Institutional Analyst Sr. - Bilingual (English and French) / Analyste institutionnel principal – Bilingue (français et anglais)

Salary Range: Competitive Compensation Package

Location: Toronto or Montreal Office

Overview of Duties:

This position’s core goal is to provide our Distribution team with the highest level of service possible leading to new investment mandates and outstanding asset retention. The Institutional Analyst Sr. 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.).

What you Will Do:

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

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

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

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)

Product Knowledge:

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

What We Are Looking For:

  • More than 3 years of experience in the financial services industry
  • 4-year University Degree with a strong financial background
  • Bilingualism in English and French is required
  • 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 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
  • Advanced proficiency with Microsoft Excel
  • Experience with eVestment, and Mercer GIMD is an asset
  • Solid analytical skills
  • Motivated self-starter

Current work authorization for Canada is required for all openings.

Employment with Fidelity will be conditional upon the successful candidate having received a COVID-19 vaccine series approved by Health Canada, at least 14 days prior to their start date. This requirement is subject to exemptions pursuant to human rights legislation in your province of employment.

Employment Status: Full-Time

How to apply and contact information

Please apply using the following link:

Posting Date: February 9th 2022

Closing Date: March 8th 2022

Company Name: Fidelity