Engage with Fidelity's Managed Accounts as a Portfolio Services Group Analyst on a adaptable hybrid schedule. This role requires keen analytical abilities and solid communication skills to enhance investment operations. As a full time Portfolio Services Group Analyst, you will handle day-to-day operations for discretionary Managed Accounts.

Your primary focus will be ensuring accuracy in trading operations and portfolio oversight. Collaborating with stakeholders, you will leverage your technical abilities in platforms like Microsoft Excel, Access, and SQL to streamline processes and resolve discrepancies. Key Responsibilities:
Ensure market-related portfolio activities are monitored effectively
Oversee daily reconciliation processes for accurate investment records




Investigate discrepancies and coordinate resolutions with partners
Assist with trade modeling for portfolio management
Support client onboarding and operational activities smoothly Requirements:
3+ years experience in portfolio management or trading
University degree or equivalent experience required
CFA Level 1 or CIM certification needed
Experience in programming is an asset
Knowledge of middle and back-office operations is a plus Utilize your analytical expertise and problem-solving skills to support Fidelity’s commitment to superior client service and seamless operations.

📌 Portfolio Services Group Analyst At Fidelity Toronto
🏢 Fidelity International
📍 Toronto