Managed Accounts Portfolio Services Group Analyst

Job Description
Current work authorization for Canada is required for all openings This is a regular, full-time role You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.Company Overview 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.The Opportunity
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 clients, meaningful thought leadership to the marketplace, and distinctive opportunities for our employees.The Managed Accounts - Portfolio Services Group Analyst is responsible for running the day-to-day portfolio management operations of discretionary Managed Accounts. A core objective of this role is to support the investment team by increasing the control, efficiency, and consistency of investment operations. This includes two core functions: 1) Assist with the execution and oversight of portfolio trading operations, including trade modelling, reconciliation, and issue resolution to ensure accurate portfolio records. 2) Strengthen portfolio oversight and data integrity by proactively monitoring activity, identifying discrepancies, and coordinating with stakeholders.Success in this role requires collaboration on new and innovative solutions to streamline Managed Accounts operations using leading edge, technology-based, data-driven solutions. The successful candidate requires exceptional business acumen paired with strong analytical/communication skills to help facilitate the development and adoption of effective solutions for the wealth management business.What You’ll Do
Deliver effective oversight and control of market-related portfolio activities, including hands on responsibility for daily reconciliation processes and ensuring the accuracy and integrity of the investment book of record. Proactively monitor portfolio activity, flag trade requirements for execution, and investigate discrepancies or unusual results, working closely with relationship managers, advisors, and internal partners to support trading, settlements, account setup, security master maintenance, and related operational activities. Assist with trade modeling activities to support portfolio trading, rebalancing, client onboarding, and mandate changes across managed account platforms. Work independently to understand and resolve issues and projects as they arise;
coordinate with other Fidelity Canada business partners and act as representative for Managed Accounts as necessary Coordinate with internal/external investment management business partners (i.E. Trading, operations, capital markets, relationship managers/advisors, IS, dealer compliance) on matters as necessary, including assisting with resolution of issues.What You Will Bring
Excellent analytical and technical skills, including an advanced level understanding of Microsoft Excel is required. Experience with Access, VBA, SQL, and Python is considered an asset. Excellent written and verbal communication skills, with the ability to clearly articulate investment, operational, and technical concepts to both technical and non-technical audiences. Quick learner and solutions-oriented problem solver. Solid understanding of product structures and investments covering multiple asset classes (equity, fixed income, alternative funds) Experience with middle and back-office operations, including corporate actions is an asset.What We’re Looking For
3+ years of work experience required, with exposure to portfolio management, trading, or investment operations for an asset manager or related entity requiredUniversity degree required or equivalent work experienceCFA Level 1 or CIM requiredAnalytical and programming experience is an assetCFA/MBA/Programming designation is an assetTotal 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: Total annual cash compensation of $94,000 to $117,000, 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.Why Work at Fidelity?
We are proud to be recipients of the following:Canada's Top 100 EmployersGreater Toronto's Top EmployersCanada's Top Family-Friendly EmployersCanada's Top Employers for Young PeopleGreat Place To Work® CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion Employer DesignationsCanadian Compassionate Companies – CertifiedBenefits Canada's Workplace Benefits Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR TeamAbout Us
Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans.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 View email address on ca.hrm.tc 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.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 respects the privacy of your information.
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