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 advantage 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.#J-18808-Ljbffr

📌 Senior Managed Accounts Analyst In Toronto Winnipeg
🏢 Fidelity International
📍 Winnipeg