Investment Analyst: Market Insights & Product Strategy

Fidelity Investments; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A financial services firm in Toronto seeks an Investment Analyst to provide sales, marketing, and portfolio analysis. The ideal candidate will have a business degree, 2-5 years of investment market experience, and excellent analytical and communication abilities. This role offers flexible working arrangements, competitive compensation, and comprehensive health benefits to support employee well-being and development.

Benefits

Flexible working arrangements

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Generous time off policy

Diversity and inclusion programs

Professional development opportunities

Qualifications

• Minimum 2 – 5 years of investment market expertise.
• Ability to take initiative and work independently.
• Excellent skills in managing multiple tasks under tight deadlines.

Responsibilities

• Provide product analysis to sales and marketing teams.
• Build relationships with investment and sales teams.
• Conduct competitor research and client interactions on strategies.

Skills

Analytical skills

Communication skills

Time management

Presentation skills

Interpersonal skills

Education

4-year university degree in a business-related subject

CFA designation or master’s degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

VBA

Job description

A financial services firm in Toronto seeks an Investment Analyst to provide sales, marketing, and portfolio analysis. The ideal candidate will have a business degree, 2-5 years of investment market experience, and excellent analytical and communication abilities. This role offers flexible working arrangements, competitive compensation, and comprehensive health benefits to support employee well-being and development.