Institutional Product Support Specialist

2 weeks ago

Toronto, Canada Fidelity Investments Full time

Job Description

Who We Are:
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Role Overview:
The Institutional Product Support Specialist will work closely with the (Institutional) Investment Analysts, Marketing, Compliance and RFP Teams and is responsible for the updating, production, data quality review and maintenance of quarterly investment reports, client investment reviews, prospect decks, PM data support and adhoc queries.

The incumbent will be responsible for partnering with the analysts to support the production of client and prospect material, as well as ensuring data is reviewed and accurate. In addition, the Specialist is responsible for coordinating and managing the compliance review process for presentation materials including the submission of all relevant materials in a timely fashion through content production and compliance systems.

What You Will Do:
- Update, review and assist production of institutional pool updates, PowerPoint presentations, marketing collateral and thought leadership pieces.- Work closely with the investment analysts and marketing teams to ensure we are providing best in class materials for sales and clients.- Assist in production and maintenance of pool updates, sales presentations, marketing collateral, client investment reviews decks, and PM adhoc queries.- Coordinate and manage the compliance review process for all materials including the submission of all relevant materials in a timely fashion through the content production and compliance system.- Ensure compliance of all presentation materials and implement presentation changes as requested by compliance team.- Ensure relevant materials and collateral are accurate. Review all materials prior to Workfront submission to ensure relevance and accuracy.

What We Are Looking For:
- Completion of a University degree or equivalent work experience- 2 - 3 years of financial services experience, with investment product experience preferred- Content production experience- Demonstrated expertise using Microsoft PowerPoint and other production tools- VBA skills would be an asset but not required- IFIC or CSC designation would be an asset

The Expertise You Bring:
- Strong relationship management skills- Strong project management skills- Close attention to detail and a high level of accuracy- Ability to multitask and manage multiple priorities at any given time- Good communication skills, ability to engage with individuals at all levels
- Team player who takes initiative and works with peers across the organization to achieve common goals
- Current work authorization for Canada is required for all openings._

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.


No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:
Awards
- Canada’s Top 100 Employers (5th consecutive year) 2021
- Greater Toronto’s Top Employers (9th consecutive year) 2021
- Canada’s Top Family Friendly Employer (4th consecutive year) 2021
- Imagine Canada, Caring Company
- Canada’s Top Employer For Young People 2021
- National HR Awards - Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
- Workplace Benefits Awards - Health and Wellness Program
- Canadian Compassionate Companies Award

Designations
- A Canadian Compassionate Company
- An Imagine Canada Caring Company

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