Excel as a Fidelity Analyst specializing in Managed Accounts. This full-time hybrid role emphasizes investment research, product optimization, and client presentation skills.

As an Analyst with Fidelity, your primary focus will be on investment research and managing portfolio optimizations to meet client needs. You will also support relationship management, assisting with client inquiries and creating vital investment presentations. Your insights will enhance the Managed Accounts team's ability to navigate and optimize investment solutions.

Key Responsibilities:
• Provide expert investment research for Managed Accounts
• Ensure compliance with product documentation standards
• Analyze and report on investment performance and client objectives




• Develop client presentation materials and responses
• Collaborate with diverse internal teams for effective solutions

Requirements:
• Requires a university degree or relatable experience
• 3 years of investment management experience required
• Knowledge in portfolio management and compliance processes
• Experience with tools like Bloomberg is preferred
• Solid verbal and written communication skills

Bring your analytical expertise to Fidelity and make a significant difference in client investment portfolios.
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📌 Fidelity Analyst for Managed Accounts (Ontario)
🏢 Fidelity Canada
📍 Ontario