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 independentlyRequirements:
- 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 essentialLeverage your expertise to enhance Fidelity's Managed Accounts systems and client solutions effectively.#J-18808-Ljbffr
📌 Senior Analyst For Investment Operations (Toronto)
🏢 Fidelity Canada
📍 Toronto
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.