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    Portfolio Construction Analyst - Toronto, Canada - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Toronto, Canada

    3 days ago

    Default job background
    Full time
    Description

    Description

    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.

    What We Do

    The Portfolio Construction Analyst will contribute to the creation and monitoring of model portfolios for Fidelity Portfolio Solutions' prospects and clients in partnership with Fidelity's Portfolio Construction Managers and Portfolio Strategists. The role is part of Fidelity's Portfolio Construction team that supports all sales regions and its DVPs, BDMs, and BDAs to provide portfolio construction expertise regarding Fidelity's product offerings, third party products, industry trends, and competitor intelligence. The Portfolio Construction Analyst will be involved in development and ongoing support of Fidelity Portfolio Intelligence.

    How You'll Make an Impact

    -Contribute to asset allocation discussions and investment model portfolio strategy, oversight and execution

  • Utilize investment tools and market research to support actionable recommendations, including a detailed analysis of risk, return and diversification aspects of a model portfolio and/or an advisors' book of business
  • Partner with Portfolio Construction Managers, Portfolio Strategists, clients, and prospects to contribute to the budling of investment models
  • Conduct third party manager research to develop strong bench of investment options, using both quantitative and qualitative analysis
  • Monitor products used within model portfolios for notable changes and communicate impacts
  • Develop relationships with Fidelity's Portfolio Construction Managers and Portfolio Strategists

    • -Establish Fidelity Canada as an industry leader in portfolio construction

  • Build, maintain, and communicate with expert level of knowledge on portfolio construction concepts
  • Identify opportunities to develop and execute portfolio construction strategies that will maximize market penetration and increase customer loyalty
  • Partner with Portfolio Strategists to educate and promote Fidelity's portfolio construction philosophy, process, performance, and competitive strengths
  • Assist in providing thought leadership and insights regarding the marketplace

    • -Support Sales, Marketing & Corporate Affairs with timely & relevant information

  • Provide expert insights into the development of external investment communication material ensuring portfolio construction information is correct, compelling, and understood relative competitor service offerings
  • Assist in the development and analysis of thought leadership pieces for the institutional and advisor channels
  • Support portfolio construction education for those with varying degrees of investment knowledge, including sales team training on Fidelity Portfolio Intelligence
  • Provide insight and counsel for investment solution improvement and product development initiatives
  • Provide support for Portfolio Construction Managers and Portfolio Strategists on ad hoc portfolio construction queries

    • What We're Looking For

  • Completion of a University degree or equivalent work experience
  • 3+ years of investment market expertise
  • Completion of CFA/MBA/CAIA is an asset
  • Asset management or wealth management industry knowledge
  • Programming experience is a nice to have

    • What You Will Bring

  • Exceptional analytical ability and technical skills, including an advanced level understanding of Microsoft Excel, VBA, SQL, and Python
  • Strong knowledge of investment products and services
  • Excellent written and verbal communication skills
  • Ability to successfully articulate detailed mechanics of portfolio construction, investment philosophy, and process
  • Proven experience performing complex data analysis
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