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Student, Fund Treasury (Winter 2025 Co-op Term)

  • Internship
    Full-time
    Placement Program
  • Business, Operations & Strategy
    Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You must be pursuing a degree in finance, have a passion for markets, strong Excel skills, and analytical abilities; Bloomberg knowledge is a plus. Canadian work authorization is required.
  • You will review financial statements, conduct ad hoc reporting, monitor T-SWP distributions, oversee daily fund operations, and perform pricing and media checks.

Requirements

  • You are working towards a university degree with a concentration in finance, commerce, business or economics
  • Passion for financial markets with an interest in investing
  • Understanding of financial concepts
  • Advanced knowledge of Excel
  • Analytical skills with the ability to accumulate, organize and assimilate large amounts of information and make informative insights
  • Knowledge of Bloomberg is an asset
  • Current work authorization for Canada is required for all openings.

Responsibilities

  • Annual and semi-annual Financial Statement and Management Report of Fund Performance review
  • Ad hoc operations and financial reporting projects/research
  • T-SWP monthly distributions monitoring
  • Daily oversight tasks regarding fund operations
  • Pricing oversight
  • Media check
  • Leveraged funds check
  • Money Market Check

FAQs

Do we support remote work?

Yes, we offer a flexible hybrid or 100% remote schedule as part of Fidelity’s dynamic working arrangement.

What qualifications do I need to apply for this position?

You should be working towards a university degree with a concentration in finance, commerce, business, or economics.

Is there an opportunity for mentorship during this co-op term?

Yes, students will be provided with a mentor to support them throughout their journey.

What type of training does Fidelity offer to students?

Fidelity offers an extensive training program that enhances skills in communication, public speaking, networking, business etiquette, and emotional intelligence.

Are there volunteering opportunities available for students?

Yes, Fidelity provides students with the opportunity to volunteer and make a difference in their community.

What tasks will I be responsible for in this co-op position?

You will be involved in the annual and semi-annual Financial Statement and Management Report of Fund Performance review, ad hoc projects, monitoring T-SWP monthly distributions, and daily oversight tasks regarding fund operations.

Do I need to have experience with Bloomberg for this role?

While knowledge of Bloomberg is an asset, it is not a requirement for the position.

What software skills are required for this position?

Advanced knowledge of Excel is required, along with strong analytical skills.

Is Fidelity committed to diversity and inclusion in the workplace?

Yes, Fidelity Canada is committed to fostering a diverse and inclusive workplace and considers all qualified applicants regardless of various protected grounds.

How do I request accommodation during the application process?

If you require accommodation, you can email FidelityCanadaStaffing@fidelity.ca to make your request.

Finance
Industry
10,001+
Employees
1946
Founded Year

Mission & Purpose

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

Benefits

  • Commuter benefit program

  • Dependent care flexible spending (FSA)

  • Mental health resources

  • Discount programs for employees

  • Maternity & parental leave

  • On-site health & wellness centers