Investment Analyst, Private Wealth Investment Management Group

3 weeks ago

Toronto, Ontario, Canada Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a skilled Investment Analyst to join our Private Wealth Investment Management Group. As a key member of our team, you will be responsible for providing investment research, due diligence support, and portfolio construction 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 analysis.
  • Develop and maintain 'know-your-product' documentation for investment solutions used by our Private Wealth team.
  • 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 our clients.
  • Develop and maintain expert knowledge of core private wealth investments, including strengths and weaknesses.
  • Maintain accurate investment positioning within our 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 our 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 the development and analysis of thought leadership pieces for private wealth clients and prospects.
  • Occasionally participate in client interactions on private wealth investments.
  • Ensure our investments are supported with strong baseline documentation and/or collateral that clearly and accurately reflects the investment merits of each position in our 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 You

  • Excellent understanding of investment product structures covering multiple asset classes (equity, fixed income, alternative funds).
  • Excellent communication skills with an ability to articulate medium to complex issues to a variety of audiences, including portfolio managers, traders, and clients.
  • Quick learner and solutions-oriented problem solver.
  • Experience with middle- and back-office operations, procedures, and policies.
  • Experience working with complex software applications in the financial services industry that support portfolio management, trading, and compliance, e.g., DataPhile, Harmony, Bloomberg, etc.
  • Solid analytical and technical skills, including an advanced level understanding of Microsoft Excel, Access, VBA, SQL.
  • Experience with programming languages such as Python is an asset.
  • Able to independently work to understand and resolve issues and projects as they arise.

What We Offer

Fidelity Investments offers a dynamic and inclusive work environment, with opportunities for growth and development. We are committed to attracting and retaining top talent and offer a competitive compensation package, including a comprehensive benefits program and a 401(k) plan with company match.

How to Apply

If you are a motivated and experienced investment professional looking for a new challenge, please submit your application, including your resume and a cover letter, to [insert contact information].

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