12 Aug
|
Fidelity Canada
|
Ontario
12 Aug
Fidelity Canada
Ontario
Step into a pivotal Senior Analyst role at Fidelity Canada, located in Toronto, working hybrid. Oversee Managed Accounts with a focus on portfolio management and compliance excellence.
Fidelity's Senior Analyst will support investment operations by facilitating the portfolio oversight framework. In a regular, full time capacity, you'll work with trading and relationship teams to drive high-quality portfolio implementation and governance. This position requires keen analytical insights and the ability to solve complex issues impacting clients and stakeholders.
Key Responsibilities:
• Facilitate and oversee daily investment activities
• Monitor compliance and control standards consistently
• Collaborate with internal and external partners
• Improve systems supporting portfolio management processes
• Tackle complex project issues independently
Requirements:
• At least 5 years of relevant experience in investments
• University degree or related experience needed
• CFA Level 1 or CIM designation mandatory
• Skills in programming and data analytics beneficial
• Associate Advising Representative license essential
Leverage your expertise to enhance Fidelity's Managed Accounts systems and client solutions effectively.
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📌 Senior Analyst for Investment Operations (Ontario)
🏢 Fidelity Canada
📍 Ontario