Portfolio Strategist

Found in: Talent CA C2 - 1 week ago

Vancouver, Canada Fidelity Investments Full time

Description

Current work authorization for Canada is required for all openings.

Company Overview

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.

The Opportunity

Portfolio Strategists are responsible for promoting Fidelity’s portfolio construction capabilities. Portfolio Strategists support a dedicated sales region to provide portfolio construction insight and expertise regarding Fidelity’s product offerings, third party products, industry trends, and competitor intelligence. Portfolio Strategists conduct investment portfolio consultations with advisors using Fidelity’s in-house portfolio analytics tool, Fidelity Portfolio Intelligence. The role works closely with Fidelity’s Portfolio Construction team and sales teams to create and support clients’ open architecture model portfolios.

What You’ll Do

-Support advisor clients, Sales, and other internal partners with timely and relevant information

Support advisors in the creation, implementation, and review of customized, open-architecture model portfolios

Conduct independent meetings and accompany the sales team in advisor meetings supporting portfolio construction discussions - some travel required

Support sales team members on ad hoc queries for portfolio construction information and training on Fidelity Portfolio Intelligence

Responsible for supporting Sales by providing insight and expertise in the development of portfolio analysis and construction.

-Establish Fidelity Canada as an industry leader in portfolio construction

Build, maintain, and communicate with expert level of knowledge on portfolio construction concepts

Identify opportunities to develop and execute portfolio construction strategies that will maximize market penetration and increase customer loyalty

Partner with Fidelity’s Portfolio Construction team to educate and promote Fidelity’s portfolio construction philosophy, process, performance, and competitive strengths

Produce and support development of thought leadership and insights regarding portfolio construction

-Contribute to asset allocation discussions and investment model portfolio strategy, oversight, and execution

Partner with Portfolio Construction team, Sales, advisors, and prospects to contribute to the building of model portfolios

Utilize investment tools and market research to discuss recommendations with advisors, including a detailed analysis of risk, return, and diversification for investment portfolios and/or an advisors’ book of business

Develop relationships with Fidelity’s Portfolio Construction team to deliver model portfolios to advisors that meet their needs and expectations

Review products used within model portfolios to discuss notable changes with clients

What We’re Looking For

5+ years of investment market expertise

Completion of a university degree or equivalent work experience

Completion of CFA/MBA/CAIA is an asset

Canadian asset management or wealth management industry knowledge

3+ years of building or analyzing investment portfolios and an expert level of knowledge on portfolio construction concepts

What You’ll Bring

Outstanding oral and written communication skills with the ability to engage others in a clear and compelling manner.

Exceptional analytical skills.

Ability to successfully articulate detailed mechanics of portfolio construction, investment philosophy, and process.

Strong knowledge of Canadian investment products and services.

Enjoy creating and delivering presentations to large audiences.

Proven ability to translate superb communication skills 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.

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