Institutional Service Analyst

2 weeks ago

Toronto, Ontario, Canada Fidelity Investments Full time
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 Institutional Distribution division of Fidelity Canada provides a comprehensive range of flexible, high-quality solutions for Canadian institutional plan sponsors and their plan members.

Through our team of sales, relationship management and consultant relations professionals, Institutional Distribution offers solutions for corporate and public defined benefit and defined contribution pension plans, endowments and foundations that cover all major and specialized asset classes.


The Institutional Service Analyst is primarily responsible for acting as point of contact for external inquiries and reporting requests in support of the Sales, Client Management and Consultant Relations teams.

As a key member to the Transitions Team, you will ensure that daily tasks and complex issues are processed in a timely and accurate fashion while adhering to policies, procedures, and regulatory guidelines.

How You'll Make an Impact

  • Point of contact for existing clients for cash flow and trade requests. (cash and in kind)
  • Coordinate with clients, recordkeepers, client managers, operations, Fidelity account executives, portfolio services, and portfolio managers to ensure timely notification and execution of clientinitiated trades.
  • Support the Institutional team with the below tasks:
  • Weekly, monthly, and quarterly reporting needs such as monthly statements, fund holdings and asset allocations, compliance certificates, and regular cash flow reporting
  • Annual reporting needs, by preparing capitalized distribution letters, supporting clients with audit requests etc. and responding to other external client requests
  • Support the institutional team with the investigation of any ad hoc requests: cash/position breaks, overdraft queries, proxy voting enquiries, FX queries and other general questions for separate accounts
  • Timely completion of divisional projects and support of the business initiatives
  • Use continuous improvement methodologies and takes initiative to improve and/or eliminate ineffective processes to gain efficiencies
  • Adhere to and display the corporate values of integrity, commitment, partnership, and balance.
What We're Looking For- Completion of a university degree or equivalent work experience- Minimum 3 years of relevant experience in operations/client services/institutional roles within the financial services industry- Bilingual (verbal and written) in French preferred

What You Will Bring- Strong relationship building skills- Project management skills- Good attention to details- Adept at problem solving and has the ability to multitask- Proactive team player with a desire to improve knowledge across the team and wider department- Solid computer skills, including Excel

  • Knowledge of Salesforce is an asset
  • Flexible and adaptable to adjust quickly to changes
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.

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 (5th consecutive year) 202
  • Greater Toronto's Top Employers (9th consecutive year) 202
  • Canada's Top Family Friendly Employer (4th consecutive year) 202
  • Imagine Canada, Caring Company
  • Canada's Top Employer For Young People 202
  • National HR Awards
  • Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award


 Workplace Benefits Awards
  • Health and Wellness Program
  • Canadian Compassionate Companies Award
Designations

  • A Canadian Compassionate Company
  • An Imagine Canada Caring Compa

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