Senior Portfolio Operations Analyst — Hybrid

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

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