Investment Analyst

Job Description
- You will be working on a predefined hybrid schedule as part of Fidelity’s dynamic working arrangement._
- Current work authorization for Canada is required for all openings._

Who We Are

At 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.

How You'll Make an Impact

The Investment Analyst will provide sales, marketing, and portfolio managers with product analysis, expertise, and content for market and regulatory communications.

Key responsibilities:
- Build, maintain and communicate a expert level of knowledge on assigned strategies (Funds/ETFs) and the capital markets in which they invest- Build and maintain strong working relations with assigned investment staff, retail sales team, marketing, and institutional teams.- Products are fully-supported with content, communications and messages aligned with FIC’s overall business and sales objectives- Ensure that assigned Funds/ETFs are optimally positioned for success- Support sales team members on ad hoc queries for product information and training- Assist in the development and analysis of thought leadership pieces- Conduct competitor research and maintain strong understanding of competitor funds based on your Fund/ETF coverage- From time to time, participate in client interactions on assigned strategies

What We’re Looking For-
- Completion of CAIA (Chartered Alternative Investment Analyst), CFA designation or Master’s degree is an asset- 2 - 5 years of investment market expertise

The Expertise You Will Bring- Excellent analytical, writing, oral communication, presentation and interpersonal skills- Ability to take initiative, work independently and handle multiple tasks- Excellent time management skills with the ability to work under tight deadlines with commitment to excellence.- Proficient in Microsoft Word, Excel and PowerPoint. Working knowledge of VBA is an asset but is not required.

Some of the ways we will help you feel valued and supported as part of our team:
- Flexible working arrangements - hybrid, and in office options.- Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.- Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.- Parental leave top-up to 100% of your salary for a period of 25 weeks.- Up to $650 for home office equipment.- Generous time off policy, including two paid days annually to volunteer at a charity of your choice.- Diversity and inclusion programs, including an active network of Employee Resource Groups.- Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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
- Greater Toronto's Top Employers
- Canada's Top Family-Friendly Employers
- Canada's Top Employers for Young People
- Great Place To Work® Certified
- Best Workplaces for Inclusion
- Best Workplaces for Mental Wellness
- Best Workplaces for Today's Youth
- Best Workplaces for Women
- Best Workplaces in Financial Services & Insurance
- Best Workplaces in Ontario
- Best Workplaces with Most Trusted Executive Teams
- LinkedIn Top Companies in Canada
- Human Resource Director (HRD) - Best Place To Work
- HRD - 5-Star Benefit Program
- HRD - 5-Star Diversity & Inclusion Employer

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