. As Director of Managed Accounts, you will play a pivotal role in shaping and scaling Fidelity’s discretionary investment platform... is a minimum requirement Previous experience in a similar investment operation and or portfolio services role is nice...
and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration... pretty great too! Avison Young has been recognized as one of Canada's Best Managed Companies for the 13th year in a row...
role of the Associate Director and Lead, Overlay Management is to lead and execute the portfolio administration and trade... for managed accounts, ensuring client accounts remain aligned to their investment objectives and constraints. Lead and develop...
relationship are meticulously managed. They will have a proven track record of successfully managing complex projects, programs... with the Regional Director and Strategic Account Executive including activities, deliverables, and measures of success...
processing across managed accounts. Coordinate with internal teams for exception management and client service support. Help... for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re...