Credit Research Analyst - Toronto, Canada - Fidelity Investments

Fidelity Investments
Fidelity Investments
Verified Company
Toronto, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description
Job Description

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.

What We Do


Our investment team generates investment ideas from around the world - in virtually every investment class and category - and our investment management and research capabilities are world-class.

You'll be joining one of the largest and most accomplished teams of portfolio managers, analysts and traders in the industry.


As a privately held company, we are able to take a big-picture, long-term view of the world and its markets.

This gives us the opportunity to provide unique insights for our customers, extensive thought leadership to the marketplace and uncommon opportunities for our employees.

The Fixed Income Investment team manages money for investors across the globe. The group comprises expertise in Portfolio Management, Trading, Quantitative and Credit Analysis and Investment Operations. The Fixed Income group is based in London, Hong Kong, Shanghai, Tokyo and Toronto.

How You'll Make an Impact

  • Key Responsibilities
  • Provide fundamental coverage of a sector within the global fixed income markets, with particular focus on North American markets, to contribute investment ideas that generate positive performance for our clients' funds
  • Participate in a teamoriented structure, working daily with Traders, Portfolio Managers, Quantitative Analysts and Investment Directors
  • Prioritize core credit coverage from a larger sector universe by coordination with the investment team to find ideas that are most relevant for our products to generate positive performance
  • Become the internal sector expert for the fixed income team


  • Credit Research Process

  • Perform fundamental analysis on your sector and individual companies to evaluate the creditworthiness of an issuer and assess the relative value of its bonds
  • Conduct primary and secondary research on your companies and sectors
  • Incorporate ESG analysis into your analytical process and overall investment thesis
  • Build and maintain detailed models, in conjunction with research specialists, that express your views and recommendations for your coverage
  • Analyze covenants and capital structures to select individual bonds / issuers
  • Lead company meetings, both inhouse and externally, coordinating with PMs and equity colleagues


  • Communication / Collaboration

  • Participate in regular team meetings across our range of product disciplines
  • Publish internal research notes that express your conviction and recommendations to the investment management team
  • Partner with global trading desk counterparts to form relative value views while taking liquidity considerations into account
  • Maintain regular issuer contact, including inhouse and external meetings; this may include travel
  • Work closely and build relationships with peers in the UK, Europe and Asia, across equities, multiasset, sales & distribution, and technology teams
  • Work together with and mentor research associates / sector specialists who provide analytical and data support
  • Actively participate in strategy sessions that address credit trends, investment decisions and asset allocation a teambased approach to investing
What We're Looking For- 5+ years of experience in investment research, as a Credit or Equity Analyst- Direct investing experience in US credit markets preferable, particularly in high yield markets- Strong knowledge of financial modelling and capital structures- Credibility, communication skills and professional presence to interact effectively with investment professionals at all levels of experience- University Degree or equivalent experience- MBA / CFA an asset- Prior investment experience within the Telecommunication sector is beneficialFidelity 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.

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