Market Insights and Investment Performance Analyst

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profile Job Location:

Toronto - Canada

profile Monthly Salary: Not Disclosed
Posted on: 4 days ago
Vacancies: 1 Vacancy

Job Summary

Job Description

This is a hybrid role with a mix of remote and in-office working

Current work authorization for Canada isrequiredfor all openings.

Who We Are

At Fidelitywevebeen helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and servicesandwereconstantlyseekingto 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 with us meansyoullbe part of a diverse and dedicated group of people who make a real difference for our clients and communities every a wide range of opportunities to grow and develop your career in an inclusive environment whereyoullfeel valued and supported to be your best - both personally and professionally.

What We Do

To strengthen Fidelity Canadas advisor and investor marketing ecosystem through high-impact data-driven content.

This role combines market insight competitive analysis and digitally optimized content to help Fidelity show up in advisor conversations and investor questions. The Analyst produces timely commentary and performance-based content that enhances product visibility supports advisor-facing teams and drives competitive differentiation.

HowYoullMake an Impact:

Market Insight & Timely Content Development

  • Monitor market cycles macro events sector rotations and fund flows to anticipate content needs for advisor sales

  • Produce timely data-driven commentary charts and short analyses advisors can use immediately in client conversations

  • Respond to advisor sales requests with fast highly relevant market explanations fact sheets and talking points

  • Translate internal strategist perspectives into clear compliant external content for web email video and sales enablement

  • Original writing for priority content - Draft original content for select high impact initiatives complex talk topics or flagship pieces where editorial leadership is required

Content Adaptation & Externalization

  • Review internal PM research analyst notes and sales content and convert them into investor-facing NI 81-102compliant versions

  • Produce external-ready commentary charts and product explanations adapted from internal presentations

  • Ensure all adapted content meets compliance is accurate and is suitable for web email and advisor distribution

  • Maintain an updated library of externally usable content for the marketing and sales teams

Collaboration & Relationship Management

  • Work closely with Product Sales and Content Strategy to prioritize content needs

  • Partner with marketing channels (email web video) to ensure content is structured and delivered effectively.

  • Provide internal stakeholders with competitive insights and timely market intelligence

What You Will Bring

  • Strong analytical ability with expertise in fund categories performance metrics and investment trends

  • Excellent writing and data storytelling skills

  • Ability to simplify complex investment insights for advisors and investors

  • Proficiency with Morningstar Direct Bloomberg FactSet or equivalent

  • Strong understanding of competitive analysis and product positioning

  • Experience turning internal research into external compliance-ready content

Education and Skills

  • Bachelors degree in business or related field

  • CFA designation (in progress or completed) preferred

  • 3 years of experience in investment analysis product research or market insights

Nice To Have

  • Experience producing advisor or investor-facing content is an asset

  • Familiarity with AI search patterns and content structures commonly surfaced by LLMs (no technical SEO required)

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

For this role your total rewards include:

  • Base Salary and discretionary Performance Bonus: A competitive annual range of $94000 to $117000 based on your experience and qualifications.

  • RRSP Contribution: After 6 months of employment we invest in your future with an RRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference.

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:

IC

Job DescriptionThis is a hybrid role with a mix of remote and in-office workingCurrent work authorization for Canada isrequiredfor all openings.Who We AreAt Fidelitywevebeen helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of ...
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Key Skills

  • Microsoft Access
  • SQL
  • Analysis Skills
  • Microsoft Powerpoint
  • Securities Law
  • Data Mining
  • Investment Banking
  • Market Research
  • Microsoft Excel
  • Visual Basic
  • Bloomberg
  • Data Analysis Skills

About Company

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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.

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