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Financial Industry Investment Portfolio Manager

1 month ago

Toronto, Ontario, Canada Fidelity Investments Full time

Company Overview

Fidelity Investments has been a trusted name in the Canadian financial industry for over 35 years, helping individuals and institutions achieve their long-term wealth goals. Our privately owned company fosters innovation and growth, embracing cutting-edge technologies to deliver exceptional investment solutions.

As a valued member of our team, you will be part of a diverse and dynamic group of professionals dedicated to making a positive impact on our clients' lives and communities. You will have numerous opportunities to grow and develop your career in a supportive environment that values inclusivity, diversity, and teamwork.

The Opportunity

Fidelity Private Wealth combines the expertise of Fidelity's investment management capabilities with the strength of our private wealth clients, providing comprehensive portfolio management services. The Investment Management Group is responsible for delivering high-quality research, due diligence support, investment commentary, and portfolio construction and oversight.

We seek an experienced Investment Portfolio Manager to join our team, requiring exceptional business acumen paired with strong analytical and communication skills. This role involves building relationships with internal and external stakeholders, facilitating the development and adoption of effective investment solutions, and driving portfolio performance.

Key Responsibilities

Investment Research and Due Diligence

  • Become an expert in investment research, maintaining knowledge of capital markets and investments held by private wealth clients.
  • Maintain 'know-your-product' documentation for investment solutions used by the private wealth PM team.
  • Ensure investments meet stated objectives and strategies.
  • Conduct ongoing product research to ensure 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.
  • Monitor assigned products' adherence to stated objectives and guidelines.

Investment and Portfolio Optimization

  • Evaluate and optimize private wealth portfolios for success.
  • Demonstrate expertise in investment products, markets, and competitive categories.
  • Understand and communicate key drivers of investment success and suitability for various portfolios.
  • Develop and articulate a well-supported view of future asset classes or categories.

Client Communication Support

  • Prepare and review investment presentations for existing and potential clients.
  • Support relationship management team members on ad hoc client queries.
  • Assist in developing thought leadership pieces for clients and prospects.
  • Participate in client interactions on private wealth investments.
  • Ensure strong baseline documentation and collateral for each position in our portfolios.
  • Deliver high-quality product and portfolio manager commentaries.

Relationship Management

  • Build and maintain strong working relationships with investment staff and relationship management teams.
  • Coordinate with internal/external partners on matters as necessary.
  • Provide timely and appropriate responses to relationship manager team member requests for information.
  • Support portfolio managers with competitive analysis and intelligence.
  • Facilitate marketing and client interactions tailored to specific audiences.

Requirements

  • Minimum 5+ years of investment management experience.
  • Prior experience in financial services sales/marketing is an asset.
  • University degree in business administration, finance, economics, computer science, or related field/equivalent work experience.
  • Significant exposure to investment management due diligence and investment manager research.
  • Experience in portfolio management, trading, compliance, and/or investment operations.
  • CFA Level 1 or CIM is a must-have.
  • Designations such as MBA/CFA are assets.
  • Programming designation is an asset.

What We Offer

Fidelity Investments offers a competitive salary range of $120,000 - $180,000 annually, depending on experience and qualifications. We also provide a comprehensive benefits package, professional development opportunities, and a dynamic work environment that supports growth and innovation.