Portfolio Construction Manager
Portfolio Construction Manager
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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.
What We Do
The Portfolio Construction Manager will be responsible for creating model portfolios for Fidelitys prospects and clients in partnership with Fidelitys Portfolio Strategists. The role will support all sales regions and its DVPs BDMs and BDAs to provide portfolio construction expertise regarding Fidelitys product offerings third party products industry trends and competitor intelligence. The Portfolio Construction Manager will be involved in all aspects of development and ongoing support of Fidelity Portfolio Solutions.
How Youll Make an Impact
Contribute to asset allocation discussions and investment model portfolio strategy oversight and
Utilize investment tools and market research to make actionable recommendations including a detailed analysis of risk return and diversification aspects of a model portfolio and/or and advisors book of business
Partner with Portfolio Strategists their clients and prospects to contribute to the building of investment models
Conduct third party manager research to develop strong bench of investment options using both quantitative and qualitative analysis
Monitor products used within model portfolios for notable changes and communicate impacts
Develop relationships with Fidelitys Portfolio Strategists and occasionally their prospects and clients
Establish Fidelity Canada as an industry leader in portfolio construction
Build maintain and communicate with expert level of knowledge on portfolio construction concepts
Identify opportunities to develop and execute portfolio construction strategies that will maximize market penetration and increase customer loyalty
Partner with Portfolio Strategists to educate and promote Fidelitys portfolio construction philosophy process performance and competitive strengths
Assist in providing thought leadership and insights regarding the marketplace
Support Sales Marketing & Corporate Affairs with timely & relevant information
Provide expert insights into the development of external investment communication material ensuring portfolio construction information is correct compelling and understood relative competitor service offerings
Assist in the development and analysis of thought leadership pieces
Support portfolio construction education for those with varying degrees of investment knowledge
Provide insight and counsel for investment solution improvement and product development initiatives
Provide support for Portfolio Strategists on ad hoc portfolio construction queries
What Were Looking For
Completion of a University degree or equivalent work experience
7 years of investment market expertise
Completion of CFA/MBA/CAIA is an asset
Canadian Asset management or wealth management industry knowledge
3 years of building and maintaining model portfolios or maintained a
recommended list of 3rd party investment managers and an expert level of knowledge on portfolio construction concepts
What You Will Bring
Exceptional analytical ability
Strong knowledge of investment products and services
Excellent written and verbal communication skills
Ability to successfully articulate detailed mechanics of portfolio construction investment philosophy and process
Proven experience performing complex data analysis
Fidelity Benefits and Perks!
100 remote and hybrid work arrangements
Competitive total compensation package
Opportunity to participate in Fidelity profitsharing program
Company contributes into your RRSP without a matching requirement from you
Health benefits and coverage with no requirement for employee paid premiums including up to $5000 for therapy
Health Care Spending Account
TELUS Health Virtual Care app
Health and Fitness Reimbursement
Up to $650 for home office equipment
Generous time off policy
2 paid days annually to volunteer
Access to over 11000 training and development courses
Tuition reimbursement
Monetary awards for completing a required designation
Annual dues reimbursement for professional designations
Pregnancy/Parental/Adoption Leave Fidelity will topup to 100 of your salary for a period of25 weeks
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:
Manager
Employment Type
Full-Time
