Investment Analyst

Fidelity Canada•Toronto, ON

3d•CA$82,000 - CA$105,000•Hybrid

About The Position

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. Reporting to the Director, Product Research, The Investment Analyst will provide sales, marketing, and portfolio managers with product analysis, expertise, and content for market and regulatory communications.

Requirements

Completion of a 4-year university degree in a business-related subject or equivalent work experience.
Minimum 3-5 years of investment market expertise.
Excellent analytical, writing, oral communication, presentation and interpersonal skills
Ability to take initiative, work independently and handle multiple tasks
Excellent time management skills with the ability to work under tight deadlines with commitment to excellence.
Proficient in Microsoft Word, Excel and PowerPoint.

Nice To Haves

Completion CFA designation or master’s degree is an asset.
Working knowledge of VBA & Python is an asset.

Responsibilities

Build, maintain and communicate an expert level of knowledge on assigned strategies (Funds/ETFs) and the capital markets in which they invest.
Build and maintain strong working relations with assigned investment staff, retail sales team, marketing, and institutional teams.
Products are fully supported with content, communications and messages aligned with FIC’s overall business and sales objectives.
Ensure that assigned Funds/ETFs are optimally positioned for success.
Support sales team members on ad hoc queries for product information and training.
Assist in the development and analysis of thought leadership pieces.
Conduct competitor research and maintain strong understanding of competitor funds based on your Fund/ETF coverage.
From time to time, participate in client interactions on assigned strategies.

Benefits

Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $82,000 to $105,000, based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
Flexible working arrangements.
Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.
Parental leave top-up to 100% of your salary for a period of 25 weeks.
Up to $650 for home office equipment.
Generous time off policy, including two paid days annually to volunteer at a charity of your choice.
Diversity and inclusion programs, including an active network of Employee Resource Groups.
Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.