Portfolio Construction Analyst

1 day ago

Toronto, Canada Fidelity Investments Full time

Job Description

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 Portfolio Construction Analyst will be responsible for creating model portfolios for Fidelity’s prospects and clients in partnership with Fidelity’s Portfolio Strategists. The role will support all sales regions and its DVPs, BDMs, and BDAs to provide portfolio construction expertise regarding Fidelity’s product offerings, third party products, industry trends, and competitor intelligence. The Portfolio Construction Analyst will be involved in all aspects of development and ongoing support of Fidelity Portfolio Intelligence.

How You’ll Make an Impact
- Support Fidelity’s portfolio construction service offerings- Build and maintain model portfolios in collaboration with Portfolio Strategists, their clients, and prospects- Monitor products used within model portfolios for notable changes and communicate impacts- Develop relationships with Fidelity’s Portfolio Strategists, and occasionally their prospects and clients
- Establish Fidelity Canada as an industry leader in portfolio construction- Build, maintain, and communicate with expert level of knowledge on portfolio construction concepts- Identify opportunities to develop and execute portfolio construction strategies that will maximize market penetration and increase customer loyalty- Partner with Portfolio Strategists to educate and promote Fidelity’s portfolio construction philosophy, process, performance, and competitive strengths- Assist in providing thought leadership and insights regarding the marketplace
- Support Sales, Marketing & Corporate Affairs with timely & relevant information- Provide expert insights into the development of external investment communication material ensuring portfolio construction information is correct, compelling, and understood relative competitor service offerings- Assist in the development and analysis of thought leadership pieces for the institutional and advisor channels- Support portfolio construction education for those with varying degrees of investment knowledge, including sales team training on Fidelity Portfolio Intelligence- Provide insight and counsel for investment solution improvement and product development initiatives- Provide support for Portfolio Strategists on ad hoc portfolio construction queries

What We’re Looking For- Completion of a University degree or equivalent work experience- 3+ years of investment market expertise- Completion of CFA/MBA/CAIA is an asset- Asset management or wealth management industry knowledge

What You Will Bring- Exceptional analytical ability- Strong knowledge of investment products and services- Excellent written and verbal communication skills- Ability to successfully articulate detailed mechanics of portfolio construction, investment philosophy, and process- Proven experience performing complex data analysis

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) 2021
- Greater Toronto’s Top Employers (9th consecutive year) 2021
- Canada’s Top Family Friendly Employer (4th consecutive year) 2021
- Imagine Canada, Caring Company
- Canada’s Top Employer For Young People 2021
- 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 Company

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