Investment Analyst

3 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 are optimally positioned for success and align with clients' goals.
  • Prepare and review investment presentations for clients and prospects.
  • Support relationship management team members on client queries and provide portfolio manager commentaries.
  • Build and maintain strong working relationships with internal and external stakeholders.

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

What We Offer

Fidelity Investments offers a dynamic and inclusive work environment, with opportunities for career growth and development. We are committed to providing our employees with the tools and resources they need to succeed.

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