Senior Analyst, Wealth Investment Research

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Senior Analyst, Wealth Investment Research Apply locations Toronto Office time type Full time posted on Posted 30+ Days Ago job requisition id J50099 Job Description

This is a hybrid role with a mix of remote and in-office working

Current work authorization for Canada is required for all openings.

Who We Are

At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.

What We Do

The Senior Analyst, Wealth Investment Research is responsible for creating, managing, and tracking the list of securities, mutual funds and ETFs that are approved, and setting criteria for risk assessment of securities.

The successful candidate will be a key contributor to and be the subject matter expert for the investment risk framework, understanding model portfolios and conducting research to evaluate risk. The successful candidate will be responsible for liaising with all key partners on the implementation of approved securities including (but not limited to) investment research, legal & compliance, and client facing teams to ensure successful delivery of solutions.

How You'll Make an Impact

Actively manage approved list of securities, mutual funds and ETFs and monitor securities that are accepted from client accounts

• Build, maintain and communicate approved list of securities, mutual funds and ETFs that are allowed within client accounts
• Ensure securities booked to client account are matched to approved list if there is a discrepancy educate advisors via policy (ie. Alternatives, OM, offshore)
• Prepare and distribute monthly, quarterly and annual reporting for compliance, audit, regulators, advisors, and clients as directed by management

Establish criteria to risk assess securities and ensure all securities have a risk rating and investment objective

• In partnership with compliance and investment management, develop and maintain policy and procedures to risk assess securities
• Ensure all securities have a risk rating and investment objective, use available research, reports, prospectus, offering memorandums
• Tracking progress across priority projects; identifying risks, and proactively managing them based on direction from management.

Undertake research and evaluate risk criteria to support investment recommendations and monitor securities / model portfolios within compliance tools

• Be the subject matter expert for securities compliance tools, manage and maintain approved securities list within investment management and dealer compliance systems
• In a timely and accurate manner, update changes to approved securities list based on established criteria and/or research and seek appropriate sign-off on ratings to ensure research was complete
• Monitor assigned investment solutions, model portfolios and recommended lists adherence with their stated investment objective and guidelines

Build strong relationship with investment and client facing groups, educate teams on investment solutions

• Provide regular communications and updates to client facing teams including relevant market commentary, investment solution updates, and thought leadership on investing and market related topics
• Support work with end clients through review and comparison of portfolio solutions
• Aid in custom portfolio design as needed

What You'll Need

• Excellent written and verbal communication skills
• Demonstrated analytical skills
• Team player and relationship builder
• Motivated self-starter and ability to work under pressure of time deadlines
• High attention detail including accuracy, writing style and presentation

What We're Looking For

• years of relevant investment industry experience
• University degree (in Finance or related field) or equivalent work experience
• Knowledge of mutual fund, ETF and/or securities, and associated investment risks as well as understanding of stated investment objectives and guidelines
• Experience with portfolio management, risk management, portfolio analytics and tools to support this work
• Experience with investment products and product compliance is an asset
• Progress toward, or completion of CFA designation/advanced business or financial analysis degree
• CSC is nice to have

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

Great Place To Work Certified

• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams

Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

• Canadian Compassionate Companies – Certified

• Benefits Canada's Workplace Benefits Award - Future of Work Strategy

• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work

About Us

About Us

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers.

To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there's no limit to what you can accomplish here.

We're excited you're considering Fidelity for your career plans. The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple - just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e-mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us.

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at

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