Portfolio Construction Analyst

Fidelity Investments

  • Toronto, ON
  • Permanent
  • Full-time
  • 30 days ago
Job DescriptionYou will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangementCurrent work authorization for Canada is required for all openings.Who We AreAt 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 DoThe 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 executionUtilize 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 businessPartner with Portfolio Construction Managers, Portfolio Strategists, clients, and prospects to contribute to the budling of investment modelsConduct third party manager research to develop strong bench of investment options, using both quantitative and qualitative analysisMonitor products used within model portfolios for notable changes and communicate impactsDevelop relationships with Fidelity’s Portfolio Construction Managers and Portfolio Strategists-Establish Fidelity Canada as an industry leader in portfolio constructionBuild, maintain, and communicate with expert level of knowledge on portfolio construction conceptsIdentify opportunities to develop and execute portfolio construction strategies that will maximize market penetration and increase customer loyaltyPartner with Portfolio Strategists to educate and promote Fidelity’s portfolio construction philosophy, process, performance, and competitive strengthsAssist in providing thought leadership and insights regarding the marketplace-Support Sales, Marketing & Corporate Affairs with timely & relevant informationProvide expert insights into the development of external investment communication material ensuring portfolio construction information is correct, compelling, and understood relative competitor service offeringsAssist in the development and analysis of thought leadership pieces for the institutional and advisor channelsSupport portfolio construction education for those with varying degrees of investment knowledge, including sales team training on Fidelity Portfolio IntelligenceProvide insight and counsel for investment solution improvement and product development initiativesProvide support for Portfolio Construction Managers and Portfolio Strategists on ad hoc portfolio construction queriesWhat We’re Looking ForCompletion of a University degree or equivalent work experience3+ years of investment market expertiseCompletion of CFA/MBA/CAIA is an assetAsset management or wealth management industry knowledgeProgramming experience is a nice to haveWhat You Will BringExceptional analytical ability and technical skills, including an advanced level understanding of Microsoft Excel, VBA, SQL, and PythonStrong knowledge of investment products and servicesExcellent written and verbal communication skillsAbility to successfully articulate detailed mechanics of portfolio construction, investment philosophy, and processProven experience performing complex data analysisFidelity Canada is an equal opportunity employerFidelity 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.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .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:AwardsCanada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young PeopleGreat Place To Work™ CertifiedBest Workplaces for InclusionBest Workplaces for Mental Wellness Best Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsHuman Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
  • Canadian Compassionate Companies – Certified
  • Benefits Canada's Workplace Benefits Award - Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Designations
  • A Canadian Compassionate Company
  • Great Place to Work (Dec 2022 - Nov 2023)
  • Best Workplaces for Women 2023 by Great Place to Work

Fidelity Investments