24 Sep
|
Fidelity International
|
Toronto
24 Sep
Fidelity International
Toronto
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 challengesRequirements:
- 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 mandatoryYour 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
🏢 Fidelity International
📍 Toronto