Senior Product Solutions Analyst

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

Current work authorization for Canada is required for all openings.

Company Overview

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.

The Opportunity

The Senior Product Solutions Analyst is responsible for supporting and enhancing Fidelity Canada’s retail lineup of mutual funds and solutions. Reporting to the Director, Alternatives, the Senior Analyst provides critical support for Fidelity Canada’s new product development initiatives, delivers strategic, competitor and industry analysis to inform product strategy, and is responsible for championing a segment of Fidelity’s retail products, solutions, and tools to drive the firm’s marketing and sales efforts.

What You Will Do

Reporting to the Director, Alternatives, the Senior Product Solutions Analyst will oversee the following:

Product Development

1. Identify compelling product ideas that meet the standards of Fidelity and meet the needs of our customers.
2. Develop product positioning, competitive benchmarking / analysis and identify key factors that will influence sales success in order to build a successful business case for new products and solutions.
3. Collaborate with external resources and internal partners throughout Fidelity in order to bring new products and solutions to market.
4. Own product development projects from idea to delivery.

Product Operations

1. Work directly with Product Operations, Treasury, and other internal partners to further develop systems and processes which help to support alternative funds.
2. Assist in shared oversight of new initiatives relating to fund structures, operating models, and data flow.

Marketing and Sales Support

1. Collaborate with Marketing, Sales and other internal partners in the development of all promotional materials (e.g. marketing collateral, digital, advertising, etc.) for new and existing products and solutions.
2. Ensure that assigned products and solutions are supported with strong baseline collateral that clearly and accurately reflects the investment merits of each offering.

Lead Projects and Provide Mentorship

1. Coordinate/ lead projects on behalf of the Alternative Product Development Team.
2. Organize and run cross-company project meetings in support of initiatives related to alternative funds.
3. Mentor and train new Analysts within the team.

What We’re Looking For

1. University degree or equivalent work experience.
2. 5+ years of relevant mutual fund/investment industry experience.
3. Prior experience in fund accounting/fund operations/fund treasury - preferably within financial services or asset management.
4. Industry accreditations such as CFA/CPA or CAIA is an asset.

What You Will Bring

1. Strong knowledge of investment products and services.
2. Exceptional analytical ability.
3. Strong oral and written communication skills.
4. Excellent presentation skills.
5. Proven experience performing complex data analysis (i.e. sales, performance analysis, etc.).
6. Highly proficient with Microsoft Office Suite (Excel, PowerPoint, etc.).
7. Proficiency with platforms such as Morningstar Direct/Bloomberg is an asset.

Current work authorization for Canada is required for all openings.

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.