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 perk 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
🏢 Fidelity International
📍 Toronto