and analyze performance.
Collaborate with data scientists, ML engineers, and financial planning specialists.
What We’re Looking For
Required
Pursuing a degree in CS, Data Science, Statistics, Applied Math, Finance/FinTech, or similar
Strong Python skills (pandas, NumPy, scikitlearn)
Solid understanding of core ML concepts
Curiosity about financial planning and wealth management
Preferred
Experience with classical AI/ML and LLM prompt engineering
Exposure to agentic AI or reasoning frameworks
SQL and largedataset experience
Strong communication and problemsolving skills
What You’ll Gain
Handson work with real AI systems used across Wealth & Brokerage
Experience blending ML with financial planning logic
Mentorship from AI experts and financial domain specialists
A portfolio of impactful, productionoriented AI projects
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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