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Added 1 hour ago
IE
Analyst, Business
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
IMAX is seeking a Business Analyst to bridge business functions, technology teams, data teams, project management, and senior leadership in defining and delivering technology-enabled…
Added 21 hours ago
Director, Talent Acquisition and Employee Success
Tigera
Vancouver, BC
From modern cloud-native architectures to cutting-edge AI agent ecosystems, our technology safeguards over 1 million Kubernetes clusters across multicloud and hybrid environments. Trusted…
Added 1 day ago
EC
Event Producer - Hybrid (Project-Based)
Encore Canada
Brampton, ON
- Full-time
…creating a Scope of Work relevant to the event in conjunction with Director or Associate Director of Event Production. The Event Producer will create programs that meet the client’s needs…
Added 1 day ago
FI
Director of Sales, Mid-Market
Fulfillment IQ
Toronto, ON
- $130,000 to $145,000 CAD / year
- Full-time
Fulfillment IQ (FIQ) is a supply chain technology and consulting company helping retailers, brands, and 3PLs solve complex fulfillment and logistics challenges.
Added 1 day ago
A-
Payroll Manager
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
…are paid accurately and on time, every time. Reporting to the Director, HR Technology & Total Rewards, this in-office role is at the heart of AMA's Human Resources function, partnering…
Added 1 day ago
AO
Operations and Finance Programs Director
Archdiocese of Winnipeg
Winnipeg, MB
- Full-time
…individual to join our team as Operations and Finance Programs Director. Reporting to the Moderator of the Curia, the Director oversees day-to-day operations and related finances for…
Added 1 day ago
IE
Analyst, Business
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
IMAX is seeking a Business Analyst to bridge business functions, technology teams, data teams, project management, and senior leadership in defining and delivering technology-enabled…
Added 1 day ago
M
Manager, Member Education
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Reporting to the Director of Financial Education, you will be a key leader in shaping the member experience and driving plan engagement. By combining hands-on client management with team…
Added 1 day ago
TW
Sales Associate
tbooth wireless / la cabine t sans fil
London, ON
- Full-time
…we’re proud to be recognized as a Best Place to Work by HR Director Magazine. Join us in a rewarding, people-first environment where opportunity and growth are always within…
Added 1 day ago
W/
Sales Associate
WIRELESSWAVE / WAVE SANS FIL
Guelph, ON
- Full-time
…we’re proud to be recognized as a Best Place to Work by HR Director Magazine. Join us in a rewarding, people-first environment where opportunity and growth are always within…
Added 1 day ago
O
Director, Corporate Communications
OpenText
Toronto, ON
- Full-time
OpenText is seeking an accomplished and strategic communications leader to serve as Senior Director, Executive Communications & Public Affairs to help build and protect company reputation.…
Added 1 day ago
O
Director, Corporate Communications
OpenText
Waterloo, ON
- Full-time
OpenText is seeking an accomplished and strategic communications leader to serve as Senior Director, Executive Communications & Public Affairs to help build and protect company reputation.…
Added 1 day ago
O
Director, Corporate Communications
OpenText
Mississauga, ON
- Full-time
OpenText is seeking an accomplished and strategic communications leader to serve as Senior Director, Executive Communications & Public Affairs to help build and protect company reputation.…
Added 1 day ago
ST
Director of Finance and Administration
Scout Talent
ON · Ontario, Canada
- $150,000 to $180,000 CAD / year
- Full-time
Reporting to the Executive Director, you will provide strategic leadership across the Nation’s corporate functions. These are financial governance, human resources, policy and planning,…
Added 1 day ago
CI
Représentant(e) des ventes en imagerie médicale - Québec - Medical Imaging Sales Representative – Quebec
Christie Innomed
Saint-Eustache, QC
- Full-time
…in the fields of medical imaging and healthcare information…
Added 1 day ago
CC
Director - Commercial Sales
CARFAX Canada
London, ON
- Full-time
The Director, Commercial Sales is responsible for driving revenue growth across select commercial markets, including Auction, Remarketing, OEM (ARO) and Banking, Insurance & Government…
Added 1 day ago
C
Director of Information Technology
CarltonOne
Markham, ON
- Full-time
CarltonOne is seeking a highly motivated Director, Information Technology to lead CarltonOne's global enterprise IT function, owning IT strategy, service management, governance, and…
Added 1 day ago
A-
Payroll Manager
AMA - Alberta Motor Association
AB · Edmonton, AB
- Full-time
…are paid accurately and on time, every time. Reporting to the Director, HR Technology & Total Rewards, this in-office role is at the heart of AMA's Human Resources function, partnering…
Added 1 day ago
MU
Advancement Analyst
McGill University
Mont-Royal, QC · Les Cours Mont Royal
- Full-time
Keep abreast of technology trends and new BI tools.
Added 1 day ago
Manager - Technology Integration & Records Section
City of Edmonton
AB
The Edmonton Police Service is seeking an experienced leader in technology implementation, organizational change, and business analysis to serve as Manager of the Technology Integration &…
Added 1 day ago
FI
Program Director - PMO Transformation, Segmentation
FP Inc.
Toronto, ON
- $110 to $128 CAD / hour
- Contract
10+ years of progressive experience as Director in program management, transformation delivery, or business change leadership, including ownership of complex initiatives across multiple…
Added 1 day ago
OA
Regional EHS&S Manager
Oldcastle APG
Balzac, AB
- Other
…Solutions, Sakrete® packaged concrete, Amerimix® mortar, Pebble Technology International® pool finishes, and Techniseal® sands and sealant…
Added 1 day ago
TU
Human Resources Coordinator
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
Added 1 day ago
WO
Senior Financial Analyst
WP Osborne Executive Search Inc.
Toronto, ON
- Full-time
A real, mapped path: Analyst → Manager → Controller → Director → VP → senior leadership.
Added 1 day ago
BU
Corporate Controller
Brandon University
Brandon, MB
- Full-time
Under the general direction of the Director of Financial Services, the Corporate Controller is the City’s senior technical accounting professional and is responsible for the integrity,…

Fidelity Canada

Managed Accounts Portfolio Services Group Analyst

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 3+ years of work experience required, with exposure to portfolio management, trading, or investment operations for an asset manager or related entity required
Posting language: English
Posted: Oct 14, 2026

Original job description

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:

Assist with the execution and oversight of portfolio trading operations, including trade modelling, reconciliation, and issue resolution to ensure accurate portfolio records.

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 required

University degree required or equivalent work experience

CFA Level 1 or CIM required

Analytical and programming experience is an asset

CFA/MBA/Programming designation is an asset

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: 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.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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 FidelityCanadaStaffing@fidelity.ca.

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

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More about this job

Responsibilities

The analyst is responsible for the day-to-day portfolio management operations of discretionary Managed Accounts, including trade execution and oversight. They will also focus on strengthening portfolio data integrity by monitoring activity and resolving discrepancies in collaboration with internal stakeholders.

Requirements

Candidates must have at least 3 years of experience in portfolio management, trading, or investment operations, along with a university degree. A CFA Level 1 or CIM designation is required, and advanced technical skills in Excel are essential.

Skills

Portfolio management
Trading operations
Data integrity
Reconciliation
Trade modeling
Analytical skills
Communication skills
Microsoft Excel
Access
VBA
SQL
Python
Investment operations
Asset management
Corporate actions

Benefits

RRSP contribution
Performance bonus

Visa sponsorship

Not detected in the job text

Keywords

Portfolio management
Managed accounts
Trading operations
Reconciliation
Trade modeling
Data integrity
Investment operations
Asset management
Equity
Fixed income
Alternative funds
Corporate actions
Microsoft Excel
Access
VBA
SQL
Python
CFA
CIM
Wealth management
Financial services
Business acumen
Analytical skills
Communication skills
Stakeholder management

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