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About the Role

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

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.
• Ensure assigned Funds/ETFs 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.
• Participate in client interactions on assigned strategies.

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.
• Completion CFA designation or master’s degree is an asset.

Skills

• Excellent analytical skills
• Excellent writing skills
• Excellent oral communication skills
• Excellent presentation skills
• Excellent interpersonal skills
• Ability to take initiative
• Ability to work independently
• Ability to handle multiple tasks
• Excellent time management skills
• Ability to work under tight deadlines with commitment to excellence.
• Proficient in Microsoft Word
• Proficient in Microsoft Excel
• Proficient in Microsoft PowerPoint
• Working knowledge of VBA is an asset
• Working knowledge of Python is an asset

Location

• 483 Bay Street in Toronto
• 3 Robert Speck Parkway in Mississauga

Work Type

• Hybrid
• Regular
• Full-time

Experience Level

• 3-5 years of investment market expertise

Education Level

• 4-year university degree in a business-related subject or equivalent work experience
• CFA designation
• Master's degree

Salary/Compensations

• Total annual cash compensation (base salary plus target bonus) ranges from $82,000 to $105,000

Benefits

• Flexible working arrangements
• Competitive total compensation
• Company contributions to your group RRSP without a matching requirement
• Comprehensive health benefits that start on your first day
• 100% employer-paid health benefit premiums
• 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
• Two paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs
• Active network of Employee Resource Groups
• Extensive professional development opportunities
• Access to over 11,000 training and development courses
• Tuition reimbursement
• Monetary rewards for completing a required designation

About the Company

• 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.
• We are proud to be recipients of the following awards: Canada's Top 100 Employers, Greater Toronto's Top Employers, Canada's Top Family-Friendly Employers, Canada's Top Employers for Young People, Great Place To Work® Certified (including Best Workplaces for Inclusion, Mental Wellness, Today's Youth, Women, Financial Services & Insurance, Ontario, Most Trusted Executive Teams), LinkedIn Top Companies in Canada, Human Resource Director (HRD) - Best Place To Work (including 5-Star Benefit Program, 5-Star Diversity & Inclusion Employer).
• We are proud to be recipients of the following designations: Canadian Compassionate Companies – Certified, Benefits Canada's Workplace Benefits Award - Future of Work Strategy, TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting, Canadian HR Reporter's Most Innovative HR Team.

Equal Opportunity

• 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.
• Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.