06 Sep
|
Fidelity Canada
|
Toronto
06 Sep
Fidelity Canada
Toronto
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