Job Description
Company Overview
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.
The Opportunity
Fidelity Private Wealth is bringing the investment capabilities and strength of Fidelity to our private wealth clients. That means combining our world class research and investment management expertise to help our clients accomplish their wealth goals.
The Investment Management Group is responsible for providing the Private Wealth Portfolio Management team investment research, due diligence support on 'know your product' regulations, produce investment commentary and assist with portfolio construction and oversight.
The successful candidate requires exceptional business acumen paired with strong analytical / communication skills to help facilitate the development and adoption of effective solutions for the wealth portfolio management.
What You Will Do
Product Research
- Build, maintain and communicate an expert level of knowledge investment research on the investments held by private wealth clients, including the capital markets in which they invest.
- Maintain appropriate 'know-your-product' documentation for investment solutions leveraged by the private wealth PM team.
- Ensure that investments utilized by Private Wealth continue to deliver on their stated investment objective and strategies.
- Conduct ongoing product research to ensure Private Wealth owns best in class investments for our clients.
- Develop and maintain expert knowledge of core private wealth investments, including any strengths or weaknesses.
- Maintain accurate investment positioning within our portfolios on the dimensions of portfolio manager style, process, product attributes, and characteristics.
- Monitor assigned products adherence with its stated investment objective and guidelines
Investment & Portfolio Optimization
- Ensure that Private Wealth portfolios and investments are optimally positioned for success
- Demonstrate a high level of investment product, market, and competitive investment category expertise.
- Understand and communicate the key drivers of investment success, suitability for a range of investment portfolios, ensuring our strategies support long term growth for private wealth clients.
- Develop and be able to articulate a well-supported view of the future of the category or asset class
Client Communication Support
- Prepare and review investment presentations for existing and potential private wealth clients.
- Support relationship management team members on ad hoc client queries for investment information.
- Assist in the development and analysis of thought leadership pieces for private wealth clients and prospects.
- Occasionally participate in client interactions on private wealth investments.
- Ensure that our investments are supported with strong baseline documentation and / or collateral that clearly and accurately reflects the investment merits of each position in our portfolios including client facing presentation materials.
- Deliver high quality product and portfolio manager commentaries both in periodic and ad hoc reports.
Relationship Management
- Build and maintain strong working relations with assigned investment staff, relationship management teams.
- Coordinate with internal / external investment management business partners (i.e. Trading, operations, capital markets, relationship managers, dealer compliance) on matters as necessary, including assisting with resolution of issues.
- Demonstrate a high level of internal client service with timely and appropriate responses to all reasonable relationship manager team member requests for information on our investments.
- Provide portfolio managers with competitive analysis and intelligence to help ensure that investments are optimally positioned to meet client goals.
- Provide portfolio managers with support for marketing and client interactions specifically designed to meet the needs of audience.
What We're Looking For
- Minimum 5+ years of investment management industry experience
- Prior experience in financial services sales and / or marketing is an asset
- University degree in business administration, finance, economics, computer science, or another related field or equivalent work experience
- Significant exposure to Investment management due diligence and investment manager research.
- Exposure to portfolio management, trading, compliance and / or investment operations for an asset manager or related entity
- CFA Level 1 or CIM is a must have
- Designations such as an MBA / CFA is an asset
- Programming designation is an asset
What You Will Bring
- Excellent understanding of investment product structures covering multiple asset classes (equity, fixed income, alternative funds).
- Excellent communication skills with an ability to articulate medium to complex issues to a variety of audiences, including portfolio managers, traders and clients.
- Quick learner and solutions-oriented problem solver
- Experience with middle- and back-office operations, procedures, and policies
- Experience working with complex software applications in the financial services industry that support portfolio management, trading, and compliance e.
g., DataPhile, Harmony, Bloomberg, etc.
- Solid analytical and technical skills, including an advanced level understanding of Microsoft Excel, Access, VBA, SQL.
- Experience with programming languages such as Python is an asset
- Able to independently work to understand and resolve issues and projects as they arise
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal / Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.
If you require an accommodation, please email us at FidelityCanadaS redacted .
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to be recipients of the following :
Awards
Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People
Great Place To Work™ Certified
- Best Workplaces for Inclusion
- Best Workplaces for Mental Wellness Best Workplaces for Today's Youth
- Best Workplaces for Women
- Best Workplaces in Financial Services & Insurance
- Best Workplaces in Ontario
- Best Workplaces with Most Trusted Executive Teams
Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
- Canadian Compassionate Companies - Certified
- Benefits Canada's Workplace Benefits Award - Future of Work Strategy
- TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Designations
- A Canadian Compassionate Company
- Great Place to Work (Dec 2022 - Nov 2023)
- Best Workplaces for Women 2023 by Great Place to Work
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