Portfolio Engineer

Current work authorization for Canada is required for all openings.

• Current work authorization for Canada is required for all openings.
• This is a full-time regular role.
• You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Portfolio Engineer

Company Overview

At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best - both personally and professionally.

The Opportunity

Fidelity Investment Canada (FIC) Managed Accounts is building a technology-enabled discretionary investment management platform to scale portfolio construction monitoring and reporting.

The Managed Accounts Portfolio Engineer (the engineer) will be responsible for delivering repeatable portfolio construction and oversight capabilities. They will do this by building and maintaining analytics tools and data workflows that support investment decision-making and operational execution. The role partners closely with portfolio management risk compliance operations and technology teams to enhance risk reporting improve data quality and enable portfolio customization through advanced statistical analysis.

What Youll Do

• Contributes to building scalable portfolio construction and rebalance tools that support managed account solutions and personalized investing needs.

• Internally scope the systems data and infrastructure required to aid in systematic portfolio construction

• Map data dependencies and inputs to the portfolio construction process.

• Partner with internal resources to ensure consistency and build towards a center of excellence around portfolio construction.

• Develop first generation tools to implement systematic portfolio construction

• Develop and maintain investment monitoring and risk reporting (including data pipelines) that are accurate repeatable and decision useful.

• Apply advanced statistical analysis to enhance risk modelling and portfolio customization capabilities using large datasets.

• Partner across technology product operations and compliance to implement controlled workflows that align to platform strategy and governance expectations.

• Improve investment process efficiency through automation standardization and documentation across portfolio engineering workflows.

What Were Looking For

• University degree in finance economics computer science mathematics statistics or equivalent experience

• 5 years in portfolio analytics/portfolio engineering risk analytics investment technology or a related investment management function.

• Demonstrated programming experience (e.g. Python/R) and query/data manipulation skills (e.g. SQL) used in production or near-production processes.

• Experience building or maintaining portfolio analytics and/or portfolio construction workflows in an investment context or similar.

• Experience producing monitoring and/or risk reporting tools (preferably in a wealth management context) with documented data quality and control practices

• CFA Level 1 or programmatic degree

Nice to haves:

• Demonstrated knowledge of AI/ML technologies natural language processing and emerging trends.

• Experience with enterprise reporting applications (e.g. PowerBI Snowflake Tableau)

• Working knowledge of multi-asset products and market dynamics sufficient to support portfolio oversight decisions.

• Experience supporting discretionary managed account platforms and scalable advisor-facing tooling.

• Exposure to personalization features such as tax optimization and/or direct indexing in a managed solutions context.

• Experience with portfolio/market data platforms (e.g. portfolio management systems risk platforms and market data terminals)

• Graduate degree in a quantitative discipline (e.g. finance analytics statistics computer science AI).

• Formal coursework or applied training in investment analytics econometrics artificial intelligence or data engineering.

What Youll Bring

• Quantitative/statistical analysis applied to investment datasets (e.g. time series factor/risk analytics scenario analysis).

• Strong programming and data skills (e.g. Python/R and SQL) with ability to build reliable analytics pipelines and reusable tooling

• Data management fundamentals (lineage quality controls reconciliation documentation) supporting production reporting and monitoring.

• Portfolio construction rebalancing principles and portfolio oversight concepts for multi-asset solutions.

• Working knowledge of investment operations and controls (trade modelling impacts monitoring outputs and governance expectations).

• Experience with AI/ML technologies natural language processing and emerging trends in data science field.

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

• Base Salary and Discretionary Performance Bonus: A competitive annual range of$123000-$140000 based on your experience and qualifications.

• RRSP Contribution: After 6 months of employment we invest in your future with anRRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan 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 questionstothe 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.

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 .

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

Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top Family-Friendly Employers
o Canadas 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 Todays 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 Canadas Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team