Senior Analyst at Fidelity

Advance your career as a Senior Analyst with Fidelity in Toronto, working in a flexible hybrid model. Contribute to Managed Accounts investment management and portfolio oversight, driving strategic insights.

As a Senior Analyst, you'll play a crucial role in strengthening portfolio management and controls within a full-time position r expertise in investment operations and portfolio management will support compliance, trading, and stakeholder collaboration. This dynamic role offers the opportunity to leverage your analytical skills while enhancing processes within the Managed Accounts Portfolio Services Group.

Key Responsibilities:

• Facilitate investment implementation and oversight processes

• Review daily reconciliations and communicate trade orders

• Monitor compliance and governance standards

• Collaborate with internal partners on system enhancements

• Resolve complex issues and support investment operations

Requirements:

• Bachelor's degree or equivalent experience

• 5+ years in portfolio management or investment operations

• CFA Level 1 or CIM designation needed

• Analytical programming experience preferred

• Associate Advising Representative license required

Utilize your analytical acumen and investment expertise to impact portfolio success at Fidelity Canada.
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