Private Wealth Investment Analyst
3 months ago
As part of Fidelity's innovative working model, you will engage in a flexible hybrid schedule.
Eligibility Requirement
Current work authorization for Canada is mandatory for all positions.
Company Background
Fidelity has been a cornerstone for Canadian investors in building prosperous financial futures for over 35 years. We provide a comprehensive array of trusted investment portfolios and services, continually striving to enhance our offerings for clients. As a privately held firm, we embrace innovation boldly across all sectors as we advance our business into the future.
Joining Fidelity means becoming part of a diverse and committed team that significantly impacts our clients and communities daily. You will have numerous opportunities to grow and develop your career in an inclusive environment where you will feel appreciated and supported to excel both personally and professionally.
Position Summary
Fidelity Private Wealth integrates the investment expertise and capabilities of Fidelity to serve our private wealth clientele. This involves leveraging our world-class research and investment management proficiency to assist clients in achieving their wealth objectives. The Investment Management Group plays a pivotal role in delivering investment research, due diligence support for regulatory compliance, generating investment insights, and aiding in portfolio construction and oversight. The ideal candidate will possess outstanding business acumen combined with strong analytical and communication skills to facilitate the creation and implementation of effective solutions for wealth portfolio management.
Key Responsibilities
Product Research
- Develop, sustain, and convey an expert-level understanding of investment research concerning the assets held by private wealth clients, including the relevant capital markets.
- Maintain necessary 'know-your-product' documentation for investment solutions utilized by the private wealth portfolio management team.
- Ensure that the investments employed by Private Wealth consistently meet their stated objectives and strategies.
- Conduct ongoing product evaluations to guarantee that Private Wealth possesses top-tier investments for our clients.
- Acquire and maintain expert knowledge of core private wealth investments, including their strengths and weaknesses.
- Ensure accurate investment positioning within our portfolios regarding portfolio manager style, process, product attributes, and characteristics.
- Monitor the adherence of assigned products to their stated investment objectives and guidelines.
Investment & Portfolio Optimization
- Ensure that Private Wealth portfolios and investments are strategically positioned for optimal success.
- Exhibit a high level of expertise in investment products, market trends, and competitive investment categories.
- Comprehend and articulate the key factors driving investment success and suitability for various investment portfolios, ensuring our strategies promote long-term growth for private wealth clients.
- Develop and express a well-supported perspective on the future of the category or asset class.
Client Communication Support
- Prepare and review investment presentations for current and prospective private wealth clients.
- Assist relationship management team members with ad hoc client inquiries regarding investment information.
- Contribute to the development and analysis of thought leadership materials for private wealth clients and prospects.
- Occasionally engage in client interactions concerning private wealth investments.
- Ensure that our investments are backed by robust documentation and collateral that accurately reflects the merits of each position in our portfolios, including client-facing presentation materials.
- Deliver high-quality product and portfolio manager commentaries in both periodic and ad hoc reports.
Relationship Management
- Establish and maintain strong working relationships with assigned investment staff and relationship management teams.
- Coordinate with internal and external investment management partners (e.g., Trading, operations, capital markets, relationship managers, dealer compliance) as necessary, including assisting with issue resolution.
- Demonstrate a high level of internal client service with timely and appropriate responses to all reasonable requests from relationship manager team members for information on our investments.
- Provide portfolio managers with competitive analysis and insights to ensure that investments are optimally positioned to meet client objectives.
- Support portfolio managers in marketing and client interactions tailored to meet audience needs.
Qualifications
- Minimum of 5+ years of experience in the investment management industry.
- Prior experience in financial services sales and/or marketing is advantageous.
- A university degree in business administration, finance, economics, computer science, or a related field, or equivalent work experience.
- Significant exposure to investment management due diligence and investment manager research.
- Experience in portfolio management, trading, compliance, and/or investment operations for an asset manager or related entity.
- CFA Level 1 or CIM is essential.
- Additional designations such as an MBA/CFA are beneficial.
- Programming qualifications are an asset.
What You Will Contribute
- Comprehensive understanding of investment product structures across multiple asset classes (equity, fixed income, alternative funds).
- Exceptional communication skills with the ability to articulate medium to complex issues to diverse audiences, including portfolio managers, traders, and clients.
- Quick learner and solutions-oriented problem solver.
- Experience with middle- and back-office operations, procedures, and policies.
- Familiarity with complex software applications in the financial services sector that support portfolio management, trading, and compliance, such as DataPhile, Harmony, Bloomberg, etc.
- Strong analytical and technical skills, including advanced proficiency in Microsoft Excel, Access, VBA, SQL.
- Experience with programming languages like Python is a plus.
- Able to work independently to understand and resolve issues and projects as they arise.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is dedicated to promoting a diverse and inclusive workplace. We will consider all qualified applicants for employment 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 ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from individuals with disabilities. Accommodations are available upon request for candidates participating in the selection process.
No telephone inquiries or agencies please. We appreciate all applicants for their interest; however, only those selected for an interview will be contacted.
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