Portfolio Construction Manager Full Time

You will be working on a flexible 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 Manager will be responsible for creating model portfolios for Fidelity’s prospects and clients in partnership with Fidelity’s Portfolio Strategists. The role will support 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 Manager will be involved in all aspects of development and 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 make actionable recommendations, including a detailed analysis of risk, return and diversification aspects of model portfolios

Partner with Portfolio Strategists, their clients, and prospects to contribute to the building of investment models

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

Monitor products used within model portfolios for notable changes and communicate impacts

Develop relationships with Fidelity’s Portfolio Strategists and other internal stakeholders

-Establish Fidelity Canada as an industry leader in portfolio construction

Build, maintain, and communicate with expert level of knowledge on portfolio construction concepts

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 competitor service offerings

Assist in the development and analysis of thought leadership pieces

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 Strategists on ad hoc portfolio construction queries

What We’re Looking For

Completion of a University degree or equivalent work experience

7+ years of investment market expertise

Completion of CFA/MBA/CAIA is an asset

Canadian Asset management or wealth management industry knowledge

3+ years of building and maintaining model portfolios, or maintained a recommended list of 3rd party investment managers, and an expert level of knowledge on portfolio construction concepts

What You Will Bring

Exceptional analytical ability

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

Fidelity Benefits and Perks!

100% remote and hybrid work arrangements

Competitive total compensation package

Opportunity to participate in Fidelity profit-sharing program

Company contributes into your RRSP, without a matching requirement from you

Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy

Health Care Spending Account

TELUS Health Virtual Care app

Health and Fitness Reimbursement

Up to $650 for home office equipment

Generous time off policy

2 paid days annually to volunteer

Access to over 11,000 training and development courses

Tuition reimbursement

Monetary awards for completing a required designation

Annual dues reimbursement for professional designations

Pregnancy/Parental/Adoption Leave – Fidelity will top-up to 100% of your salary for a period of 25 weeks

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 [email protected].

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

Tagged as: finance