Investment Analyst
Description
Please note this is a 12 month contract position
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.
What We Do
The Investment Analyst will provide sales, marketing, and portfolio managers with product analysis, expertise, and content for market and regulatory communications.
How You’ll Make an Impact
Build, maintain and communicate a expert level of 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.
Products are fully-supported with 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 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 University degree in a business related subject or equivalent experience
Completion of CAIA (Chartered Alternative Investment Analyst), CFA designation or Master’s degree is an asset
2 - 5 years of investment market expertise
What you will 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.
Proficient in Microsoft Word, Excel and PowerPoint. Working knowledge of VBA is an asset but is not required.
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