Job Description

Please note:

• Current work authorization for Canada is required for all openings.
• This is a regular/full-time opportunity.
• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
• The bilingual incumbent of this role is required to interact with stakeholders who are located across Canada, in the official language of their choice (French or English).

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.

How You’ll Make an Impact

The Institutional Analyst Sr Bilingual provides our Distribution team with the highest level of service possible leading to new investment mandates and outstanding asset retention. This role acts as the central hub for all RFPs and provides support for both consultant databases and customized consultant reporting. Delivering on these requires an ability to work under pressure, high attention to detail, excellent communication skills, and an ability to build strong relationships with internal partners (Distribution, Product, Compliance) as well as global peers (IPMs, Product Managers in the U.S.).

Key Responsibilities:

1. Respond to Requests for Proposal (RFP)

• Complete RFPs using established process while continually looking for ways to improve the process.
• Facilitate meetings with partners to extract product messaging and positioning.
• Develop relationships with senior investment management (IPMs/PMs) to leverage their experience in client presentations.
• Track, and share response changes, and add to database.
• Follow writing and marketing best practices.
• Product research – identify product strengths and weaknesses.
• Develop messaging to reinforce strengths and rebut weaknesses.
• Participate in monthly internal global RFP/Database meetings to represent Canada and uphold and improve RFP best practices.

1. Consultant Databases

• Populate Fidelity data into consultant databases accurately and within deadlines.
• Work with partners to ensure data and messaging are regularly reviewed.
• Respond accurately and promptly to ad-hoc information requests from Distribution team.
• Perform on-going dynamic entity risk assessments and deliver business and integrated audit.

1. Customized Client Reporting Support

• Prepare and distribute monthly and quarterly reporting for institutional client.
• Prepare due diligence questionnaires and industry survey.
• Prepare and distribute Compliance Certificates.

1. Relationship Management

• Build and maintain strong relationships with internal business partners (Distribution, Product, Compliance, Finance) as well as partners outside Canada (Product, Investment management teams).

1. Product Knowledge

• Maintain a high level of institutional product knowledge.
• Develop working knowledge of competitive landscape.

What We Are Looking For:

• Minimum 3 years of experience in the financial services industry.
• University Degree with a strong financial background, or equivalent work experience.
• Bilingualism in English/French, both verbal and written.
• Advanced proficiency with Microsoft Excel.
• Experience with eVestment, and Preqin is an asset.
• CFA is an asset.

The Expertise You Bring:

• Strong quantitative, analytical, data-intuition, and problem-solving skills, and proficiency in data
• Ability to work under pressure of time deadlines
• High attention to detail including accuracy, writing style and presentation
• Strong leadership skills: relationship builder, can lead teams or work independently, team player
• Excellent written and verbal communication skills in English and French
• Solid analytical skills
• Motivated self-starter

Some of the ways we will help you feel valued and supported as part of our team:

• Flexible working arrangements.
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.
• Parental leave top-up to 100% of your salary for a period of 25 weeks.
• Up to $650 for home office equipment.
• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.
• Diversity and inclusion programs, including an active network of Employee Resource Groups.
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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