Analyst, Wealth Investment Research

This is a hybrid role with a mix of remote and in-office working.

Current work authorization for Canada is required for all openings.

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.

Fidelity Wealth is a new wealth management service, designed to support financial advisors with their succession planning and transition to retirement. Our mission is to help financial advisors achieve their own retirement goals with confidence, knowing that their clients will continue to be offered professional financial advice and leading investment management solutions.

What We Do

The Analyst, Wealth Investment Research, is responsible for contributing to the creation, management, and tracking of our open architecture list of mutual funds, ETFs, SMA’s and other securities on our approved shelf. This position also plays an important role in the ongoing oversight of our discretionary Managed Portfolios, including performance evaluation, risk monitoring, and regular analysis and reporting.

The successful candidate will join our team of subject matter experts who provide ongoing investment insights and guidance to our Wealth Advisors and their clients. The successful candidate will work closely with key partners on the implementation of approved securities, investment research, legal & compliance, and client facing teams to contribute to the successful growth of our wealth management business.

How You’ll Make an Impact

Actively manage open architecture approved list of mutual funds, ETFs, SMA’s, Alternative Investments and other securities:

1. Identify best in class investment solutions for inclusion on our recommended investment lists.

2. Build, maintain and communicate approved list of mutual funds, ETFs, Offering Memorandums, and other securities permitted within client accounts.

3. Prepare and distribute monthly, quarterly, and annual reporting for our oversight committees, and/or compliance, audit, regulators, advisors, and clients.

4. Monitor assigned investment solutions, model portfolios and recommended lists for adherence with their stated investment objective and guidelines

Undertake research and evaluate risk criteria to support investment recommendations and monitor securities / model portfolios within compliance tools

1. Be the subject matter expert for approved securities within investment management and dealer compliance systems

2. In a timely and accurate manner, update changes to approved securities list based on established criteria and/or research and seek appropriate sign-off from our governance committees

Build strong relationship with investment and client facing groups, educate teams on investment solutions:

1. Provide regular communications and updates to client facing teams including relevant market commentary, investment solution updates, and thought leadership on investing and market related topics

2. Support work with end clients through review and comparison of portfolio solutions

3. Aid in custom portfolio design as needed

Contribute to the risk assessment of investment products and other securities to ensure appropriate risk ratings and investment objectives:

1. In partnership with compliance and investment management, develop and maintain policy and procedures to risk assess securities.

2. Ensure all securities have a risk rating and investment objective, use available research, reports, prospectus, offering memorandums

3. Tracking progress across priority projects; identifying risks, and proactively managing them based on direction from management.

What You’ll Need

1. Excellent written and verbal communication skills

2. Team player and relationship builder

3. Motivated self-starter and ability to work under pressure of tight deadlines

4. High attention to detail including accuracy, writing, and presentation style

What We’re Looking For

1. 2 - 5 years of relevant investment industry experience

2. University degree in Finance or related field

3. Demonstrated experience in wealth management, or asset management, working with any, or all of mutual funds, ETF’s, SMA’s, Alternative Assets, portfolio construction, and risk management.

4. Experience with investment research and portfolio management tools such as Morningstar Direct, Morningstar AWS, Bloomberg, Factset, Refinitiv Workspace, CapIntel.

5. Experience with trade execution, and/or operational implementation an asset.

6. Experience with Insurance based investment products

7. Progress toward, or completion of CFA designation/advanced business or financial analysis degree

8. Canadian Securities Course: nice to have.

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

1. Flexible working arrangements - 100% remote, hybrid, and in office options

2. Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you

3. 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

4. Parental leave top-up to 100% of your salary for a period of 25 weeks

5. Up to $650 for home office equipment

6. Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice

7. Diversity and inclusion programs, including an active network of Employee Resource Groups

8. Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

9. 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 FidelityCanadaStaffing@fidelity.ca .

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.