Portfolio Construction Analyst

Fidelity Investments View all jobs

Toronto, ON
$85,000-115,000 per year
Permanent
Full-time

1 month ago

Job DescriptionYou will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.Current 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 of Fidelity’s clients by providing portfolio construction expertise regarding Fidelity’s product offerings, third party products, industry trends, and competitor intelligence. The Portfolio Construction Analyst will be involved in ongoing support of Fidelity Portfolio Solutions, which collaborates with advisors to build customized model portfolios.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 model portfoliosPartner with Portfolio Construction Managers and Portfolio Strategists to contribute to the creation of investment models for clients and prospectsConduct third party manager research to develop a strong bench of investment options, using both quantitative and qualitative analysisMonitor products used within model portfolios for notable changes and communicate impacts with the rest of the Fidelity Portfolio Solutions teamDevelop 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 constructionIdentify 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 marketplaceSupport 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 to competitor service offeringsAssist in the development and analysis of marketing and thought leadership pieces for the advisor channelSupport portfolio construction education for those with varying degrees of investment knowledgeProvide 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 expertiseExceptional 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 analysisTotal Rewards That Reflect Your ImpactWe believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.For this role, your total rewards include:

Base Salary and Discretionary Performance Bonus: A competitive annual range of $85,000 to $115,000, based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.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 optionsCompetitive total compensation, including company contributions to your group RRSP without a matching requirement from youComprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapyParental leave top-up to 100% of your salary for a period of 25 weeksUp to $650 for home office equipmentGenerous time off policy, including 2 paid days annually to volunteer at a charity of your choiceDiversity and inclusion programs, including an active network of Employee Resource GroupsExtensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designationFidelity 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:Awards

Canada's Top 100 Employers

o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work

o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion EmployerDesignations

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
Canadian HR Reporter's Most Innovative HR Team

Fidelity Investments

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