Senior Analyst, Managed Accounts Portfolio Services Group

Job Description

Please note:

• Current work authorization for Canada is required for all openings
• This is a regular, full-time role
• You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement
• The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Who We Are

Fidelity is committed to meeting the wealth needs of Canadians by bringing the full strength of our organization to Managed Accounts. This means combining our world-class research and investment management expertise to help clients achieve their wealth goals. As a privately held company, we are able to take a long-term, big-picture view of the world and its markets. This allows us to provide unique insights to our clients, meaningful thought leadership to the marketplace, and distinctive opportunities for our employees.

What We Do

The Managed Accounts Portfolio Services Group Analyst (Senior) plays a senior role in supporting discretionary Managed Accounts investment management. The core objective of this role is to strengthen the end-to-end implementation and oversight framework for Managed Accounts portfolios, including senior-level facilitation of investment and rebalancing activities and the continuous enhancement of portfolio oversight and control practices.

This role encompasses two core functions:

• 1. Facilitation of the portfolio implementation process, including oversight of trade modelling, communication of trade orders to the trading desk, and review of daily reconciliations

• 2. Enhancement of portfolio oversight processes, including monitoring, controls, and governance, with a focus on ensuring portfolios are constructed and maintained in alignment with product design, investment objectives, and the evolving needs of Managed Accounts clients.

Success in this role requires collaboration across teams to develop and implement innovative solutions that streamline Managed Accounts portfolio management and operations through leading-edge, technology-enabled, data-driven approaches. The successful candidate will demonstrate strong business acumen alongside excellent analytical and communication skills, enabling them to support the development and adoption of effective solutions for the Managed Accounts business

How You'll Make an Impact

• Deliver effective oversight and control of market related portfolio activities
• Working dynamically with relationship managers and internal partners across trading, settlements, new accounts, reconciliations, security master, technology, and related functions to ensure consistent and accurate portfolio implementation.
• Ability to act on behalf of the Managed Accounts Portfolio Services Group in compliance, investment operations, and technology matters
• Work with internal IS partners and external technology vendors to define, prioritize, and support system enhancements, controls, and ongoing support requirements in alignment with strategic priorities.
• Execute and oversee pre-trade compliance controls on behalf of the Managed Accounts Portfolio Services Group.
• Review, clear, and escalate pre-trade compliance matters in partnership with portfolio managers, relationship managers, and compliance, ensuring adherence to regulatory requirements and internal policies
• Independently assess, manage, and resolve non-routine or complex issues and projects as they arise, coordinating with Fidelity Canada business partners and representing Managed Accounts interests where appropriate.

What We're Looking For

• Completion of University degree or equivalent experience
• 5+ years of relevant experience
• Significant exposure to portfolio management, product development, trading, and/or investment operations for an asset manager or related entity
• Analytical/programming experience
• CFA Level 1 or CIM is required
• Must be licensed as Associate Advising Representative (OSC)
• Experience as portfolio trader or similar investment operations and portfolio services role is an asset

What you will Bring

• Strong analytical and problem-solving skills, with the ability to independently analyze complex issues,…