Private Wealth Portfolio Services Group Analyst
Private Wealth Portfolio Services Group Analyst
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Job Description
Job Description
Who We Are
At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best both personally and professionally.
What We Do
The Private Wealth Portfolio Services group is responsible for running the daytoday discretionary investment management operations of Fidelity Private Wealth and Fidelity Wealth. A core objective of this role is to support the investment team by increasing the control efficiency and consistency of private wealth investment operations. This includes two core functions:
1 Discretionary trading for Fidelity clients. This includes trade modelling pre/post trade compliance providing trade instructions to trade desk and daily reconciliation and;
2 Account and portfolio oversight
Success in this role requires collaboration on new and innovative solutions to streamline private wealth portfolio management operations using leading edge technologybased datadriven 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.
How Youll Make an Impact
- Deliver effective oversight and control of market relate portfolio activities. This includes working dynamically with our relationship managers and partners across the firm on trading settlements new accounts reconciliations security master and related activities.
- Ability to act on behalf of the investment team to address their needs and issues relating to compliance and investment operations matters
- Review clear and/or escalate pretrade compliance issues with portfolio managers relationship managers and compliance counterparts on behalf of the investment team
- Work independently to understand and resolve issues and projects as they arise; coordinate with other Fidelity Canada business partners and act as representative for private wealth as necessary
- Coordinate with internal/external investment management business partners (i.e. Trading operations capital markets relationship managers dealer compliance) on matters as necessary including assisting with resolution of issues
What Were Looking For
- Completion of a University degree or equivalent work experience
- 5 years of relevant experience
- Exposure to Portfolio management trading compliance and/or investment operations for an asset manager or related entity
- Analytical/programming experience
- Previous experience in a similar investment operation and or portfolio services role
- CFA Level 1 or CIM is a must have
- Other designation such as CFA/MBA/related masters degree or programming designation is an asset
What you will Bring
- Excellent analytical and technical skills including an advanced level understanding of Microsoft Excel Access. Knowledge of VBA SQL and Python an asset.
- Excellent communication skills with an ability to articulate medium to complex issues to a variety of audiences including portfolio managers traders and other PSG team members
- Quick learner and solutionsoriented problem solver
- Solid understanding of product structures and investments covering multiple asset classes (equity fixed income alternative funds)
- Experience with middle and backoffice operations including corporate actions is an asset
This is a hybrid role with a mix of remote and inoffice working
Current work authorization for Canada is required for all openings.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. 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 legallyprotected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at .
No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity
We are proud to be recipients of the following:
Awards
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas Top Employers for Young People
Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) Best Place To Work
o HRD 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award Future of Work Strategy
TalentEgg National Recruitment Excellence Award Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team
Required Experience:
IC
Employment Type
Full-Time
