Investment Analyst at Fidelity

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 with 3+ years of experience

• Proficiency in investment research tools like Bloomberg

• Understanding of portfolio construction concepts

• Excellent written and verbal communication skills

• Attention to detail and problem-solving capabilities

Showcase your investment expertise and contribute positively to Fidelity's Managed Accounts team.
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