Advance your career as a Senior Analyst for Managed Accounts at Fidelity. Enjoy a flexible 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 cutting-edge 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 (Winnipeg)
🏢 Fidelity International
📍 Winnipeg