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Senior Fund Oversight Specialist

3 months ago

Old Toronto, Ontario, Canada Fidelity Canada Full time
Job Overview

About Fidelity Canada:

For over 35 years, Fidelity Canada has been dedicated to empowering investors to achieve their financial goals. We provide a comprehensive array of investment solutions and services to both individuals and institutions, continually striving to innovate and enhance our offerings.

Joining Fidelity means becoming part of a diverse and committed team that positively impacts our clients and communities. We foster an inclusive environment that encourages personal and professional growth, ensuring every team member feels valued and supported.

Position Summary:

The Fund Treasurer's Office is responsible for the fiduciary oversight of Fidelity's product line, ensuring the interests of our investors are prioritized. We deliver regular reporting and transparency to stakeholders, adhering to both internal standards and regulatory mandates.

The Senior Fund Oversight Analyst plays a crucial role in managing the operational facets of our funds, aiding in the creation of regulatory reports, and overseeing tax-related processes and distributions.

Key Responsibilities:

  • Oversee and support fund accounting activities within FPCMS.
  • Represent the Fund Treasurer's Office in meetings with various fund vendors.
  • Serve as the primary contact for internal departments regarding mutual and pooled fund inquiries.
  • Ensure timely communication of initiatives and findings to the Fund Treasurer's Office and relevant business partners.
  • Provide operational insights during the fund launch process, focusing on fund accounting and transfer agency roles.
  • Monitor security pricing to ensure effective operations and risk management.
  • Collaborate with the Fidelity Tax team to oversee distribution processes and tax filings, ensuring compliance with the Fund Tax Distribution Policy.
  • Act as a key contact for the fund distribution process, including monthly, quarterly, and annual distributions.
  • Support Treasury Managers in their daily responsibilities.
  • Ensure that all annual and semi-annual reports comply with Canadian accounting standards.
  • Oversee Continuous Disclosure Reporting and Tax Distribution processes.
  • Assist in meeting regulatory filing deadlines and ensuring compliance with IFRS and NI.
  • Review year-end fund distributions and related tax filings.

Qualifications:

  • University degree, ideally in Finance or Accounting.
  • 3-5 years of experience in the financial sector.
  • Strong understanding of the Canadian and global investment landscape, including NI regulations.
  • Familiarity with fund accounting, pricing, custody, and operational aspects of investment funds, including alternatives.
  • Accounting designation (CPA) or equivalent is advantageous.
  • Possession of, or progress towards, a CFA designation is a plus.

Skills and Attributes:

  • Detail-oriented and driven professional.
  • Proactive in identifying issues and suggesting process improvements.
  • Exceptional communicator, able to convey complex information clearly.
  • Skilled in presenting to senior leadership and committees, both verbally and in writing.
  • Collaborative team player focused on achieving the best outcomes for Fidelity and its investors.
  • Committed to process efficiency and excellence.
  • Experience in establishing controls and oversight for new alternative products.

This position offers a hybrid work model, combining remote and in-office responsibilities.

Fidelity Canada is an equal opportunity employer.

We are dedicated to fostering a diverse and inclusive workplace, considering all qualified applicants without regard to 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 status.

Accommodation during the application process:

Fidelity Canada encourages applications from individuals with disabilities and provides accommodations upon request during the selection process.

Why Choose Fidelity?

We are proud recipients of numerous awards, including:

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

We are also recognized as a Great Place To Work, receiving accolades for:

  • Best Workplaces for Inclusion
  • Best Workplaces for Mental Wellness
  • Best Workplaces for Today's Youth
  • Best Workplaces for Women