Portfolio Construction Analyst

You will be working on a hybrid schedule as part of Fidelity's dynamic working arrangement.​

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

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 of Fidelity's clients by providing portfolio construction expertise regarding Fidelity's product offerings, third party products, industry trends, and competitor intelligence. The Portfolio Construction Analyst will be involved in ongoing support of Fidelity Portfolio Solutions, which collaborates with advisors to build customized model portfolios.

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 model portfolios

• Partner with Portfolio Construction Managers and Portfolio Strategists to contribute to the creation of investment models for clients and prospects

• Conduct third party manager research to develop a strong bench of investment options, using both quantitative and qualitative analysis

• Monitor products used within model portfolios for notable changes and communicate impacts with the rest of the Fidelity Portfolio Solutions team

• 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

• 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 to competitor service offerings

• Assist in the development and analysis of marketing and thought leadership pieces for the advisor channel

• Support portfolio construction education for those with varying degrees of investment knowledge

• 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

• 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

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $85,000 to $115,000 , 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.

We're proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

Some of the ways we'll help you feel valued and supported as part of our team:

• Flexible working arrangements - 100% remote, hybrid, and in office options

• 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, that 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 2 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 

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.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•    Canada's Top 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  

•    Great Place To Work Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  

•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

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