Portfolio Strategist

Job Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Who We Are

Fidelity Investments is a world leader in mutual funds and ETF management. We pride ourselves in proprietary and disciplined research-driven investing. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they endeavor to prepare their clients’ retirement and other significant life goals which demand focused financial management.

Business Overview

The Portfolio Strategist team at Fidelity Investments Canada is responsible for promoting Fidelity’s portfolio construction capabilities. The group is the in-house expert on Fidelity portfolio intelligence across a variety of business lines. The Group works closely with the Sales, Marketing and Corporate Affairs teams to meet the needs of clients in coordination with the Portfolio Management Team and other key areas of the organization.

Role Overview

The Portfolio Strategist is responsible for providing sales, marketing, and portfolio managers with product analysis, expertise, and content for market and regulatory communications. The Portfolio Strategist will also be responsible for supporting sales by providing insight and expertise in the analysis and construction of portfolios and contributing to thought leadership in the portfolio construction space.

Key Accountabilities
- Product Stewardship
- Build, maintain and communicate an expert level of knowledge on assigned products
- Ensure that assigned products deliver on their stated investment objective and strategies
- Product Optimization
- Ensure that assigned products are optimally positioned for success
- Sales & Marketing Support
- Products are fully-supported with content, communications and messages aligned with FIC overall business and sales objectives
- Support sales team members on ad hoc queries for product information, training on products and portfolio construction tool
- Assist in the development and analysis of thought leadership pieces
- Accompany sales team in client meetings supporting discussions about portfolio construction (e.g. demonstrating how different factors in a portfolio contribute to the overall risk of that portfolio)

What We’re Looking For
- Bilingualism in French and English (oral and written)
- More than 5 years of experience working in the financial services/mutual fund industry including experience in portfolio construction.
- Completion of a university degree, ideally with a business focus (Finance, Economics and/or Accounting).
- CFA designation (or in progress)

This is the right role for you if you:

- Have outstanding oral and written communication skills with the ability to engage others in a clear and compelling manner.
- Enjoy creating and delivering presentations to large audiences.
- Your superb communication skills translate into positive interactions and long-term relationships
- Are flexible and adaptable to adjust quickly to change
- Have a high need for achievement and seek out every opportunity to create a win-win situation.

Fidelity Benefits and Perks
- hybrid work arrangements
- Competitive total compensation package
- Company contributes into your RRSP, without a matching requirement from you
- Health benefits and coverage, 100% employer paid premiums, including up to $5000 for therapy
- Health Care Spending Account
- Health and Fitness Reimbursement
- Up to $650 for home office equipment
- Generous time off policy, including 2 paid days annually to volunteer
- Access to over 11,000 training and development courses
- Tuition reimbursement
- Monetary awards for completing a required designation
- Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeksCurrent work authorization for Canada is required for all openings.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.


No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:
Awards
- Canada’s Top 100 Employers (5th consecutive year) 2021
- Greater Toronto’s Top Employers (9th consecutive year) 2021
- Canada’s Top Family Friendly Employer (4th consecutive year) 2021
- Imagine Canada, Caring Company
- Canada’s Top Employer For Young People 2021
- National HR Awards - Best Corporate Social Responsibility Program Award, Ve