Established in 1987, Fidelity Investments Canada Inc. (FIC), provides Canadian investors with a full range of mutual funds, ETFs and alternative funds. Fidelity funds are available through a number of advice-based distribution channels, including financial planners, investment dealers, banks and insurance companies.
FIC manages over $184 billion (CAD) in mutual fund and institutional assets, as of June 14, 2022. This includes $45 billion in assets for institutional clients, including public and corporate-defined benefit pension plans, endowments, foundations and corporate assets on behalf of clients across Canada.
The Investment Management team focuses on research analysis and delivering strong returns, and is comprised of portfolio managers, research analysts, traders and more.
FIC has more than 1000 full time employees and is headquartered in Toronto, with regional offices in Montreal, Calgary and Vancouver.
The Investment Analyst will provide sales, marketing, portfolio managers and senior executives with product analysis, expertise, and content for marketing and regulatory communications.
What you will Do
Build, maintain and communicate a strong level of knowledge on assigned strategies (Funds/ETFs) and the capital markets in which they invest
Products are fully-supported with content, communications and messaging aligned with FICs overall business and sales objectives
Build and maintain strong working relations with assigned investment staff, retail sales team, marketing, and institutional teams.
Support sales team members on ad hoc queries for product information and training
Ensure that assigned Funds/ETFs are effectively positioned for success
Assist in the development and analysis of thought leadership pieces
From time to time, participate in client interactions on assigned strategies
Conduct competitor research and maintain strong understanding of competitor funds based on your Fund/ETF coverage
Ensure that assigned Funds/ETFs deliver on their stated investment objective and strategies
What We’re Looking For
Completion of a University degree in a business related subject
CFA designation or Master’s degree (or progressing towards either)
3 - 5 years of investment market expertise
What you will Bring
Excellent analytical, writing, oral communication, presentation and interpersonal skills
Ability to take initiative, work independently and handle multiple tasks
Excellent time management skills with the ability to work under tight deadlines with commitment to excellence.
Proficient in Microsoft Word, Excel and PowerPoint. Working knowledge of VBA is an asset but is not required.
Fidelity Canada is anequal opportunity employer
Fidelity Canada is committed to fostering adiverse and inclusive workplace. We will consider all qualified applicants foremployment regardless of race, color, religion, sex, sexual orientation, genderidentity or expression, national or ethnic origin, age, disability, familystatus, protected veterans’ status, Aboriginal/Native American status or anyother legally-protected ground.
Accommodation duringthe application process
Fidelity Canada welcomes and encouragesapplications from people with disabilities. Accommodations are available onrequest for candidates taking part in the selection process. If you require anaccommodation, please email us at FidelityCanadaStaffing@fidelity.ca.
No telephone inquiriesor agencies please. We thank all applicants for their interest, please beadvised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to berecipients of the following: