Investment Analyst

Fidelity Canada; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment Analyst to join their dynamic team. In this role, you'll leverage your investment market expertise to provide critical analysis and support to sales and marketing teams. You'll build strong relationships, conduct competitor research, and contribute to thought leadership pieces. This innovative firm offers a hybrid work environment, competitive compensation, and a range of benefits designed to support your professional growth and well-being. If you're ready to make an impact in the financial sector, this opportunity is perfect for you.

Benefits

Remote and hybrid work arrangements

Competitive total compensation package

Profit-sharing program

RRSP contributions

Health benefits with no premiums

Health Care Spending Account

Health and Fitness Reimbursement

Home office equipment reimbursement

Generous time off policy

Tuition reimbursement

Qualifications

• 2-5 years of investment market expertise required.
• Strong analytical and communication skills are essential.
• CFA or Master's degree is an asset.

Responsibilities

• Provide product analysis and content for market communications.
• Build strong relationships with investment and sales teams.
• Conduct competitor research on assigned Funds/ETFs.

Skills

Analytical Skills

Communication Skills

Presentation Skills

Interpersonal Skills

Time Management

Initiative

Education

University degree in business

CFA designation

Master's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

VBA

Job description

Job Description

You will be working on a predefined hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

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

1. Build, maintain and communicate a expert level of knowledge on assigned strategies (Funds/ETFs) and the capital markets in which they invest.
2. Build and maintain strong working relations with assigned investment staff, retail sales team, marketing, and institutional teams.
3. Products are fully-supported with content, communications and messages aligned with FIC’s overall business and sales objectives.
4. Ensure that assigned Funds/ETFs are optimally positioned for success.
5. Support sales team members on ad hoc queries for product information and training.
6. Assist in the development and analysis of thought leadership pieces.
7. Conduct competitor research and maintain strong understanding of competitor funds based on your Fund/ETF coverage.
8. From time to time, participate in client interactions on assigned strategies.

What We’re Looking For

1. Completion of a University degree in a business related subject or equivalent work experience.
2. Completion CFA designation or Master’s degree is an asset.
3. 2 - 5 years of investment market expertise.

What You Will Bring

1. Excellent analytical, writing, oral communication, presentation and interpersonal skills.
2. Ability to take initiative, work independently and handle multiple tasks.
3. Excellent time management skills with the ability to work under tight deadlines with commitment to excellence.
4. Proficient in Microsoft Word, Excel and PowerPoint. Working knowledge of VBA is an asset but is not required.

Fidelity Benefits and Perks!

1. 100% remote and hybrid work arrangements.
2. Competitive total compensation package.
3. Opportunity to participate in Fidelity profit-sharing program.
4. Company contributes into your RRSP, without a matching requirement from you.
5. Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy.
6. Health Care Spending Account.
7. TELUS Health Virtual Care app.
8. Health and Fitness Reimbursement.
9. Up to $650 for home office equipment.
10. Generous time off policy.
11. 2 paid days annually to volunteer.
12. Access to over 11,000 training and development courses.
13. Tuition reimbursement.
14. Monetary awards for completing a required designation.
15. Annual dues reimbursement for professional designations.
16. Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks.

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 [e-mail].

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

1. Canada's Top 100 Employers.
2. Greater Toronto's Top Employers.
3. Canada's Top Family-Friendly Employers.
4. Canada's Top Employers for Young People.
5. Great Place To Work Certified.
6. Best Workplaces for Inclusion.
7. Best Workplaces for Mental Wellness.
8. Best Workplaces for Today's Youth.
9. Best Workplaces for Women.
10. Best Workplaces in Financial Services & Insurance.
11. Best Workplaces in Ontario.
12. Best Workplaces with Most Trusted Executive Teams.
13. LinkedIn Top Companies in Canada.
14. Human Resource Director (HRD) - Best Place To Work.
15. HRD - 5-Star Benefit Program.
16. HRD - 5-Star Diversity & Inclusion Employer.

Designations

1. Canadian Compassionate Companies – Certified.
2. Benefits Canada's Workplace Benefits Award - Future of Work Strategy.
3. TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting.
4. Canadian HR Reporter's Most Innovative HR Team.