Investment Analyst, Private Wealth Investment Management Group
2 weeks ago
Job Summary
Fidelity Investments is seeking a skilled Investment Analyst to join our Private Wealth Investment Management Group. As an Investment Analyst, you will be responsible for providing investment research and due diligence support to our Private Wealth Portfolio Management team.
Key Responsibilities
- Build and maintain expert knowledge of investment products and markets
- Conduct ongoing product research to ensure Private Wealth owns best-in-class investments for our clients
- Develop and maintain accurate investment positioning within our portfolios
- Monitor assigned products for adherence to their stated investment objectives and guidelines
- Support relationship management team members on ad-hoc client queries for investment information
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
About Fidelity Investments
Fidelity Investments is a leading provider of investment management and retirement services. We offer a range of investment portfolios and services to individuals and institutions, and we're committed to helping our clients achieve their financial goals.
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Toronto, Ontario, Canada Fidelity Investments Full timeJob Title: Investment Analyst, Private Wealth Investment Management GroupFidelity 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...
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Toronto, Ontario, Canada Fidelity Investments Full timeJob Title: Investment Analyst, Private Wealth Investment Management GroupFidelity 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...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a 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 ResponsibilitiesBuild and maintain...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the RoleFidelity 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 and oversight to our Private Wealth clients.Key ResponsibilitiesBuild and maintain...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the RoleFidelity 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 ResponsibilitiesBuild and maintain expert-level...
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