Elevate your career with Fidelity as a Managed Accounts - Portfolio Services Group Analyst, working on a flexible hybrid schedule in Toronto. Leverage your portfolio management and analytical skills to enhance investment operations.
As a full time Analyst, you will manage day-to-day operations within the Managed Accounts division, ensuring accuracy and efficiency. Your responsibilities will include overseeing portfolio trading, resolving discrepancies, and supporting investment teams with data-driven solutions. This is a pivotal role that offers significant exposure and the chance to collaborate with key stakeholders.
Key Responsibilities:
• Oversee and control market-related portfolio activities
• Monitor portfolio activity and flag trade execution needs
• Assist with trade modeling for portfolio rebalancing
• Resolve issues independently and coordinate with partners
• Collaborate with internal/external investment management
Requirements:
• 3+ years in portfolio management or investment operations
• University degree or equivalent experience required
• CFA Level 1 or CIM certification required
• Advanced Excel knowledge; VBA, SQL, Python as assets
• Experience in middle and back-office operations is a plus
Utilize your analytical prowess and technical skills to support Fidelity's Managed Accounts team and make a meaningful impact.
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📌 Managed Accounts Analyst at Fidelity (Ontario)
🏢 Fil
📍 Ontario