Portfolio Manager Research Specialist

2 weeks ago


Toronto, Ontario, Canada Fidelity Investments Full time
Investment Management Expertise

We are seeking a highly skilled Portfolio Manager Research Specialist to join our Private Wealth Investment Management Group. In this role, you will be responsible for conducting in-depth research on investment products, analyzing market trends, and providing expert recommendations to our portfolio managers.

Key Responsibilities:
  • Conduct thorough research on investment products, including due diligence and analysis of financial statements
  • Analyze market trends and economic data to inform investment decisions
  • Develop and maintain a deep understanding of various asset classes, including equity, fixed income, and alternative investments
  • Collaborate with portfolio managers to provide expert recommendations and support investment decision-making
  • Stay up-to-date on industry developments and regulatory changes that impact our investment strategies
Requirements:
  • Minimum 5+ years of experience in investment management or a related field
  • 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 certification is a must-have
  • Strong analytical and technical skills, including advanced Microsoft Excel, Access, VBA, and SQL knowledge
  • Experience working with complex software applications in the financial services industry is an asset
What We Offer:
  • A competitive salary range: $120,000 - $180,000 per year
  • A comprehensive benefits package, including medical, dental, and vision coverage
  • A generous retirement savings plan, including company matching
  • Ongoing professional development opportunities, including training and education programs
  • A dynamic and inclusive work environment that values diversity and teamwork


  • Toronto, Ontario, Canada Green Square Research Inc. Full time

    Job Title: Investment Portfolio SpecialistJob Type: Full-timeJob Category: Finance & AccountingAbout Green Square Research Inc.Green Square Research Inc. is a leading investment company seeking an experienced Investment Portfolio Specialist to join our team. As an Investment Portfolio Specialist, you will be responsible for evaluating financial risk,...


  • Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Portfolio Research Analyst to join our Institutional Asset Allocation Team. As a key member of the team, you will be responsible for supporting the day-to-day management of institutional asset allocation mandates and contributing to the growth of the business.Key ResponsibilitiesSupport...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    About the Role:The Portfolio Investment Specialist will play a key part in managing the operational aspects of RBC’s Canadian Defined Benefit and Defined Contribution pension plans. This will involve providing analytical support to Portfolio Managers in areas such as portfolio performance reporting and analysis.Key Responsibilities:Provide data-driven...


  • Toronto, Ontario, Canada Scotiabank Full time

    **About Scotiabank**Scotiabank is a leading financial institution with a strong presence in Canada and around the world.We are seeking an experienced Portfolio Management Specialist to join our team.Job DescriptionThe Portfolio Management Specialist will play a key role in supporting the delivery of our portfolio management methodologies, including...

  • Portfolio Strategist

    3 weeks ago


    Toronto, Ontario, Canada Green Square Research Inc. Full time

    Work with us at Green Square Research Inc. as an Investment Analyst, where you will be responsible for evaluating financial risk and making informed investment decisions. Your expertise in financial analysis and portfolio management will be crucial in helping our company make strategic investment choices.Key Responsibilities:Evaluate financial risk and make...


  • Toronto, Ontario, Canada CPP Investments Full time

    About CPP InvestmentsCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. With over $500 billion in assets under management, we are one of the largest and most respected institutional investors in the world.We are currently seeking an Equity Portfolio Specialist to join our Active Equities team in Toronto....


  • Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job DescriptionJob Title: Credit Portfolio Management SpecialistThe successful candidate will be part of the TD Securities Toronto CIB Credit team and will be responsible for:Market Data Monitoring – produce daily reports of Credit Default Swaps (CDS) spreads as well as trigger reports on equity, bond, and CDS pricing for borrowers within the TDS Corporate...


  • Toronto, Ontario, Canada Everest Clinical Research Services Inc Full time

    Job DescriptionJob Title: Clinical Research Document SpecialistCompany: Everest Clinical Research Services IncLocation: Remote or Toronto/Markham, Ontario, CanadaJob Type: Full-timeAbout Us:Everest Clinical Research Services Inc is a leading contract research organization (CRO) providing clinical research services to pharmaceutical, biotechnology, and...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    About the OpportunityWe are seeking a highly skilled Senior Portfolio Investment Specialist to join our team in Risk Management at Royal Bank of Canada. As a key member of our organization, you will play a crucial role in supporting our Portfolio Managers in the overall operations of our Canadian Defined Benefit and Defined Contribution pension...


  • Toronto, Ontario, Ontario, Canada Portfolio Payroll - Canada Full time

    Who are we The Portfolio Group is an award-winning specialist recruitment agency sourcing talented professionals across our four specialist Divisions for Payroll, Credit Control, Procurement, and HR & Reward while also partnering with businesses to offer a full RPO solution across the UK. Established in 1988, we now have over 30 years’ experience in the...


  • Toronto, Ontario, Canada Lock Search Group Full time

    Unlock strategic growth with Lock Search Group as a Portfolio Optimization Specialist.Company OverviewA leading financial institution seeks a seasoned expert to drive asset management excellence. This is an exceptional opportunity to join a prestigious organization and contribute to its continued success.SalaryThe estimated annual salary for this position...


  • Toronto, Ontario, Canada Reliable IT Solutions Full time

    About the RoleWe are seeking a skilled Investment Portfolio Manager to join our team at Reliable IT Solutions.The ideal candidate will have a strong background in finance and investment analysis, with the ability to manage and grow investment portfolios.Key ResponsibilitiesDevelop and implement investment strategies to achieve optimal returnsConduct thorough...


  • Toronto, Ontario, Canada niche recruitment Full time

    Job SummaryWe are seeking a highly skilled Senior Portfolio Support Specialist to join our team. In this role, you will provide exceptional support to our Portfolio Managers, serving as their first point of contact for task execution and client correspondence.


  • Toronto, Ontario, Canada Fiera Capital Corporation Full time

    Fiera Capital Corporation is a renowned investment firm dedicated to creating a purpose-driven culture that values its employees' growth and well-being.We offer a competitive salary range of $60,000 - $80,000 per annum, commensurate with experience, to support our team members in achieving their career goals.About the Role:As a Portfolio Administration...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    Company OverviewFidelity 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,...


  • Toronto, Ontario, Canada Equitable Bank Full time

    At Equitable Bank, we're looking for a highly skilled Commercial Mortgage Portfolio Specialist to join our team. This role will be responsible for managing complex commercial mortgage facilities and ensuring that credit risk associated with our portfolio of mortgages is controlled and within approved guidelines.About the RoleThis position requires an...


  • Toronto, Ontario, Canada Tricon Residential Full time

    Job DescriptionAs a Senior Portfolio Optimization Specialist at Tricon Residential, you will play a key role in optimizing our portfolio to drive industry-leading operating and financial performance.About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Portfolio Optimization Specialist. In this role, you will...


  • Toronto, Ontario, Canada Pharma Medica Research Inc. Full time

    Pharma Medica Research Inc. is a leading contract research organization specializing in early phase clinical trials.About the JobWe are seeking a part-time Clinical Research Associate - Blood Collection Specialist to join our team.Job DescriptionThe primary responsibility of this role is to perform clinical procedures, including blood sample collection,...


  • Toronto, Ontario, Canada CPP Investments Full time

    About UsCPP Investments is a leading global investment organization with a diverse portfolio of assets under management exceeding $500 billion. As one of the fastest-growing institutional investors worldwide, we offer a unique opportunity to contribute to our mission of ensuring long-term sustainability for the Canada Pension Plan.As a Strategic Portfolio...


  • Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job DescriptionAs a Credit Portfolio Management Associate at TD Securities, you will play a critical role in supporting our Credit team in the Toronto CIB. Your responsibilities will include:Key ResponsibilitiesMarket Data Monitoring: Analyze and report on Credit Default Swaps (CDS) spreads, equity, bond, and CDS pricing for borrowers within the TDS...