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Senior Analyst, Wealth Investment Research
4 months ago
Description
This is a hybrid role with a mix of remote and in-office working
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.
What We Do
The Senior Analyst, Wealth Investment Research is responsible for creating, managing, and tracking the list of securities, mutual funds and ETFs that are approved, and setting criteria for risk assessment of securities.
The successful candidate will be a key contributor to and be the subject matter expert for the investment risk framework, understanding model portfolios and conducting research to evaluate risk. The successful candidate will be responsible for liaising with all key partners on the implementation of approved securities including (but not limited to) investment research, legal & compliance, and client facing teams to ensure successful delivery of solutions.
How You’ll Make an Impact
Actively manage approved list of securities, mutual funds and ETFs and monitor securities that are accepted from client accounts
Build, maintain and communicate approved list of securities, mutual funds and ETFs that are allowed within client accounts
Ensure securities booked to client account are matched to approved list if there is a discrepancy educate advisors via policy (ie. Alternatives, OM, offshore)
Prepare and distribute monthly, quarterly and annual reporting for compliance, audit, regulators, advisors, and clients as directed by management
Establish criteria to risk assess securities and ensure all securities have a risk rating and investment objective
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.
Undertake research and evaluate risk criteria to support investment recommendations and monitor securities / model portfolios within compliance tools
Be the subject matter expert for securities compliance tools, manage and maintain approved securities list within investment management and dealer compliance systems
In a timely and accurate manner, update changes to approved securities list based on established criteria and/or research and seek appropriate sign-off on ratings to ensure research was complete
Monitor assigned investment solutions, model portfolios and recommended lists adherence with their stated investment objective and guidelines
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
What You’ll Need
Excellent written and verbal communication skills
Demonstrated analytical skills
Team player and relationship builder
Motivated self-starter and ability to work under pressure of time deadlines
High attention detail including accuracy, writing style and presentation
What We’re Looking For
7 - 10 years of relevant investment industry experience
University degree (in Finance or related field) or equivalent work experience
Knowledge of mutual fund, ETF and/or securities, and associated investment risks as well as understanding of stated investment objectives and guidelines
Experience with portfolio management, risk management, portfolio analytics and tools to support this work
Experience with investment products and product compliance is an asset
Progress toward, or completion of CFA designation/advanced business or financial analysis degree
CSC is nice to have
