Advance your career as a Senior Analyst for Managed Accounts at Fidelity. Enjoy a versatile 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.
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📌 Senior Managed Accounts Analyst in Toronto (Ontario)
🏢 Fidelity International
📍 Ontario