Fidelity Pre-Employment Quiz: Prepare for the Hiring Process

1. You’ve made an error in a report that has already been submitted. What’s your next step?

Hope no one notices and move on

Inform your supervisor and suggest a correction

Do it again and submit a corrected one quietly

Wait for a review cycle to update

Notifying your supervisor demonstrates accountability and ensures proper handling of submitted errors. It's better than hiding the mistake.

Explanation

Notifying your supervisor demonstrates accountability and ensures proper handling of submitted errors. It's better than hiding the mistake.

2. You’re working on a task requiring detailed numerical analysis. What tool do you use?

Word processor

Spreadsheet software

Email client

Presentation software

Spreadsheet software is the most appropriate tool for numerical analysis due to its data processing and visualization capabilities.

Explanation

Spreadsheet software is the most appropriate tool for numerical analysis due to its data processing and visualization capabilities.

3. Your team is working remotely. How do you ensure effective communication?

Avoid meetings to focus on work

Schedule regular updates via video calls

Send daily emails only

Rely on messaging apps for all updates

Video calls provide structured, clear communication—especially important in remote work settings that Fidelity supports for global teams.

Explanation

Video calls provide structured, clear communication—especially important in remote work settings that Fidelity supports for global teams.

4. You are under pressure to meet a deadline. How do you stay productive?

Work late into the night without breaks

Take planned breaks and prioritize tasks

Work on multiple tasks at once

Avoid delegation to keep control

Taking breaks and managing tasks shows emotional intelligence and effective time management, promoting sustainable productivity.

Explanation

Taking breaks and managing tasks shows emotional intelligence and effective time management, promoting sustainable productivity.

5. You’re reviewing investment performance for a client. What do you focus on?

Short-term market fluctuations

Client’s risk tolerance and goals

Comparing to competitor benchmarks

Recent gains and losses

Focusing on client’s risk tolerance and goals aligns with Fidelity’s client-first approach and ensures tailored investment strategies.

Explanation

Focusing on client’s risk tolerance and goals aligns with Fidelity’s client-first approach and ensures tailored investment strategies.

6. Your manager asks for your opinion on improving workflow. How do you respond?

Say you’re unsure and wait for others

Give thoughtful suggestions based on experience

Ask your manager to decide

Decline due to lack of time

Offering informed suggestions shows initiative and engagement with process improvement—qualities that reflect leadership potential.

Explanation

Offering informed suggestions shows initiative and engagement with process improvement—qualities that reflect leadership potential.

7. You’re asked to join a diversity initiative. What’s your response?

Say no due to workload

Gladly accept and participate fully

Ask how it aligns with company values

Request more details and timelines

Participation in inclusion efforts shows alignment with Fidelity’s culture of diversity, equity, and belonging.

Explanation

Participation in inclusion efforts shows alignment with Fidelity’s culture of diversity, equity, and belonging.

8. You receive vague instructions on a task. What’s the best action?

Complete the task based on assumption

Ask questions to clarify the requirements

Search for tutorials online

Delay task and prioritize easier ones

Clarifying the task shows proactiveness and communication skills, avoiding missteps and showing responsibility for task quality.

Explanation

Clarifying the task shows proactiveness and communication skills, avoiding missteps and showing responsibility for task quality.

9. You’ve been assigned a team project with a tight deadline. One of your team members is falling behind. What would you most likely do?

Report the issue to your manager immediately

Offer help and check how you can assist

Wait for them to catch up on their own

Do the work yourself to avoid delay

Helping your team member while maintaining accountability shows leadership, empathy, and problem-solving—all qualities valued by Fidelity in team environments.

Explanation

Helping your team member while maintaining accountability shows leadership, empathy, and problem-solving—all qualities valued by Fidelity in team environments.

10. You are given a complex dataset to analyze. What is your first step?

Scan it quickly to get a rough idea

Check for patterns and consistency

Look for outliers and anomalies

Begin writing a summary

Beginning with a check for patterns and consistency ensures that you understand the structure of the data before jumping into conclusions. This is a sound data analysis approach.

Explanation

Beginning with a check for patterns and consistency ensures that you understand the structure of the data before jumping into conclusions. This is a sound data analysis approach.

11. You notice a discrepancy in a financial report. What do you do?

Correct it silently

Notify your supervisor and explain

Ignore it if it doesn’t affect you directly

Tell the client there may be an issue

Reporting the discrepancy maintains integrity and ensures transparency. Fidelity values honesty and attention to detail in financial roles.

Explanation

Reporting the discrepancy maintains integrity and ensures transparency. Fidelity values honesty and attention to detail in financial roles.

12. A colleague consistently misses team meetings. How do you approach the issue?

Ignore it since it's not your responsibility

Talk to them privately and understand why

Mention it in a team meeting

Send a calendar invite for future meetings

Privately approaching the colleague helps maintain team harmony while addressing the issue directly and professionally, demonstrating maturity.

Explanation

Privately approaching the colleague helps maintain team harmony while addressing the issue directly and professionally, demonstrating maturity.

13. During a group task, you disagree with your team’s strategy. What’s your response?

Stick with your opinion without compromise

Discuss your concerns respectfully

Complain about the plan to management

Let the team decide without input

Respectful discussion encourages collaboration and shows that you can engage in constructive conflict resolution—important in Fidelity’s team-based culture.

Explanation

Respectful discussion encourages collaboration and shows that you can engage in constructive conflict resolution—important in Fidelity’s team-based culture.

14. A customer calls with a complaint about a service delay. How do you handle it?

Apologize and escalate it immediately

Listen patiently and provide clear info

Redirect the call to someone else

Tell the customer delays are expected

Listening and providing clarity demonstrates patience and strong communication, key traits for client-facing roles at Fidelity.

Explanation

Listening and providing clarity demonstrates patience and strong communication, key traits for client-facing roles at Fidelity.

15. You’re assigned a task outside of your usual responsibilities. What do you do?

Decline it because it’s unfamiliar

Take it on as a growth opportunity

Request a team member to swap tasks

Ask for help before accepting

Taking unfamiliar tasks as learning opportunities shows growth mindset, initiative, and adaptability, which are key traits Fidelity seeks.

Explanation

Taking unfamiliar tasks as learning opportunities shows growth mindset, initiative, and adaptability, which are key traits Fidelity seeks.