Equity Research Analyst

Fidelity Investments Canada

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience
  • Demonstrated academic excellence
  • 1 to 10 years of relevant work experience
  • History of motivation and initiative
  • Strong analytical, communication, and interpersonal skills

Responsibilities

  • Conduct fundamental equity research on assigned stocks
  • Provide investment ideas for mutual funds and institutional strategies
  • Engage with company management and industry experts for insights
  • Create detailed financial projections for companies
  • Develop valuation analyses to support investment recommendations
  • Cover 20-25 stocks and manage your own investment sector

Benefits

  • Competitive compensation package
  • Base salary and discretionary performance bonus
  • RRSP contribution after 6 months of employment without matching required
Full Job Description
Job Description

Please Note:
  • Position is located in our Toronto Ontario, Canada office.
  • 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. Candidate is solely responsible for satisfying work authorization requirements.


What You Will Do

The Equity Research Analyst (the "Analyst") works closely with the portfolio managers within Fidelity (Canada) Investment Management ULC (FCIM) - the team of portfolio managers and equity research professionals responsible for managing a number of mutual funds and institutional investment strategies, primarily for the Canadian market.

The Equity Research Analyst will perform fundamental equity research on a coverage universe, providing investment ideas for the portfolios and contributing to the investment performance of the firm. The Analyst will generate proprietary fundamental analysis of the sector, the industry, the companies and the stocks by meeting with top management of companies, industry experts, sell-side analysts and experienced colleagues. Analysts will create detailed financial projections for the companies and develop valuation analysis of stocks to develop investment recommendations for assigned stocks. You will be covering 20-25 stocks in this role.

In this position, you will have sole coverage of your own investment sector, manage money, access to vast technology, travel, contact with top company management and investment professionals in the business, and potential for career advancement from analyst to portfolio manager.

What We Are Looking For
  • Bachelor's degree or equivalent experience
  • Demonstrated success in academics
  • 1 to 10 years' relevant work experience. All candidates with relevant experience are encouraged to apply
  • A history of motivation, initiative, and tireless enthusiasm for discovering new investment opportunities
  • Strong analytical, communication and interpersonal skills


In order to be considered for available positions, you must be eligible to work in Canada and must include the following in your application:
  • Cover Letter
  • Current Resume (1 page only), including overall GPA from most recent educational institution attended
  • Unofficial transcript


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
  • 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.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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.

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