Technical Analyst Sr Portfolio Solutions

Fidelity Canada; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading investment firm is seeking a Portfolio Construction Developer to create innovative portfolio tools that aid in fund selection and allocation across multi-asset class portfolios. Candidates should have at least 7 years of software development experience, proficient in Python, Power BI, and VBA in financial settings. This hybrid role offers a collaborative environment with ample opportunities for career growth and professional development.

Benefits

Flexible working arrangements

Comprehensive health benefits

Parental leave top-up

Home office equipment stipend

Generous time off policy

Diversity and inclusion programs

Extensive professional development opportunities

Qualifications

• 7+ years of experience in software development.
• Must have knowledge and experience in developing applications for the mutual fund/investment industry.
• Experience with Python, Power BI, and VBA in investment and financial applications.

Responsibilities

• Develop and maintain portfolio construction and analysis tools.
• Design and build tools for investment fund selection.
• Maintain databases supporting portfolio construction.

Skills

Python

Power BI

VBA

SQL development

APIs

Portfolio optimization models

Education

University degree in computer science, engineering or mathematics

Tools

Tableau Desktop

Job description

Job Description

Current work authorization for Canada is required for all openings.

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

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

How You'll Make an Impact

The Portfolio Construction Developer is responsible for the development and maintenance of new, robust portfolio construction and analysis tools to support Fidelity Portfolio Solutions’ Portfolio Construction team and Portfolio Strategists. The Developer, and the new tools they create, will contribute to the creation of model portfolios for Fidelity Portfolio Solutions’ prospects and clients in partnership with Fidelity’s Portfolio Construction Managers and Portfolio Strategists. Perform tool administration tasks and develop interactive data visualizations, dashboards, and reports using Tableau Desktop and Power BI.

What You Will Do

• Design and build new tools that help in the process of investment fund selection and allocation in multi-asset class portfolios using Python, potentially applying optimization models
• Design, develop and maintain databases that support portfolio construction processes
• Partner with team members in the Portfolio Solutions team, other partners, and third-party vendors to deliver solutions that meet desired outcomes
• Provide suitable solutions that support and extend the usage of vendor products including MSCI and Morningstar
• Responsible for the production, communication, and presentation of relevant documentation to colleagues to facilitate knowledge transfers

Skills and Knowledge

• Knowledge of and experience working with Python, Power BI and VBA in investment and financial applications
• Experience and proficiency in SQL development, such as Snowflake, Oracle etc.
• Understanding of object orientated application development and the use of APIs
• Understanding of Portfolio optimization models
• Good inter-personal, communication, documentation, facilitation & presentation skills
• Good attention to detail
• Ability to work independently while being in a team environment
• Strong problem-solving abilities that are conceptual and innovative

What We’re Looking For

• Completed University degree (preferably in computer science, engineering or mathematics) or equivalent working experience
• 7 + years of experience in software development
• Must have knowledge and experience in developing applications for mutual fund/investment industry.
• Experience working with Python, Power BI and VBA in investment and financial applications

Nice to Have

• Business knowledge in one or more of the following areas: asset allocation, fund of funds, fixed income, equities, investment risk
• Experience working with one or more multi-asset class risk applications (MSCI BarraOne, Morningstar Direct)

Some of the ways we’ll help you feel valued and supported as part of our team:

• Flexible working arrangements - 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
• We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o 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