Portfolio Research Analyst – Managed Accounts (Hybrid)

Kibbi Technologies Inc.; Toronto; Hybrid; CAD 94,000 - 117,000; Full time

Benefits offered by this job

RRSP contribution

Job summary

Fidelity Canada is seeking a Portfolio Services Group Analyst to support the Managed Accounts Portfolio Services team through investment research, due diligence related to know-your-product regulatory requirements, development of investment commentary, and assistance with portfolio construction and ongoing oversight.

The successful candidate will demonstrate strong business acumen combined with analytical and communication skills, enabling contributions to the development, implementation, and

Qualifications

• University degree or equivalent experience.
• 3+ years of relevant investment management 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.
• Designations such as CFA/BMA/CIM is an asset.

Responsibilities

• Support the Managed Accounts Portfolio Services team with investment research and due diligence.
• Develop investment commentary and assist with portfolio construction and ongoing oversight.
• Prepare investment presentations and client materials.
• Provide market insights and competitive intelligence to support investment positioning.
• Communicate with relationship managers and clients as needed.

Skills

Investment research

Due diligence

Portfolio positioning

Communication skills

Python (asset)

Excel

PowerPoint

Education

University degree

Tools

Bloomberg

Morningstar

Job description

Fidelity Canada is seeking a Portfolio Services Group Analyst to support the Managed Accounts Portfolio Services team through investment research, due diligence related to know-your-product regulatory requirements, development of investment commentary, and assistance with portfolio construction and ongoing oversight.

The successful candidate will demonstrate strong business acumen combined with analytical and communication skills, enabling contributions to the development, implementation, and