Senior Analyst, Managed Accounts Portfolio Services Group

fil; Toronto; Hybrid; CAD 97,000 - 139,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Fidelity Canada is seeking a Senior Analyst in Managed Accounts to strengthen end-to-end portfolio oversight and execution. The role requires collaboration across trading, compliance, and operations to align with product design and client needs.

The incumbent will work on a two-fold function—facilitating portfolio implementation and enhancing governance, controls, and processes. Strong analytics, Excel, and programming skills are essential, with licensure requirements for OSC and CFA/CIM

Qualifications

• University degree or equivalent required.
• CFA Level 1 or CIM required.
• Strong analytical, communication, and problem-solving abilities.

Responsibilities

• Facilitate portfolio implementation, including trade modelling and reconciliations.
• Enhance portfolio oversight, governance, and controls across products and client needs.
• Collaborate across trading, compliance, operations, technology, and vendors.

Skills

Portfolio management

Programming

Excel proficiency

Communication skills

Education

University degree or equivalent

CFA Level 1 or CIM

Tools

Access

VBA

Python

Job description

Job Description

Please note:

• Current work authorization for Canada is required for all openings
• This is a regular, full-time role
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement
• The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Who We Are

Fidelity is committed to meeting the wealth needs of Canadians by bringing the full strength of our organization to Managed Accounts. This means combining our world-class research and investment management expertise to help clients achieve their wealth goals. As a privately held company, we are able to take a long-term, big-picture view of the world and its markets. This allows us to provide unique insights to our clients, meaningful thought leadership to the marketplace, and distinctive opportunities for our employees.

What We Do

The Managed Accounts Portfolio Services Group Analyst (Senior) plays a senior role in supporting discretionary Managed Accounts investment management. The core objective of this role is to strengthen the end-to-end implementation and oversight framework for Managed Accounts portfolios, including senior-level facilitation of investment and rebalancing activities and the continuous enhancement of portfolio oversight and control practices.

This role encompasses two core functions:

• 1. Facilitation of the portfolio implementation process, including oversight of trade modelling, communication of trade orders to the trading desk, and review of daily reconciliations

• 2. Enhancement of portfolio oversight processes, including monitoring, controls, and governance, with a focus on ensuring portfolios are constructed and maintained in alignment with product design, investment objectives, and the evolving needs of Managed Accounts clients.

Success in this role requires collaboration across teams to develop and implement innovative solutions that streamline Managed Accounts portfolio management and operations through leading-edge, technology-enabled, data-driven approaches. The successful candidate will demonstrate strong business acumen alongside excellent analytical and communication skills, enabling them to support the development and adoption of effective solutions for the Managed Accounts business

How You’ll Make an Impact

• Deliver effective oversight and control of market related portfolio activities
• Working dynamically with relationship managers and internal partners across trading, settlements, new accounts, reconciliations, security master, technology, and related functions to ensure consistent and accurate portfolio implementation.
• Ability to act on behalf of the Managed Accounts Portfolio Services Group in compliance, investment operations, and technology matters
• Work with internal IS partners and external technology vendors to define, prioritize, and support system enhancements, controls, and ongoing support requirements in alignment with strategic priorities.
• Execute and oversee pre-trade compliance controls on behalf of the Managed Accounts Portfolio Services Group.
• Review, clear, and elevate pre-trade compliance matters in partnership with portfolio managers, relationship managers, and compliance, ensuring adherence to regulatory requirements and internal policies
• Independently assess, manage, and resolve non-routine or complex issues and projects as they arise, coordinating with Fidelity Canada business partners and representing Managed Accounts interests where appropriate.

What We’re Looking For

• Completion of University degree or equivalent experience
• 5+ years of relevant experience
• Significant exposure to portfolio management, product development, trading, and/or investment operations for an asset manager or related entity
• Analytical/programming experience
• CFA Level 1 or CIM is required
• Must be licensed as Associate Advising Representative (OSC)
• Experience as portfolio trader or similar investment operations and portfolio services role is an asset

What you will Bring

• Strong analytical and problem-solving skills, with the ability to independently analyze complex issues, identify root causes, assess impact, and develop well-reasoned solutions and recommendations.
• Advanced proficiency in Microsoft Excel
• Experience with Access, VBA, and programming languages such as Python is an asset.
• Excellent written and verbal communication skills, with the ability to clearly articulate investment, operational, and technical concepts to both technical and non-technical audiences.
• Solid understanding of investment products and portfolio construction, including product structures across multiple asset classes (equities, fixed income, and alternative investments) and how they are used in discretionary managed portfolios.
• Experience with middle- and back-office investment operations, including familiarity with portfolio lifecycle processes, operational controls, and related policies and procedures.
• Experience working with complex financial services systems that support portfolio management, trading, data, and compliance (e.g., portfolio management systems, market data platforms, and related tooling).
• Strong judgment and decision-making capability
• Proven ability to collaborate cross-functionally, working effectively with portfolio managers, relationship managers, compliance, operations, technology teams, and external vendors
• Solutions-oriented and adaptable mindset

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $97,000 to $139,000, based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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].