Advance your career as a Senior Analyst for Managed Accounts at Fidelity. Enjoy a adaptable hybrid work schedule from our Toronto location while focusing on portfolio implementation and oversight. As a Senior Analyst in the Managed Accounts Portfolio Services Group, you'll lead efforts in improving portfolio management practices.

Your role will require a thorough understanding of investment strategies and operational controls. By collaborating with relationship managers and technology partners, you will help streamline processes that benefit both clients and internal teams. Key Responsibilities:

- Oversee trade processes and daily portfolio reconciliations
- Enhance portfolio oversight through innovative technology solutions
- Collaborate with teams to ensure compliance and governance




- Manage pre-trade compliance and elevate issues as needed
- Assess and resolve complex investment challenges Requirements:
- 5+ years of experience in asset management or trading
- University degree or equivalent experience
- Detailed knowledge of investment products and portfolio construction
- CFA Level 1 or CIM designation required
- Associate Advising Representative (OSC) license mandatory Your analytical skills will help drive success in Fidelity's Managed Accounts initiatives, making a meaningful impact on client wealth management.

📌 Senior Managed Accounts Analyst in Toronto
🏢 Fidelity International
📍 Toronto