Institutional Analyst

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** Job Description
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* Please Note:

***
* *** Current work authorization for Canada is required for all openings.***
* *** You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.***
* *** This is a regular, full-time opportunity.
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* 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:
** 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 acts as the central hub for all RFPs, and provides support for both consultant databases and customized client 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 as well as global peers.
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* What You Will Do:

*** Requests for Proposal (RFPs)  + Respond to RFPs within service level standard and team’s 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
* Customized Client Reporting Support  + Prepare and distribute monthly and quarterly reporting for institutional clients
* Relationship Management  + Build and maintain strong relationships with internal business partners as well as partners outside of Canada
* Product Knowledge  + Maintain a sound level of institutional product knowledge
** What We Are Looking For:
***
* Experience:

*** 1+ year of experience in the financial services industry required
* Experience with responding to RFPs and database knowledge required
* Salesforce experience is an asset
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* Education:

*** University degree with a strong financial background, or equivalent work experience
* Progressing towards the CFA is an asset.
** The Expertise You Bring:
*** Bilingualism in French/English is an asset.
* Ability to work in a fast paced environment with tight deadlines
* High attention to detail, including accuracy, writing style, and presentation
* Excellent verbal and written communication skills
* Strong analytical skills
** 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: A competitive annual range of **$85,000 to $96,000**, 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.
** Some of the ways we’ll help you feel valued and supported as part of our team:
*** Flexible working arrangements - 100% remote, hybrid, and in office options
* 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%…