Senior Technical Analyst, Portfolio Management
Senior Technical Analyst, Portfolio Management
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Job Description
Job Description
Current work authorization for Canada is required for all openings.
You will be working on a Hybrid office schedule as part of Fidelitys dynamic working arrangement.
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.
How Youll Make an Impact
The Senior Technical Analyst Portfolio Management is responsible for the development and maintenance of new robust portfolio construction and analysis tools to support Fidelity Portfolio Solutions Portfolio Construction team and Portfolio Strategists. The Developer and the new tools they create will contribute to the creation of model portfolios for Fidelity Portfolio Solutions prospects and clients in partnership with Fidelitys Portfolio Construction Managers and Portfolio Strategists. Perform tool administration tasks and develop interactive data visualizations dashboards and reports using Tableau Desktop and Power BI.
What You Will Do
- Design and build new tools that help in the process of investment fund selection and allocation in multi-asset class portfolios using Python potentially applying optimization models
- Design develop and maintain databases that support portfolio construction processes
- Partner with team members in the Portfolio Solutions team other partners and third-party vendors to deliver solutions that meet desired outcomes
- Provide suitable solutions that support and extend the usage of vendor products including MSCI and Morningstar
- Responsible for the production communication and presentation of relevant documentation to colleagues to facilitate knowledge transfers
Skills and Knowledge
- Knowledge of and experience working with Python Power BI and VBA in investment and financial applications
- Experience and proficiency in SQL development such as Snowflake Oracle etc.
- Understanding of object orientated application development and the use of APIs
- Understanding of Portfolio optimization models
- Good inter-personal communication documentation facilitation & presentation skills
- Good attention to detail
- Ability to work independently while being in a team environment
- Strong problem-solving abilities that are conceptual and innovative
What Were Looking For
- Completed University degree (preferably in computer science engineering or mathematics) or equivalent working experience
- 7 years of experience in software development
- Must have knowledge and experience in developing applications for mutual fund/investment industry.
- Experience working with Python Power BI and VBA in investment and financial applications
Nice to Have
- Business knowledge in one or more of the following areas: asset allocation fund of funds fixed income equities investment risk
- Experience working with one or more multi-asset class risk applications (MSCI BarraOne Morningstar Direct)
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% employer-paid premiums that include up to $5000 annually for mental health services and therapy
- Parental leave top-up 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 people-centric 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 legally-protected 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 Family-Friendly 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 - 5-Star Benefit Program
o HRD - 5-Star 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:
Senior IC
Employment Type
Full-Time
