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Senior Fund Oversight Specialist

3 months ago

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

About Fidelity Canada:

Fidelity Canada has been a cornerstone in assisting investors across the nation in crafting robust financial futures for over 35 years. We pride ourselves on offering a diverse array of investment portfolios and services, continually innovating to enhance client experiences. As a privately held entity, we are committed to pioneering advancements in all facets of our operations as we evolve.

Joining Fidelity means becoming part of a dedicated and diverse team that significantly impacts our clients and communities daily. We provide a wealth of opportunities for career advancement in an inclusive environment that values and supports your personal and professional growth.

Position Summary:

The Fund Treasurer's Office is responsible for ensuring fiduciary oversight of the Fidelity (FIC) product line, safeguarding the interests of our investors. We deliver regular reporting and transparency to investors, regulatory bodies, and governance committees, adhering to both internal standards and regulatory mandates.

The Senior Fund Oversight Analyst will primarily manage all operational facets of the funds, contribute to the creation of regulatory continuous disclosure reports, oversee tax filings and distributions, and supervise transfer agency operations.

Key Responsibilities:

  • Oversee and support fund-accounting activities within FPCMS.
  • Represent the Fund Treasurer's Office in various vendor relationship discussions.
  • Serve as the primary contact for interdepartmental inquiries regarding mutual and pooled funds.
  • Ensure timely and meaningful communication of initiatives or findings to the Fund Treasurer's Office and relevant business partners.
  • Provide operational insights during the fund launch process, particularly regarding fund accounting and transfer agency roles.
  • Maintain oversight of security pricing to ensure effective operations and risk management.
  • Collaborate with the Fidelity Tax team to oversee the distribution process and related tax filings, ensuring compliance with the Fund Tax Distribution Policy.
  • Manage the monthly, quarterly, and annual fund distribution processes for FIC mutual funds and the annual distribution for pooled funds, including tax return preparation.
  • Support Treasury Managers in their daily responsibilities.
  • Ensure all annual and semi-annual reports are prepared in line with Canadian generally accepted accounting principles.
  • Provide oversight for Continuous Disclosure Reporting and Tax Distribution.
  • Assist in meeting all regulatory filing deadlines and ensuring compliance with IFRS and NI.
  • Review year-end fund distributions and related tax filings as needed.

Qualifications:

  • A university degree, ideally focused on 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 alternative investments.
  • Possession of an accounting designation (CPA) or equivalent is advantageous.
  • Working towards or holding a CFA designation is a plus.

Skills and Attributes:

  • A detail-oriented and driven professional.
  • Proactive in identifying issues and recommending improvements to existing processes.
  • Exceptional communication skills, capable of conveying complex information simply.
  • Proficient in presenting to senior leadership and committees, both verbally and in writing.
  • A collaborative team player focused on finding solutions that benefit Fidelity and its investors.
  • Motivated by teamwork, process efficiency, and a commitment to excellence.
  • Experience in establishing controls and oversight processes for new alternative products.

This role 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 regardless of various legally protected statuses.

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?

Awards and Recognition:

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

Certified as a Great Place To Work in various categories, including:

  • Best Workplaces for Inclusion
  • Best Workplaces for Mental Wellness
  • Best Workplaces for Today's Youth
  • Best Workplaces for Women
  • Best Workplaces in Financial Services & Insurance
  • Best Workplaces in Ontario
  • Best Workplaces with Most Trusted Executive Teams