Job Description Current work authorization for Canada is required for all openings 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. Company Overview At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally. The Opportunity 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. This allows us to provide unique insights to clients, meaningful thought leadership to the marketplace,



and distinctive opportunities for our employees. The Managed Accounts - Portfolio Services Group Analyst is responsible for running the day-to-day portfolio management operations of discretionary Managed Accounts. A core objective of this role is to support the investment team by increasing the control, efficiency, and consistency of investment operations. This includes two core functions: 1) Assist with the execution and oversight of portfolio trading operations, including trade modelling, reconciliation, and issue resolution to ensure accurate portfolio records. 2) Strengthen portfolio oversight and data integrity by proactively monitoring activity, identifying discrepancies, and coordinating with stakeholders. Success in this role requires collaboration on current and innovative solutions to streamline Managed Accounts operations using leading edge, technology-based, data-driven solutions. The successful candidate requires exceptional business acumen paired with strong analytical/communication skills to help facilitate the development and adoption of effective solutions for the wealth management business. What You’ll Do Deliver effective oversight and control of market-related portfolio activities, including hands on responsibility for daily reconciliation processes and ensuring the accuracy and integrity of the investment book of record. Proactively monitor portfolio activity, flag trade requirements for execution, and investigate discrepancies or unusual results, working closely with relationship managers, advisors, and internal partners to support trading, settlements,

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