Company Info

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.

Job Description

The Alternative Investment Analyst is responsible for supporting and enhancing Fidelity Canada’s retail lineup of mutual funds and solutions. Reporting to the Director, Alternatives, the Analyst provides critical support for Fidelity Canada’s new product development initiatives, delivers strategic, competitor and industry analysis to inform product strategy, and is responsible for championing the alternatives segment of Fidelity’s retail products, solutions, and tools to drive the firm’s marketing and sales efforts.

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.

Job Responsibilities

What Will You Do

Product Development

• Identify compelling product ideas that meet the standards of Fidelity and meet the needs of our customers
• Develop product positioning, competitive benchmarking / analysis and identify key factors that will influence sales success in order to build a successful business case for new products and solutions
• Collaborate with external resources and internal partners throughout Fidelity in order to bring new products and solution to market
•  Own product development projects from idea to delivery

Product Management

• Ensure that assigned products and solutions are optimally positioned for success
• Demonstrate a high level of product, market, and competitive investment category expertise
• Develop a deep understanding of the drivers of success within assigned product segment and articulate these effectively to management
• Develop and be able to articulate a well-supported view of the future of the category or asset class

Marketing and Sales Support

• Collaborate with Marketing, Sales and other internal partners in the development of all promotional materials (e.g. marketing collateral, digital, advertising, etc.) for new and existing products and solutions
• Ensure that assigned products and solutions are supported with strong baseline collateral that clearly and accurately reflects the investment merits of each offering
• Develop and deliver proactive investment marketing and asset retention ideas to support the firm’s sales efforts
• Anticipate Marketing and Sales team needs and deliver proactive solutions

Qualifications

What We’re Looking For

• Minimum 3 years mutual fund/investment industry experience with prior experience in investment analysis / modelling
• Prior experience in financial services sales and/or marketing is an asset
• University degree or equivalent work experience
• Designations such as an MBA/CFA is an asset
• Canadian Securities Course (CSC) along with relevant industry accreditations are also an asset

What Will You Bring

• Strong base knowledge of investment products and services
• Exceptional analytical ability
• Excellent oral and written communication skills
• Excellent presentation skills
• Proven experience performing complex data analysis (i.e. sales, performance analysis, etc.)
• Highly proficient with Microsoft Office Suite (Excel, PowerPoint, etc.)

Additional Information

What You Can Expect From Us

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

-Best Workplaces for Inclusion

-Best Workplaces for Mental Wellness   Best Workplaces for Today’s Youth

-Best Workplaces for Women

-Best Workplaces in Financial Services & Insurance

-Best Workplaces in Ontario

-Best Workplaces with Most Trusted Executive Teams

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

•    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

• Designations
• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 – Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work