Portfolio Construction Analyst

3 weeks ago

Toronto, Canada Fidelity Investments Full time

Description

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 Portfolio Construction Analyst will contribute to the creation and monitoring of model portfolios for Fidelity Portfolio Solutions’ prospects and clients in partnership with Fidelity’s Portfolio Construction Managers and Portfolio Strategists. The role is part of Fidelity’s Portfolio Construction team that supports all sales regions and its DVPs, BDMs, and BDAs to provide portfolio construction expertise regarding Fidelity’s product offerings, third party products, industry trends, and competitor intelligence. The Portfolio Construction Analyst will be involved in development and ongoing support of Fidelity Portfolio Intelligence.

How You’ll Make an Impact

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

Utilize investment tools and market research to support actionable recommendations, including a detailed analysis of risk, return and diversification aspects of a model portfolio and/or an advisors’ book of business

Partner with Portfolio Construction Managers, Portfolio Strategists, clients, and prospects to contribute to the budling of investment models

Conduct third party manager research to develop strong bench of investment options, using both quantitative and qualitative analysis

Monitor products used within model portfolios for notable changes and communicate impacts

Develop relationships with Fidelity’s Portfolio Construction Managers and Portfolio Strategists

-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 Portfolio Strategists to educate and promote Fidelity’s portfolio construction philosophy, process, performance, and competitive strengths

Assist in providing thought leadership and insights regarding the marketplace

-Support Sales, Marketing & Corporate Affairs with timely & relevant information

Provide expert insights into the development of external investment communication material ensuring portfolio construction information is correct, compelling, and understood relative competitor service offerings

Assist in the development and analysis of thought leadership pieces for the institutional and advisor channels

Support portfolio construction education for those with varying degrees of investment knowledge, including sales team training on Fidelity Portfolio Intelligence

Provide insight and counsel for investment solution improvement and product development initiatives

Provide support for Portfolio Construction Managers and Portfolio Strategists on ad hoc portfolio construction queries

What We’re Looking For

Completion of a University degree or equivalent work experience

3+ years of investment market expertise

Completion of CFA/MBA/CAIA is an asset

Asset management or wealth management industry knowledge

Programming experience is a nice to have

What You Will Bring

Exceptional analytical ability and technical skills, including an advanced level understanding of Microsoft Excel, VBA, SQL, and Python

Strong knowledge of investment products and services

Excellent written and verbal communication skills

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

Proven experience performing complex data analysis

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