Investment Analyst, Private Wealth Investment Management Group

1 month ago


Toronto, Ontario, Canada Fidelity Investments Full time
Job Title: Investment Analyst, Private Wealth Investment Management Group

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 supporting the development and implementation of investment strategies for our private wealth clients.

Key Responsibilities:
  • Conduct in-depth research and analysis of investment opportunities to identify potential risks and rewards.
  • Develop and maintain a deep understanding of investment products, including equity, fixed income, and alternative investments.
  • Collaborate with portfolio managers to develop and implement investment strategies that align with client goals and risk tolerance.
  • Provide high-quality investment recommendations to clients and internal stakeholders.
  • Stay up-to-date on market trends and economic conditions to inform investment decisions.
Requirements:
  • Minimum 5+ years of experience in investment management or a related field.
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound investment decisions.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, portfolio managers, and other stakeholders.
  • Strong knowledge of investment products, including equity, fixed income, and alternative investments.
  • CFA Level 1 or CIM designation is a must-have.
What We Offer:
  • A dynamic and supportive work environment with opportunities for professional growth and development.
  • A competitive salary and benefits package, including a bonus structure that rewards performance.
  • The opportunity to work with a leading investment management firm and contribute to the success of our clients.


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