Analyst, Wealth Investment Research

Job Description

This is a hybrid role with a mix of remote and in-office working.
- 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.

Fidelity Wealth is a new wealth management service, designed to support financial advisors with their succession planning and transition to retirement. Our mission is to help financial advisors achieve their own retirement goals with confidence, knowing that their clients will continue to be offered professional financial advice and leading investment management solutions.

To learn more about Fidelity Wealth, please visit:
What We Do

The Analyst, Wealth Investment Research, is responsible for contributing to the creation, management, and tracking of our open architecture list of mutual funds, ETFs, SMA’s and other securities on our approved shelf. This position also plays an important role in the ongoing oversight of our discretionary Managed Portfolios, including performance evaluation, risk monitoring, and regular analysis and reporting.

How You’ll Make an Impact

Actively manage open architecture approved list of mutual funds, ETFs, SMA’s, Alternative Investments and other securities:
- Identify best in class investment solutions for inclusion on our recommended investment lists.- Build, maintain and communicate approved list of mutual funds, ETFs, Offering Memorandums, and other securities permitted within client accounts.- Prepare and distribute monthly, quarterly, and annual reporting for our oversight committees, and/or compliance, audit, regulators, advisors, and clients.- Monitor assigned investment solutions, model portfolios and recommended lists for adherence with their stated investment objective and guidelines

Undertake research and evaluate risk criteria to support investment recommendations and monitor securities / model portfolios within compliance tools-
- In a timely and accurate manner, update changes to approved securities list based on established criteria and/or research and seek appropriate sign-off from our governance committees

Build strong relationship with investment and client facing groups, educate teams on investment solutions:
- Provide regular communications and updates to client facing teams including relevant market commentary, investment solution updates, and thought leadership on investing and market related topics- Support work with end clients through review and comparison of portfolio solutions- Aid in custom portfolio design as needed

Contribute to the risk assessment of investment products and other securities to ensure appropriate risk ratings and investment objectives:
- In partnership with compliance and investment management, develop and maintain policy and procedures to risk assess securities.- Ensure all securities have a risk rating and investment objective, use available research, reports, prospectus, offering memorandums- Tracking progress across priority projects; identifying risks, and proactively managing them based on direction from management.

What You’ll Need- Excellent written and verbal communication skills- Team player and relationship builder- Motivated self-starter and ability to work under pressure of tight deadlines- High attention to detail including accuracy, writing, and presentation style

What We’re Looking For- 2 - 5 years of relevant investment industry experience- University degree in Finance or related field- Demonstrated experience in wealth management, or asset management, working with any, or all of mutual funds, ETF’s, SMA’s, Alternative Assets, portfolio construction, and risk management.- Experience with investment research and portfolio management tools such as Morningstar Direct, Morningstar AWS, Bloomberg, Factset, Refintiv Workspace, CapIntel.- Experience with trade execution, and/or operational implementation an asset.- Experience with Insurance based investment products- Progress toward, or completion of CFA designation/advanced business or financial analysis degree- Canadian Securities Course: nice to have.

Some of the ways we’ll help you feel valued and supported as part of our team:
- Flexible working arrangements - 100% remote, hybrid, and in office options- Competitive total compensation, including company contribut