Elevate your career with Fidelity as a Managed Accounts - Portfolio Services Group Analyst, working on a adaptable 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.
📌 Managed Accounts Analyst at Fidelity (Toronto)
🏢 Fil
📍 Toronto