Analyst Wealth Investment Research
Analyst Wealth Investment Research
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Job Description
Job Description
This is a hybrid role with a mix of remote and inoffice working.
Current work authorization for Canada is required for all openings.
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.
Fidelity Wealth is a new wealth management service designed to support financial advisors with their succession planning and transition to retirement. Our mission is to help financial advisors achieve their own retirement goals with confidence knowing that their clients will continue to be offered professional financial advice and leading investment management solutions.
To learn more about Fidelity Wealth please visit: We Do
The Analyst Wealth Investment Research is responsible for contributing to the creation management and tracking of our open architecture list of mutual funds ETFs SMAs and other securities on our approved shelf. This position also plays an important role in the ongoing oversight of our discretionary Managed Portfolios including performance evaluation risk monitoring and regular analysis and reporting.
The successful candidate will join our team of subject matter experts who provide ongoing investment insights and guidance to our Wealth Advisors and their clients. The successful candidate will work closely with key partners on the implementation of approved securities investment research legal & compliance and client facing teams to contribute to the successful growth of our wealth management business.
How Youll Make an Impact
Actively manage open architecture approved list of mutual funds ETFs SMAs Alternative Investments and other securities:
Identify best in class investment solutions for inclusion on our recommended investment lists.
Build maintain and communicate approved list of mutual funds ETFs Offering Memorandums and other securities permitted within client accounts.
Prepare and distribute monthly quarterly and annual reporting for our oversight committees and/or compliance audit regulators advisors and clients.
Monitor assigned investment solutions model portfolios and recommended lists for adherence with their stated investment objective and guidelines
Undertake research and evaluate risk criteria to support investment recommendations and monitor securities / model portfolios within compliance tools
Be the subject matter expert for approved securities within investment management and dealer compliance systems
In a timely and accurate manner update changes to approved securities list based on established criteria and/or research and seek appropriate signoff from our governance committees
Build strong relationship with investment and client facing groups educate teams on investment solutions:
Provide regular communications and updates to client facing teams including relevant market commentary investment solution updates and thought leadership on investing and market related topics
Support work with end clients through review and comparison of portfolio solutions
Aid in custom portfolio design as needed
Contribute to the risk assessment of investment products and other securities to ensure appropriate risk ratings and investment objectives:
In partnership with compliance and investment management develop and maintain policy and procedures to risk assess securities.
Ensure all securities have a risk rating and investment objective use available research reports prospectus offering memorandums
Tracking progress across priority projects; identifying risks and proactively managing them based on direction from management.
What Youll Need
Excellent written and verbal communication skills
Team player and relationship builder
Motivated selfstarter and ability to work under pressure of tight deadlines
High attention to detail including accuracy writing and presentation style
What Were Looking For
2 5 years of relevant investment industry experience
University degree in Finance or related field
Demonstrated experience in wealth management or asset management working with any or all of mutual funds ETFs SMAs Alternative Assets portfolio construction and risk management.
Experience with investment research and portfolio management tools such as Morningstar Direct Morningstar AWS Bloomberg Factset Refintiv Workspace CapIntel.
Experience with trade and/or operational implementation an asset.
Experience with Insurance based investment products
Progress toward or completion of CFA designation/advanced business or financial analysis degree
Canadian Securities Course: nice to have.
Some of the ways well help you feel valued and supported as part of our team:
Flexible working arrangements 100 remote hybrid and in office options
Competitive total compensation including company contributions to your group RRSP without a matching requirement from you
Comprehensive health benefits that start on your first day with 100 employerpaid premiums that include up to $5000 annually for mental health services and therapy
Parental leave topup to 100 of your salary for a period of 25 weeks
Up to $650 for home office equipment
Generous time off policy including 2 paid days annually to volunteer at a charity of your choice
Diversity and inclusion programs including an active network of Employee Resource Groups
Extensive professional development opportunities including access to over 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation
We care a lot about fostering a compassionate peoplecentric culture and are proud to have been named one of Canadas Top 100 employers for the last five years.
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
