Senior Analyst, Wealth Investment Research

This is a hybrid role with a mix of remote and in-office working

Current work authorization for Canada is required for all openings.

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

Fidelity Canada is an equal opportunity employer

Fidelity 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 process

Fidelity 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

Best Workplaces for Inclusion

Best Workplaces for Mental Wellness Best Workplaces for Today's Youth

Best Workplaces for Women

Best Workplaces in Financial Services & Insurance

Best Workplaces in Ontario

Best Workplaces with Most Trusted Executive Teams

Human 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

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