Portfolio Construction Manager

Description You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.What We DoThe Portfolio Construction Manager will be responsible for creating model portfolios for Fidelity’s prospects and clients in partnership with Fidelity’s Portfolio Strategists. The role will support all of Fidelity’s clients by providing portfolio construction expertiseregarding Fidelity’s product offerings, third party products, industry trends, and competitor intelligence. The Portfolio Construction Manager will be involved in all aspects of development and ongoing support of Fidelity Portfolio Solutions, which collaborates with advisors to build customized model portfolios.How You’ll Make an Impact-Contribute to asset allocation discussions and investment model portfolio strategy, oversight and executionUtilize investment tools and market research to make actionable recommendations, including a detailed analysis of risk, return and diversification aspects of model portfoliosPartner with Portfolio Strategists, their clients, and prospects to contribute to the building of investment modelsConduct third party manager research to develop a strong bench of investment options, leveraging both quantitative and qualitative analysisMonitor products used within model portfolios for notable changes and communicate impactsDevelop relationships with Fidelity’s Portfolio Strategists and other internal stakeholders-Establish Fidelity Canada as an industry leader in portfolio constructionBuild, maintain, and communicate with expert level of knowledge on portfolio construction conceptsIdentify opportunities to develop and execute portfolio construction strategies that will maximize market penetration and increase customer loyaltyPartner with Portfolio Strategists to educate and promote Fidelity’s portfolio construction philosophy, process, performance, and competitive strengthsAssist in providing thought leadership and insights regarding the marketplace-Support Sales, Marketing & Corporate Affairs with timely & relevant informationProvide expert insights into the development of external investment communication material ensuring portfolio construction information is correct, compelling, and understood relative competitor service offeringsAssist in the development and analysis of thought leadership piecesSupport portfolio construction education for those with varying degrees of investment knowledgeProvide insight and counsel for investment solution improvement and product development initiativesProvide support for Portfolio Strategists on ad hoc portfolio construction queriesWhat We’re Looking ForCompletion of a University degree or equivalent work experience7+ years of investment market expertiseCompletion of CFA/MBA/CAIA is an assetCanadian Asset management or wealth management industry knowledge3+ years of building and maintaining model portfolios, or maintained arecommended list of 3rd party investment managers, and an expert level of knowledge on portfolio construction conceptsWhat You Will BringExceptional analytical abilityStrong knowledge of investment products and servicesExcellent written and verbal communication skillsAbility to successfully articulate detailed mechanics of portfolio construction, investment philosophy, and processProven experience performing complex data analysisFidelity Benefits and Perks100% remote and hybrid work arrangementsCompetitive total compensation packageOpportunity to participate in Fidelity profit-sharing programCompany contributes into your RRSP, without a matching requirement from youHealth benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapyHealth Care Spending AccountTELUS Health Virtual Care appHealth and Fitness ReimbursementUp to $650 for home office equipmentGenerous time off policy2 paid days annually to volunteerAccess to over 11,000 training and development coursesTuition reimbursementMonetary awards for completing a required designationAnnual dues reimbursement for professional designationsPregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks