Portfolio Engineer
CA$123k - CA$140k/yr+ Discretionary performance bonus + Employer RRSP contribution
Senior
Bachelor's, Master's
Toronto, ON, Canada
HybridHybrid schedule; work location moves from 483 Bay Street, Toronto to 3 Robert Speck Parkway, Mississauga, approximately late 2026.
Finance & BankingAsset Management
About the job
Requirements
- A university degree in finance, economics, computer science, mathematics, statistics, or equivalent experience is required.
- At least 5 years of experience in portfolio analytics, portfolio engineering, risk analytics, investment technology, or a related investment management function is required.
- Demonstrated programming experience, such as Python or R, and query/data manipulation skills, such as SQL, used in production or near-production processes are required.
- Experience building or maintaining portfolio analytics and/or portfolio construction workflows in an investment context or similar is required.
- Experience producing monitoring and/or risk reporting tools, preferably in a wealth management context, with documented data quality and control practices is required.
- CFA Level 1 or a programmatic degree is required.
- Quantitative/statistical analysis applied to investment datasets, such as time series, factor/risk analytics, or scenario analysis, is needed.
- Strong programming and data skills, such as Python/R and SQL, with the ability to build reliable analytics pipelines and reusable tooling, are needed.
- Data management fundamentals, including lineage, quality controls, reconciliation, and documentation, supporting production reporting and monitoring, are needed.
- Portfolio construction, rebalancing principles, and portfolio oversight concepts for multi-asset solutions are needed.
- Working knowledge of investment operations and controls, including trade modelling impacts, monitoring outputs, and governance expectations, is needed.
- Experience with AI/ML technologies, natural language processing, and emerging trends in data science is requested.
Responsibilities
- Contribute to building scalable portfolio construction and rebalance tools that support managed account solutions and personalized investing needs.
- Scope internally 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 toward 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.
Desired Qualifications
- Demonstrated knowledge of AI/ML technologies, natural language processing, and emerging trends.
- Experience with enterprise reporting applications such as Power BI, Snowflake, or 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, such as portfolio management systems, risk platforms, and market data terminals.
- A graduate degree in a quantitative discipline, such as finance, analytics, statistics, computer science, or AI.
- Formal coursework or applied training in investment analytics, econometrics, artificial intelligence, or data engineering.
About the company
Fidelity International provides investment solutions and retirement expertise for institutions, individuals, and their advisers around the world. It offers a range of investment management services, personal investing platforms, and retirement savings products, using both its own funds and third-party options. Clients access these tools to pursue long-term financial goals, with revenue coming from management and advisory fees. The company integrates sustainability and responsible investing into its operations and investment processes, aiming to deliver long-term, sustainable outcomes for clients. The goal is to help clients build better financial futures and maintain financial health over time.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
$7.5B
Headquarters
London, United Kingdom
Founded
1969
Get referred to Fidelity International
See people who can refer or advise you
Simplify's Take
What believers are saying
- September 2026 hires in Hong Kong, Madrid, Australia, and London expand distribution reach.
- Fidelity bought 5.94% of CAMS from March to September 2026, deepening India exposure.
- Reuters reported February 2026 Chinese approval for cross-border fund sales into mainland China.
What critics are saying
- Reuters reported August 2026 plans to exit Fidelity's wholly owned China fund unit.
- May 2026 layoffs cut roughly 1,000 jobs, while Boston shifts to full-time office work.
- Broadcom software dependence can freeze customer trading if contract talks break again.
What makes Fidelity International unique
- FIL pairs active equity research with retirement administration across institutions, advisers, and employers.
- Its September 2026 UK Absolute Return Global Equity fund mirrors a $1.6 billion SICAV.
- Fidelity’s global research platform supports active ETFs, multi-asset portfolios, and customized solutions.
Help us improve and share your feedback! Did you find this helpful?
Benefits
- Flexible Work Hours
- Remote Work Options