Fidelity Senior Analyst Position

Join Fidelity as a Senior Analyst, a pivotal role in Managed Accounts. This full-time position allows for a flexible hybrid work schedule based in Toronto, transitioning to Mississauga.

This role within the Managed Accounts Portfolio Services Group is marked by your contribution to investment management and oversight frameworks. You will engage in trade oversight and enhance portfolio controls while liaising with multiple teams to ensure accurate portfolio implementation.

Key Responsibilities:

• Ensure effective oversight of portfolio activities

• Collaborate with trading and compliance departments

• Manage adherence to investment operations standards

• Support enhancements in system and technology processes

• Resolve complex issues independently and efficiently

Requirements:

• Completed University degree or equivalent experience

• Over 5 years relevant experience in finance

• CFA Level 1 or CIM required

• Strong Excel skills with programming knowledge

• Must be licensed as Associate Advising Representative (OSC)

Bring your analytical expertise to enhance Fidelity’s Managed Accounts capabilities.
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