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Investment Analyst

2 months ago

Toronto, Ontario, Canada Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a highly skilled Investment Analyst to join our Private Wealth Investment Management Group. As an Investment Analyst, you will play a critical role in providing investment research, due diligence support, and portfolio construction expertise to our Private Wealth clients.

Key Responsibilities

  • Build and maintain expert-level knowledge of investment research on private wealth client portfolios, including capital markets analysis.
  • Develop and maintain 'know-your-product' documentation for investment solutions used by Private Wealth clients.
  • Ensure investments utilized by Private Wealth continue to deliver on their stated investment objectives and strategies.
  • Conduct ongoing product research to ensure Private Wealth owns best-in-class investments for clients.
  • Develop and maintain expert knowledge of core private wealth investments, including strengths and weaknesses.
  • Monitor assigned products' adherence to stated investment objectives and guidelines.

Investment & Portfolio Optimization

  • Ensure Private Wealth portfolios and investments are optimally positioned for success.
  • Demonstrate a high level of investment product, market, and competitive investment category expertise.
  • Understand and communicate key drivers of investment success, suitability for a range of investment portfolios, and ensure strategies support long-term growth for Private Wealth clients.
  • Develop and articulate a well-supported view of the future of the category or asset class.

Client Communication Support

  • Prepare and review investment presentations for existing and potential Private Wealth clients.
  • Support relationship management team members on ad hoc client queries for investment information.
  • Assist in the development and analysis of thought leadership pieces for Private Wealth clients and prospects.
  • Occasionally participate in client interactions on Private Wealth investments.
  • Ensure investments are supported with strong baseline documentation and/or collateral that clearly and accurately reflects the investment merits of each position in our portfolios, including client-facing presentation materials.
  • Deliver high-quality product and portfolio manager commentaries in periodic and ad hoc reports.

Relationship Management

  • Build and maintain strong working relations with assigned investment staff, relationship management teams.
  • Coordinate with internal/external investment management business partners on matters as necessary, including assisting with resolution of issues.
  • Demonstrate a high level of internal client service with timely and appropriate responses to all reasonable relationship manager team member requests for information on our investments.
  • Provide portfolio managers with competitive analysis and intelligence to help ensure investments are optimally positioned to meet client goals.
  • Provide portfolio managers with support for marketing and client interactions specifically designed to meet the needs of the audience.

Requirements

  • Minimum 5+ years of investment management industry experience.
  • Prior experience in financial services sales and/or marketing is an asset.
  • University degree in business administration, finance, economics, computer science, or another related field or equivalent work experience.
  • Significant exposure to investment management due diligence and investment manager research.
  • Exposure to portfolio management, trading, compliance, and/or investment operations for an asset manager or related entity.
  • CFA Level 1 or CIM is a must-have.
  • Designations such as an MBA/CFA is an asset.
  • Programming designation is an asset.

About Fidelity Investments

Fidelity Investments is a leading provider of investment products and services to individuals and institutions. We offer a range of investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients achieve their financial goals.

What We Offer

We offer a dynamic and inclusive work environment, with opportunities for growth and development. Our team is dedicated to making a real difference for our clients and communities every day.