Current jobs related to Investment Analyst - Toronto, Ontario - Fidelity Investments

  • Investment Analyst

    2 months ago

    Toronto, Ontario, Canada CPP Investments Full time

    {"title": "Investment Analyst Role", "description": "Job SummaryCPP Investments is seeking a highly skilled Investment Analyst to join our Private Equity team in Toronto. As an Investment Analyst, you will play a key role in executing private equity fund commitments and direct equity co-investments alongside private equity firms.Key ResponsibilitiesResearch...

  • Investment Analyst

    2 months ago

    Toronto, Ontario, Canada CPP Investments Full time

    {"title": "Investment Analyst Role", "description": "Job SummaryCPP Investments is seeking a highly skilled Investment Analyst to join our Private Equity team in Toronto. As an Investment Analyst, you will play a key role in executing private equity fund commitments and direct equity co-investments alongside private equity firms.Key ResponsibilitiesResearch...

  • Investment Analyst

    4 weeks ago

    Toronto, Ontario, Canada ADD CANADA Full time

    Job Title: Investment AnalystADD Canada is seeking an experienced Investment Analyst to join our team. As an Investment Analyst, you will be responsible for analyzing financial and investment information, preparing company and industry outlooks, and advising on financial aspects of contracts and calls for tender.Key Responsibilities:Analyze financial and...

  • Investment Analyst

    3 weeks ago

    Toronto, Ontario, Canada CANADA LTD. Full time

    At CANADA LTD., we are seeking a skilled Investment Analyst to join our team. The successful candidate will be responsible for collecting and analyzing financial and investment information about companies, stocks, bonds, and other investments. This will involve examining and analyzing financial and investment information, including company profiles, stock...

  • Investment Analyst

    4 weeks ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Job Title: Investment AnalystWe are seeking a highly skilled Investment Analyst to join our team at Alliance REIT Management Corp.Job SummaryThe Investment Analyst will be responsible for collecting and analyzing financial and investment information to provide recommendations to clients and senior company officials.Key ResponsibilitiesCollect and analyze...

  • Investment Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    About the RoleCPP Investments is seeking a highly motivated and detail-oriented Investment Analyst to join our team. As an Investment Analyst, you will play a key role in supporting the Funds team in executing private equity fund commitments and direct equity co-investments.Key ResponsibilitiesConduct thorough research and analysis to identify potential...

  • Investment Analyst

    1 month ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity 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 ResponsibilitiesConduct in-depth...

  • Investment Analyst

    1 month ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity 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 ResponsibilitiesConduct in-depth...

  • Investment Analyst

    1 month ago

    Toronto, Ontario, Canada Cadillac Fairview Full time

    Job Summary:Cadillac Fairview seeks a highly skilled Investment Analyst to join our team. As an Investment Analyst, you will provide expertise in Investments and conduct complex analysis of data, developing related reports and recommendations to support the Investments group in all of its initiatives.Key Responsibilities:Assist in underwriting real estate...

  • Investment Analyst

    1 month ago

    Toronto, Ontario, Canada Cadillac Fairview Full time

    Job Summary:Cadillac Fairview seeks a highly skilled Investment Analyst to join our team. As an Investment Analyst, you will provide expertise in Investments and conduct complex analysis of data, developing related reports and recommendations to support the Investments group in all of its initiatives.Key Responsibilities:Assist in underwriting real estate...

  • Investment Analyst

    1 month ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Investment Analyst Job DescriptionWe are seeking a highly skilled Investment Analyst to join our team at Alliance REIT Management Corp.Key Responsibilities:Collect and analyze financial and investment information about companies, stocks, bonds, and other investments.Examine and analyze financial and investment information to identify trends and...

  • Investment Analyst

    1 month ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Investment Analyst Job DescriptionWe are seeking a highly skilled Investment Analyst to join our team at Alliance REIT Management Corp. The successful candidate will be responsible for analyzing financial and investment information, providing investment advice, and supporting newcomers and refugees.Key Responsibilities:Financial Analysis: Collect and examine...

  • Investment Analyst

    1 month ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Investment Analyst Job DescriptionWe are seeking a highly skilled Investment Analyst to join our team at Alliance REIT Management Corp. The successful candidate will be responsible for analyzing financial and investment information, providing investment advice, and supporting newcomers and refugees.Key Responsibilities:Financial Analysis: Collect and examine...

  • Investment Analyst

    3 weeks ago

    Toronto, Ontario, Canada Starlight Group Property Holdings Inc. Full time

    **Job Summary**Starlight Group Property Holdings Inc. is seeking a highly skilled Investment Analyst to join our team. As an Investment Analyst, you will be responsible for analyzing and evaluating development opportunities across our Canadian residential and mixed-use commercial portfolio.**Key Responsibilities**Develop and maintain a thorough understanding...

  • Investment Portfolio Analyst

    3 weeks ago

    Toronto, Ontario, Canada Green Square Research Inc. Full time

    Investment Analyst Job DescriptionGreen Square Research Inc. is seeking a skilled Investment Analyst to join our team. As an Investment Analyst, you will be responsible for evaluating financial risk, collecting and analyzing financial and investment information, and providing investment advice to clients and senior company officials.Key...

  • Investment Analyst

    4 weeks ago

    Toronto, Ontario, Canada Cossette Media Full time

    Join Our Team as an Investment AnalystWe're a dynamic and innovative company, Cossette Media, seeking a skilled Investment Analyst to join our team. As an Investment Analyst, you will play a crucial role in building and maintaining forecasting and actualized investment and revenue dashboards. Your expertise will help us make informed decisions and drive...

  • Investment Analyst

    4 weeks ago

    Toronto, Ontario, Canada Cossette Media Full time

    Join Our Team as an Investment AnalystWe're a dynamic and innovative company, Cossette Media, seeking a skilled Investment Analyst to join our team. As an Investment Analyst, you will play a crucial role in building and maintaining forecasting and actualized investment and revenue dashboards. Your expertise will help us make informed decisions and drive...

  • Investment Portfolio Analyst

    3 weeks ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Job Title: Investment Portfolio AnalystAbout the Role:We are seeking a highly skilled Investment Portfolio Analyst to join our team at Alliance REIT Management Corp. As an Investment Portfolio Analyst, you will be responsible for collecting and analyzing financial and investment information to provide valuable insights to our clients.Key...

  • Investment Analyst

    1 month ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job OpportunityCPP Investments is seeking a highly skilled Investment Analyst to join our team in Toronto.The successful candidate will work closely with our experienced team to execute private equity fund commitments and direct equity co-investments alongside private equity firms.Key ResponsibilitiesConduct thorough research and analysis to identify new...

  • Investment Analyst

    1 month ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job OpportunityCPP Investments is seeking a highly skilled Investment Analyst to join our team in Toronto.The successful candidate will work closely with our experienced team to execute private equity fund commitments and direct equity co-investments alongside private equity firms.Key ResponsibilitiesConduct thorough research and analysis to identify new...

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 and oversight to our private wealth clients.

Key Responsibilities

  • Build and maintain expert-level knowledge of investment research on private wealth clients' investments, including capital markets.
  • Maintain 'know-your-product' documentation for investment solutions used by private wealth PM teams.
  • 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.
  • Maintain accurate investment positioning within portfolios on dimensions of portfolio manager style, process, product attributes, and characteristics.
  • 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 high-level investment product, market, and competitive investment category expertise.
  • Understand and communicate key drivers of investment success, suitability for a range of investment portfolios, ensuring 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 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 investment merits of each position in portfolios, including client-facing presentation materials.
  • Deliver high-quality product and portfolio manager commentaries in periodic and ad hoc reports.

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 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.

What We Offer

Fidelity Investments offers a dynamic and inclusive work environment where you'll have opportunities to grow and develop your career. You'll work with a diverse and dedicated group of people who make a real difference for our clients and communities every day.