Investment Analyst Senior, Etf Capital Markets
Current• Act as the link between all participants within the ETF ecosystem• Supported the growth of Fidelity’s ETF business from $1B to $9B AUM
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@fidelity.ca
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Audrey Kim is listed as Investment Analyst Senior, ETF Capital Markets at Fidelity Canada, a with 539 employees, based in Canada. AeroLeads shows a work email signal at fidelity.ca and a matched LinkedIn profile for Audrey Kim.
Audrey Kim previously worked as Investment Analyst, ETF Capital Markets at Fidelity Canada and Investment Analyst, ETFs at Fidelity Canada. Audrey Kim holds Bachelor’S Degree, Honours In Science And Business, Co-Operative Program from University Of Waterloo.
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Audrey Kim is a Investment Analyst Senior, ETF Capital Markets at Fidelity Canada. She possess expertise in leadership, personal income tax returns, social media, sap, public speaking and 22 more skills. She is proficient in Mandarin.
Listed skills include Leadership, Personal Income Tax Returns, Social Media, Sap, and 23 others.
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Toronto, Ontario, Canada
• Act as the link between all participants within the ETF ecosystem• Supported the growth of Fidelity’s ETF business from $1B to $9B AUM
Toronto, Ontario, Canada
Responsibilities:• Act as the link between all participants within the ETF ecosystem; Engage with wealth advisors, sales teams, market makers, exchange representatives, custodians, Portfolio Services Group, Portfolio Management team, ETF Operations team, ETF Product Development team, and Legal team. • Manage ETF Capital Markets Line Recognition:• Recipient of 2023 “Leadership Award”• Awarded “You Earned It Award” 4xSubject Matter Expert Engagements:• FidelityConnects - The Fidelity ETF Exchange podcast guest• FidelityNext webcast guest speaker • ETF SME for wealth advisor events; Present to investment advisors on Fidelity’s ETF offerings and Canadian ETF industry trends
Toronto, Ontario, Canada
Responsibilities:• Supported Director of Product Innovation• ETF Product Development• ETF Product Management• ETF Capital Markets• ETF Sales Training & EvaluatorMandate Coverage:• Covered Factor ETFs (Dividend, Quality, Low Volatility, Value, and Momentum), ETF Portfolios and Digital Asset/Crypto ETFs (Bitcoin & Metaverse)• Partial coverage of ESG ETFs, Multi-Asset ETFs and Fixed Income ETFs
Toronto, Ontario, Canada
Responsibilities: • ETF Product Development• ETF Product Management• ETF Capital Markets• ETF Sales Training & EvaluatorMandate Coverage:• Covered Factor ETFs (Dividend, Quality, Low Volatility, Value, and Momentum) and ETF Portfolios• Partial coverage of ESG ETFs, Multi-Asset ETFs, Bitcoin ETF, and Fixed Income ETFsRecognition:• Awarded “You Earned It Award”• Awarded “Women’s Leadership Group Volunteer of the Year”
Toronto, Ontario, Canada
• Received extensive mutual fund and ETF training• Maintained the highest performance score within class
Toronto, Ontario, Canada
• Daily use of investment software – Bloomberg and Morningstar Direct• Produced and presented a business case to Product Review Committee (Senior Executive Management & key stakeholders) to pitch Momentum & Value ETF• Responsible for ETF sales tracking and ETF capital markets hotline; Maintained communications with 4 Strategist and 56 sales teams
Toronto, Canada Area
• Interacted with 30+ prospective students to promote Fidelity Investments Canada• Promoted Fidelity Canada on social media platforms and on university campuses
Toronto, Ontario, Canada
• Developed PowerPoint presentations detailing sales trends for the Senior Executive Team• Produced detailed quarterly scorecards for senior sales management
Toronto, Ontario, Canada
• Participated in meetings focused on evaluating areas of critical business risks• Exposure to senior-level discussions surrounding operational efficiency strategies
Toronto, Canada Area
Other employees you can reach at fidelity.ca. View company contacts for 539 employees →
Joe Overdevest
Colleague at Fidelity CanadaToronto, Ontario, Canada
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Nabila Saidi
Colleague at Fidelity CanadaMontreal, Quebec, Canada
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Serosh K.
Colleague at Fidelity CanadaCanada
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Angel Chan
Colleague at Fidelity CanadaCanada
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Ana W.
Colleague at Fidelity CanadaToronto, Ontario, Canada
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Haseena Ishmail
Colleague at Fidelity CanadaToronto, Ontario, Canada
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Stephane Pitre, Cfa
Colleague at Fidelity CanadaMontreal, Quebec, Canada
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Darren A. Baldeo
Colleague at Fidelity CanadaToronto, Ontario, Canada
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Jellicah Fernando
Colleague at Fidelity CanadaAjax, Ontario, Canada
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Nicole Arnold, Cim
Colleague at Fidelity CanadaCalgary, Alberta, Canada
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Quick answers generated from the profile data available on this page.
Audrey Kim works for Fidelity Canada.
Audrey Kim is listed as Investment Analyst Senior, ETF Capital Markets at Fidelity Canada.
AeroLeads has found 1 work email signal at @fidelity.ca for Audrey Kim at Fidelity Canada.
Audrey Kim is based in Canada while working with Fidelity Canada.
Audrey Kim has worked for Fidelity Canada, Fortisbc, and Francis Kim & Company Ca, P.C..
Audrey Kim's colleagues at Fidelity Canada include Joe Overdevest, Nabila Saidi, Serosh K., Angel Chan, and Ana W..
You can use AeroLeads to view verified contact signals for Audrey Kim at Fidelity Canada, including work email, phone, and LinkedIn data when available.
Audrey Kim holds Bachelor’S Degree, Honours In Science And Business, Co-Operative Program from University Of Waterloo.
Audrey Kim is listed with skills including Leadership, Personal Income Tax Returns, Social Media, Sap, Public Speaking, Accounting, Microsoft Powerpoint, and Team Leadership.
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