Private Wealth Portfolio Services Group Analyst


Website Common Wealth Development, Inc

Job Description

This is a hybrid role with a mix of remote and in-office working

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

Fidelity Private Wealth is bringing the full strength of Fidelity to our private wealth clients. That means combining our world class research and investment management expertise to help our clients accomplish their wealth goals.

As a privately held company, we’re able to take a big-picture, long-term view of the world and its markets. This gives us the opportunity to provide unique insight to our clients, extensive thought leadership to the marketplace and uncommon opportunities to our employees.

The Private Wealth Portfolio Services group is responsible for running the day-to-day portfolio management operations of Fidelity Private Wealth. A core objective of this role is to support the investment team by increasing the control, efficiency, and consistency of private wealth investment operations. This includes two core functions:

1) Facilitation of trading process which includes modelling trades, pre/post trade compliance and daily reconciliation.

2) Enhance portfolio oversight processes

Success in this role requires collaboration on new and innovative solutions to streamline private wealth portfolio management 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.

How You’ll Make an Impact

  • Deliver effective oversight and control of market relate portfolio activities. This includes working dynamically with our relationship managers, and partners across the firm on trading, settlements, new accounts, reconciliations, security master, and related activities.

  • Ability to act on behalf of the investment team to address their needs and issues relating to compliance and investment operations matters

  • Review, clear and/or escalate pre-trade compliance issues with portfolio managers, relationship managers, and compliance counterparts on behalf of the investment team

  • Work independently to understand and resolve issues and projects as they arise; coordinate with other Fidelity Canada business partners and act as representative for private wealth as necessary

  • Coordinate with internal/external investment management business partners (i.e. Trading, operations, capital markets, relationship managers, dealer compliance) on matters as necessary, including assisting with resolution of issues

What We’re Looking For

  • Completion of a University degree or equivalent work experience

  • 5+ years of relevant experience

  • Exposure to Portfolio management, trading, compliance and/or investment operations for an asset manager or related entity

  • Analytical/programming experience

  • Previous experience in a similar investment operation and or portfolio services role

  • CFA Level 1 or CIM is a must have

  • Other designation such as CFA/MBA/related masters degree or programming designation is an asset

What you will Bring

  • Excellent analytical and technical skills, including an advanced level understanding of Microsoft Excel, Access. Knowledge of VBA, SQL, and Python an asset.

  • Excellent communication skills with an ability to articulate medium to complex issues to a variety of audiences, including portfolio managers, traders and other PSG team members

  • 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

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 .

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:


  • Canada’s Top Family-Friendly Employers 2023 (7th consecutive year)
  • Canada’s Top 100 Employers 2023 (7th consecutive year)
  • Greater Toronto’s Top Employers 2023 (10th consecutive year)
  • Canada’s Top Employers for Young People 2023
  • Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
  • HRDC Best Places to Work 2023
  • HRDC 5-Star Diversity & Inclusion Employer
  • HRDC 5-Star Benefit Program 2023


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


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