Senior Analyst, Managed Accounts Portfolio Services Group

Fidelity International; Toronto; Hybrid; CAD 135,000 - 194,000; Full time

Benefits offered by this job

RRSP contribution

Performance bonus

Competitive compensation

Job summary

Fidelity Canada is seeking a Senior Managed Accounts Portfolio Services Group Analyst to strengthen end-to-end oversight for discretionary portfolios. You will facilitate trade modelling, oversight, and governance in alignment with product design and client needs.

The role emphasizes collaboration across trading, settlements, operations, and technology, with a focus on complex issue resolution and process improvements in a dynamic hybrid environment in Canada.

Qualifications

• 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.

Responsibilities

• Deliver effective oversight and control of market related portfolio activities.
• Work 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.
• Act on behalf of the Managed Accounts Portfolio Services Group in compliance, investment operations, and technology matters.
• 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 group, and review issues with portfolio managers, relationship managers, and compliance.
• Independently assess, manage, and resolve non-routine or complex issues coordinating with Fidelity Canada partners.

Skills

Analytical

Communication

Excel

Python/VBA

Portfolio mgmt

Education

University degree

CFA Level I

CIM certification

OSC license

Tools

Access

VBA

Python

Job description

Job Description

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:

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

Contact & Application

No telephone inquiries or agencies please. Thank you for your application.

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].

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

About Us

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans.

Equal Opportunity & Diversity

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].

Total Rewards

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.

Data Protection

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