Portfolio Services Group Manager

Fidelity Canada; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Portfolio Services Manager to enhance the investment process. This role involves addressing compliance matters, managing day-to-day operations, and providing leadership to the investment team. Ideal candidates will have over 7 years of experience in portfolio management and a relevant degree. The position supports Fidelity's commitment to diversity and offers a hybrid work schedule.

Benefits

Flexible working hours

Comprehensive health benefits

Diversity and inclusion initiatives

Qualifications

• 7+ years of significant exposure to portfolio management, trading, compliance, and/or investment operations.
• Ability to independently resolve issues and projects.
• Experience coordinating with various business partners.

Responsibilities

• Act on behalf of the investment team for compliance and operational matters.
• Review and escalate pre-trade compliance issues.
• Lead day-to-day operations of PSG for assigned asset classes.
• Coordinate with investment management business partners as necessary.

Skills

Portfolio management

Trading

Compliance

Investment operations

Education

University degree in business administration, law, or a quantitative discipline

Completion of or enrollment in the CFA program

Job description

Overview

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

Current work authorization for Canada is required for all openings.

The Opportunity

The Portfolio Services Manager aims to improve the capacity of the investment team and increase the control, efficiency, and consistency of the investment process and its related functions. The individual will contribute to the overall FIC investment management organization by identifying and implementing improvements / redesign for the investment process and related trade activities. The role will also provide leadership and direction to junior team members, act as a subject matter expert on PSG matters for assigned asset classes, and support the Head of Portfolio Services and COO on other investment services related matters for FCIM.

What You Will Do

• Ability to act on behalf of the investment team to address their needs and issues relating to compliance and investment operations matters.

• Review, clear and/or escalate pre-trade compliance issues to compliance counterparts on behalf of the investment team

• Able to independently work to understand and resolve issues and projects as they arise; coordinate with other Fidelity Canada business partners and act as representative for PSG as necessary

• Lead the day-to-day operations of PSG for assigned asset classes

• Coordinate with investment management business partners (i.e. Trading, investment operations, capital markets, compliance) on matters as necessary, including assisting with resolution of issues.

• Coordinate with Head of Portfolio Services and FCIM Director(s) of Research (DoR) to ensure research and other investment services requests are addressed.

What We're Looking For

• 7+ years of significant exposure to portfolio management, trading, compliance and/or investment operations for an asset manager or related entity.

• University degree in business administration, law, or a quantitative discipline (i.e. accounting, economics, finance, mathematics) or equivalent experience

• Completion of or enrollment in the Certified Financial Analyst (CFA) program preferred.

Internal applicants should submit their application by 6:59 pm EST on Thursday October 30th, 2025.

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

• Canada's Top 100 Employers

• Greater Toronto's Top Employers

• Canada's Top Family-Friendly Employers

• 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

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work

• HRD - 5-Star Benefit Program

• HRD - 5-Star Diversity & Inclusion Employer

Designations

• 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

• Canadian HR Reporter's Most Innovative HR Team