Portfolio Services Group Manager
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
You will be working on a Hybrid office schedule as part of Fidelitys dynamic working arrangement.
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.
The Opportunity
The Portfolio Services Manager aims to improve the capacity of the investment team and increase the control efficiency and consistency of the investment process and its related functions. The individual will contribute to the overall FIC investment management organization by identifying and implementing improvements / redesign for the investment process and related trade activities. The role will also provide leadership and direction to junior team members act as a subject matter expert on PSG matters for assigned asset classes and support the Head of Portfolio Services and COO on other investment services related matters for FCIM.
What You Will Do
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 pre-trade compliance issues to compliance counterparts on behalf of the investment team
Able to independently work to understand and resolve issues and projects as they arise; coordinate with other Fidelity Canada business partners and act as representative for PSG as necessary
Lead the day-to-day operations of PSG for assigned asset classes
Coordinate with investment management business partners (i.e. Trading investment operations capital markets compliance) on matters as necessary including assisting with resolution of issues.
Coordinate with Head of Portfolio Services and FCIM Director(s) of Research (DoR) to ensure research and other investment services requests are addressed.
What Were Looking For
7 years of significant exposure to portfolio management trading compliance and/or investment operations for an asset manager or related entity.
University degree in business administration law or a quantitative discipline (i.e. accounting economics finance mathematics)
or equivalent experience
Completion of or enrollment in the Certified Financial Analyst (CFA) program preferred.
Internal applicants should submit their application by 6:59 pm EST on Thursday October 30th 2025.
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:
Manager
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.
