Investment Analyst

Fidelity Investments; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading financial services company is seeking an Investment Analyst to join their Institutional Product Group. This hybrid role involves providing in-depth analysis, supporting sales efforts, and collaborating with investment teams. Ideal candidates will have a strong financial background, excellent analytical skills, and experience in the investment market.

Qualifications

• 3 - 5 years of investment market expertise.
• Ability to work independently and handle multiple tasks.
• Strong writing and presentation skills.

Responsibilities

• Conduct detailed analysis and support sales efforts for investment products.
• Collaborate with investment managers and analysts.
• Prepare quarterly portfolio reports for institutional clients.

Skills

Analytical skills

Communication skills

Interpersonal skills

Time management

Education

4-year post-secondary degree in Finance, Economics, or Accounting

CFA designation or MBA

CAIA designation

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

VBA

Job description

This is a hybrid role with a mix of remote and in-office working

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.

Role Overview

The Institutional Product Group at Fidelity Canada Institutional is responsible for providing high quality investment product analysis and expertise. The group is the in-house expert on a multitude of products offered across a variety of business lines both for institutional and retail clients. The Group works closely with the Sales, Consultant Relations and Relationship Management Teams to meet the needs of the clients in coordination with the Portfolio Management Team and other key areas of the organization.

What You Will Do

We are looking for an Investment Analyst to join our team. The Investment Analyst is the in-house expert on assigned mandates and is involved in all aspects of analysis, sales and marketing of several Fidelity Investment offerings. The Analyst provides clients with the highest level of service and plays a key role in the products’ sales success.

As a subject matter expert, you will possess in-depth knowledge and expertise of assigned Fidelity products and will maintain a solid understanding of the competitive landscape including flows and trends

Using your strong communication and relationship building skills, you will collaborate with investment managers and analysts, and will position and support the investment mandates with the sales and relationship management teams

Your strong analytical skills will be required to complete detailed quarterly portfolio reports for institutional clients

As a dedicated team player, you will support portfolio managers with client interactions, and will provide support to the retail and institutional sales team

You will also contribute to the product development process for new products within your asset class coverage and assist the marketing teams, ensuring clarity and accuracy of all product-related collateral

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

Comfort in working with project-based goals with tight timelines

What We’re Looking For

Completion of a 4-year post-secondary degree, ideally with a business focus (Finance, Economics and / or Accounting) or equivalent work experience

Enrollment in or completion of a CFA designation or MBA will be advantageous

Chartered Alternative Investment Analyst (CAIA) designation considered an asset

3 - 5 years of investment market expertise