Canada Job Openings
Fidelity Investments
Student, Finance Opportunities (Winter 2025 Co-op Term)
Toronto
FULL TIME
September 9, 2024
- Learn about current market trends and how it impacts a mutual fund company.
- Partner with various teams across Fidelity and how finance provides support to those areas.
- Prepare monthly management reporting process by compiling financial and operation data.
- Complete financial analysis on the sales, operations and financial data to understand key variances and trends.
- Assist with the development and testing new finance reporting tools.
- Participate in several research projects focusing on the mutual fund industry with the purpose of learning about the industry, key trends and the competitive landscape.
- Provide support to finance organizational goals and other ad hoc assignments
- Assist with the month-end management reporting process by compiling financial and operation data. Such reports are used by management through the organization and expense report audits
- Assist with the development of a data governance structure for the FIC finance organization and the documentation of key processes
- Actively participate in the monthly, quarterly and year-end close by performing critical accounting functions for the FIC and FCAM business units
- Complete financial analysis on the sales, operations and financial data to understand key variances and trends.
- Perform post mortem on pricing decisions – review actual vs. forecast for financial performance; provide recommendations on ways to improve pricing decisions
- Support the analysis of third party depository clearance and settlement costs
- Assist with the development and testing new finance reporting tools
- Update documentation for Finance policies and procedures
- Participate in a number of learning opportunities focusing on the brokerage industry with the purpose of learning about the industry, key trends and the competitive landscape
- Provide support to finance organizational goals and other ad hoc assignments.
- Working towards a university degree in finance, commerce, business or economics
- Analytical skills including working knowledge of financial terms and ratios
- Ability to manage projects, juggle multiple priorities and manage deadlines
- You are proficient in Microsoft Office especially Power Point and Excel, advanced Excel skills are an asset (i.e. Marcos, VBA coding). Experience with Microsoft Access is an asset
- You must be currently enrolled in a registered co-op program to be considered for these positions
- You must also be available on a full-time basis for the duration of the co-op term
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