Investment Analyst
| Company | Fidelity Investments |
|---|---|
| Location | Toronto, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Completion of a University degree in a business related subject or equivalent work experience
- Completion of CAIA (Chartered Alternative Investment Analyst), CFA designation or Master’s degree is an asset
- 2 – 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
- Working knowledge of VBA is an asset but is not required
Responsibilities
- Build, maintain and communicate a 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
Preferred Qualifications
- Completion of CAIA (Chartered Alternative Investment Analyst), CFA designation or Master’s degree is an asset
- Working knowledge of VBA is an asset but is not required