Job Description:
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The RoleÂ
Are you a current undergraduate or graduate student looking for a6 monthco-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.Â
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.Â
What You’ll DoÂ
Build, refine, and evaluate ML models for recommendations and financial insights.Â
Support development of agentic AI systems that identify customer financial opportunities.Â
Run experiments, conduct model diagnostics, and analyze performance.Â
Collaborate with data scientists, ML engineers, and financial planning specialists.Â
What We’re Looking ForÂ
RequiredÂ
Pursuing a degree in CS, Data Science, Statistics, Applied Math, Finance/FinTech, or similarÂ
Strong Python skills (pandas, NumPy, scikitlearn)Â
Solid understanding of core ML conceptsÂ
Curiosity about financial planning and wealth managementÂ
PreferredÂ
Experience with classical AI/ML and LLM prompt engineering Â
Exposure to agentic AI or reasoning frameworksÂ
SQL and largedataset experienceÂ
Strong communication and problemsolving skillsÂ
What You’ll GainÂ
Handson work with real AI systems used across Wealth & BrokerageÂ
Experience blending ML with financial planning logicÂ
Mentorship from AI experts and financial domain specialistsÂ
A portfolio of impactful, productionoriented AI projectsÂ
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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M–F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
Certifications:
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