This is a regular, full-time role. You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Fidelity is committed to meeting the wealth needs of Canadians by bringing the full strength of our organization to Managed Accounts. This means combining our world-class research and investment management expertise to help clients achieve their wealth goals. As a privately held company, we are able to take a long-term, big-picture view of the world and its markets.

The Managed Accounts Portfolio Services Group

Analyst (Senior) plays a senior role in supporting discretionary Managed Accounts investment management. The core objective of this role is to strengthen the end-to-end implementation and oversight framework for Managed Accounts portfolios, including senior-level facilitation of investment and rebalancing activities and the continuous enhancement of portfolio oversight and control practices. Facilitation of the portfolio implementation process, including oversight of trade modelling, communication of trade orders to the trading desk, and review of daily reconciliations Enhancement of portfolio oversight processes, including monitoring, controls, and governance, with a focus on ensuring portfolios are constructed and maintained in alignment with product design, investment objectives, and the evolving needs of Managed Accounts clients.

Success in this role requires collaboration across teams to develop and implement innovative solutions that streamline Managed Accounts portfolio management and operations through leading-edge, technology-enabled, data-driven approaches. The successful candidate will demonstrate strong business acumen alongside excellent analytical and communication skills, enabling them to support the development and adoption of effective solutions for the Managed Accounts business. Deliver effective oversight and control of market related portfolio activities.

Working dynamically with relationship managers and internal partners across trading, settlements, recent accounts, reconciliations,



security master, technology, and related functions to ensure consistent and accurate portfolio implementation. Ability to act on behalf of the Managed Accounts Portfolio Services Group in compliance, investment operations, and technology matters. Work with internal IS partners and external technology vendors to define, prioritize, and support system enhancements, controls, and ongoing support requirements in alignment with strategic priorities.

Execute and oversee pre-trade compliance controls on behalf of the Managed Accounts Portfolio Services Group. Review, clear, and elevate pre-trade compliance matters in partnership with portfolio managers, relationship managers, and compliance, ensuring adherence to regulatory requirements and internal policies. Independently assess, manage, and resolve non-routine or complex issues and projects as they arise, coordinating with Fidelity Canada business partners and representing Managed Accounts interests where appropriate.

Significant exposure to portfolio management, product development, trading, and/or investment operations for an asset manager or related entity. Analytical/programming experience. CFA Level 1 or CIM is required.

Must be licensed as Associate Advising Representative (OSC).

Experience as portfolio trader or similar investment operations and portfolio services role is an asset. Advanced proficiency in Microsoft Excel.

Experience with Access, VBA, and programming languages such as Python is an asset. Excellent written and verbal communication skills, with the ability to clearly articulate investment, operational, and technical concepts to both technical and non-technical audiences. Solid understanding of investment products and portfolio construction, including product structures across multiple asset classes (equities, fixed income, and alternative investments)



and how they are used in discretionary managed portfolios.

Experience with middle- and back-office investment operations, including familiarity with portfolio lifecycle processes, operational controls, and related policies and procedures.

Experience working with complex financial services systems that support portfolio management, trading, data, and compliance (e.g., portfolio management systems, market data platforms, and related tooling). No telephone inquiries or agencies please.

Fidelity

Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. Canada's Top Employers for Young People Best Workplaces for Inclusion Best Workplaces for Today's Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance HRD - 5-Star Diversity & Inclusion Employer Designations TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry.

To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here.

Equal Opportunity & Diversity We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Fidelity

Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.

Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $97,000 to $139,000, based on your experience and qualifications.

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📌 Senior Analyst, Managed Accounts Portfolio Services Group (Toronto)
🏢 Fidelity International
📍 Toronto