Investment Analyst

2 weeks 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

  • Conduct in-depth investment research on private wealth clients' portfolios, including capital markets analysis and due diligence support.
  • Develop and maintain expert knowledge of investment products, including strengths and weaknesses.
  • Ensure that investments utilized by Private Wealth continue to deliver on their stated investment objectives and strategies.
  • Collaborate with internal and external business partners to resolve issues and provide timely responses to relationship manager team member requests.
  • Provide portfolio managers with competitive analysis and intelligence to help ensure that investments are optimally positioned to meet client goals.

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.
  • CFA Level 1 or CIM is a must-have.
  • Designations such as an MBA/CFA is an asset.

What We Offer

Fidelity Investments offers a dynamic and inclusive work environment, with opportunities for career growth and development. As a member of our team, you will have access to cutting-edge technology, training, and resources to help you succeed in your role.

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