Investment Analyst

Investment Analyst

Join to apply for the Investment Analyst role at Fidelity Canada.

• Current work authorization for Canada is required for all openings.
• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
• This is a regular, full-time opportunity.

Who We Are

At Fidelity, we’ve 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 we’re 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 you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.

How You’ll Make An Impact

The Investment Analyst will provide sales, marketing, and portfolio managers with product analysis, expertise, and content for market and regulatory communications.

Primary Responsibilities

• Build, maintain and communicate an expert-level knowledge on assigned strategies (Funds/ETFs) and the capital markets in which they invest.
• Build and maintain strong working relations with assigned investment staff, retail sales team, marketing, and institutional teams.
• Provide content, communications and messages aligned with FIC’s overall business and sales objectives.
• Ensure that assigned Funds/ETFs are optimally positioned for success.
• Support sales team members on ad hoc queries for product information and training.
• Assist in the development and analysis of thought leadership pieces.
• Conduct competitor research and maintain a strong understanding of competitor funds based on your Fund/ETF coverage.
• From time to time, participate in client interactions on assigned strategies.

What We’re Looking For

• Completion of a 4‑year university degree in a business‑related subject or equivalent work experience.
• Minimum 3‑5 years of investment market expertise.
• Completion of the CFA designation or a master’s degree is an asset.

The Expertise You Bring

• Excellent analytical, writing, oral communication, presentation and interpersonal skills.
• Ability to take initiative, work independently and handle multiple tasks.
• Excellent time‑management skills with the ability to work under tight deadlines with commitment to excellence.
• Proficiency in Microsoft Word, Excel and PowerPoint. Working knowledge of VBA is an asset but is not required.

Some of the ways we will help you feel valued and supported as part of our team

• Flexible working arrangements.
• 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, which 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 two 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 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

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 Fideli
.

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.

#J-18808-Ljbffr