Portfolio Strategist
Core
Promote Fidelity's portfolio construction capabilities and support sales regions with expert insight on product offerings, third-party products, and industry trends to create open-architecture model portfolios.
Role type
Portfolio Strategist (Sales Support & Strategy)
Builds
Open-architecture model portfolios for client advisors
Domain
Canadian Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Investment market expertise, portfolio construction concepts, open-architecture model portfolio creation, risk/return/diversification analysis, Canadian investment products knowledge
Preferred skills
CFA/MBA/CAIA designation, thought leadership development, large audience presentation delivery
Technologies
Fidelity Portfolio Intelligence
Responsibilities
Conduct independent meetings and accompany sales teams in advisor meetings, support advisors in creating and reviewing customized model portfolios, develop relationships with sales and clients, produce thought leadership insights on portfolio construction, contribute to asset allocation discussions and investment model strategy, review products within model portfolios for clients
Seniority
Mid-Senior, hands-on IC
