Investment Analyst at Fidelity Canada

Elevate your career as an Investment Analyst with Fidelity's Managed Accounts team in Toronto, working on a flexible hybrid schedule. Support investment research, portfolio oversight, and client communication.
This full-time position aims for individuals with a strong analytical mindset and a passion for investment management. The successful candidate will showcase expertise in investment product structures, alongside excellent communication skills, necessary for portfolio management and client-facing roles. You’ll collaborate with various stakeholders to build effective wealth management solutions.
Key Responsibilities:
• Conduct investment research and due diligence for Managed Accounts
• Monitor portfolios to align with investment objectives
• Prepare investment presentations for clients and stakeholders
• Maintain investment documentation and product insights
• Support relationship managers with timely client inquiries
Requirements:
• University degree wi...

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