Portfolio Services Group Manager
3 weeks ago
Description Please note 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. The Opportunity The Portfolio Services Manager aims to improve the capacity of the investment team and increase the control, efficiency, and consistency of the investment process and its related functions. The individual will contribute to the overall FIC investment management organization by identifying and implementing improvements / redesign for the investment process and related trade activities. The role will also provide leadership and direction to junior team members, act as a subject matter expert on PSG matters for assigned asset classes, and support the Head of Portfolio Services and COO on other investment services related matters for FCIM. What You Will Do Ability to act on behalf of the investment team to address their needs and issues relating to compliance and investment operations matters. Review, clear and/or elevate pre-trade compliance issues to compliance counterparts on behalf of the investment team Able to independently work to understand and resolve issues and projects as they arise; coordinate with other Fidelity Canada business partners and act as representative for PSG as necessary Lead the day-to-day operations of PSG for assigned asset classes Coordinate with investment management business partners (i.e. Trading, investment operations, capital markets, compliance) on matters as necessary, including assisting with resolution of issues. Coordinate with Head of Portfolio Services and FCIM Director(s) of Research (DoR) to ensure research and other investment services requests are addressed. What We're Looking For 7+ years of significant exposure to portfolio management, trading, compliance and/or investment operations for an asset manager or related entity. University degree in business administration, law, or a quantitative discipline (i.e. accounting, economics, finance, mathematics) or equivalent experience Completion of or enrollment in the Certified Financial Analyst (CFA) program preferred. Competitive Pay for Specialized Talent This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $55.40 to $80.00 based on experience and qualifications. We offer market-aligned rates that recognize the specialized skills and agility required for this role. We’re proud to offer a compensation package that aligns with provincial pay transparency requirements. This posting is for an existing vacancy within our organization. #J-18808-Ljbffr
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Associate - Portfolio Management and Trading
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Manager, Portfolio Management Group
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Toronto, Canada BMO Financial Group Full time100 King Street West Toronto Ontario,M5X 1A1 The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada’s Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Privates Investment Counsel (BPIC)’s philosophy,...
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Portfolio Services Group Manager
3 weeks ago
Toronto, Canada Fidelity Investments Full timeDescription Please note 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...
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Health And Safety Advisor
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