Job Description

You will be working on ahybrid scheduleas 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.

What We Do

The Portfolio Construction Analyst will contribute to the creation and monitoring of model portfolios for Fidelity Portfolio Solutions prospects and clients in partnership with Fidelitys Portfolio Construction Managers and Portfolio Strategists. The role is part of Fidelitys Portfolio Construction team that supports all of Fidelitys clients by providing portfolio construction expertise regarding Fidelitys product offerings third party products industry trends and competitor intelligence. The Portfolio Construction Analyst will be involved in ongoing support of Fidelity Portfolio Solutions which collaborates with advisors to build customized model portfolios.

How Youll Make an Impact

- Contribute to asset allocation discussions and investment model portfolio strategy oversight and execution

• Utilize investment tools and market research to support actionable recommendations including a detailed analysis of risk return and diversification aspects of model portfolios

• Partner with Portfolio Construction Managers and Portfolio Strategists to contribute to the creation of investment models for clients and prospects

• Conduct third party manager research to develop a strong bench of investment options using both quantitative and qualitative analysis

• Monitor products used within model portfolios for notable changes and communicate impacts with the rest of the Fidelity Portfolio Solutions team

• Develop relationships with Fidelitys Portfolio Construction Managers and Portfolio Strategists

-Establish Fidelity Canada as an industry leader in portfolio construction

• Build maintain and communicate with expert level of knowledge on portfolio construction

• 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 to competitor service offerings

• Assist in the development and analysis of marketing and thought leadership pieces for the advisor channel

• 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 Construction Managers and Portfolio Strategists on ad hoc portfolio construction queries

What Were Looking For

• Completion of a University degree or equivalent work experience

• 3 years of investment market expertise

• Exceptional analytical ability and technical skills including an advanced level understanding of Microsoft Excel VBA SQL and Python

• 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

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 $85000 to $115000 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

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