Overview
Analyst, Managed Accounts Portfolio Services Group Jobs in Toronto, Canada at Fidelity Investments
Description
Who We Are
Fidelity is committed to meeting the wealth needs of Canadians by bringing the full strength of our organization to Managed Accounts. This means combining our world-class research and investment management expertise to help clients achieve their wealth goals. As a privately held company, we are able to take a long-term, big-picture view of the world and its markets. This allows us to provide unique insights to our clients, meaningful thought leadership to the marketplace, and distinctive opportunities for our employees.
What We Do
The Managed Accounts Portfolio Services Group Analyst will support the Managed Accounts Portfolio Services team through investment research, due diligence related to know-your-product regulatory requirements, development of investment commentary, and assistance with portfolio construction and ongoing oversight.
The successful candidate will demonstrate strong business acumen combined with excellent analytical and communication skills, enabling them to contribute to the development, implementation, and adoption of effective wealth portfolio management solutions.
How You’ll Make an Impact
Product Research
Build, maintain, and communicate expert-level investment research on the investments held by
-Managed Accounts clients, including the capital markets in which they invest.
Maintain appropriate documentation for investment solutions leveraged by the Managed Accounts Portfolio Services Group.
Conduct ongoing product research to ensure Managed Accounts holds best-in-class investments for clients.
Develop and maintain expert knowledge of core Managed Accounts investments, including their strengths and weaknesses.
Maintain accurate investment positioning within portfolios across portfolio manager style, process, product attributes, and characteristics.
Monitor assigned products’ adherence to their stated investment objectives and guidelines.
Investment & Portfolio Optimization
Ensure Managed Accounts portfolios and underlying investments are optimally positioned to support client objectives and long-term success.
Apply deep investment product, market, and competitive category expertise to portfolio construction and optimization decisions
Analyze and communicate key drivers of performance and risk at both the individual investment and portfolio levels.
Assess suitability of investments across a range of portfolio objectives and client profiles, ensuring strategies are aligned with long-term Managed Accounts growth outcomes.
Client Communication Support
Prepare and review investment presentations and materials for existing and prospective Managed Accounts clients.
Support relationship management teams with timely responses to ad hoc client inquiries related to investments and portfolio positioning.
Contribute to the development and analysis of thought leadership and capital markets content for clients and prospects.
Deliver high-quality product and portfolio manager commentary through both periodic and ad hoc reports.
Occasionally participate in client discussions related to Managed Accounts investments.
Relationship Management
Build and maintain strong working relationships with stakeholders across the organization.
Coordinate with internal and external business partners (including Product, Relationship Managers, Dealer Compliance) as needed, including supporting the resolution of issues.
Demonstrate a high level of internal client service through timely, responsive, and appropriate support for relationship management requests related to investments and portfolios.
Provide Managed Accounts portfolio managers with competitive analysis and market intelligence to support optimal investment positioning and client outcomes.
Support Managed Accounts portfolio managers with investment analysis and materials…
Title: Analyst, Managed Accounts Portfolio Services Group
Company: Fidelity Investments
Location: Toronto, Canada
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