Product Support Specialist
2 weeks ago
About the Role
Fidelity Investments is seeking a highly skilled Product Support Specialist to join our Product Research team. As a key member of our team, you will be responsible for building, updating, and maintaining presentations for Portfolio Managers, performing data quality reviews, and maintaining fund updates.
Key Responsibilities
- Building and maintaining presentations for Portfolio Managers, including MRFPs, QFRs, and updates to the retail sales team.
- Identifying and implementing solutions to improve efficiency and effectiveness through process elimination, simplification, and automation.
- Partnering with Investment Analysts to support the production of fund update pieces for our sales teams.
- Supporting Product Directors on ad hoc queries for product information and data analysis.
- Acting as the primary product content manager, coordinating and submitting all relevant material for marketing and compliance review and approval.
- Overseeing regulatory reviews through data analytics for the Product Research Team.
Requirements
- 2-3 years of financial services experience, preferably with investment product experience.
- Strong understanding of Microsoft Excel and keen analytical skills.
- VBA and/or Python skills are an asset.
- Ability to coordinate time requirements and manage personal work to deadlines.
- Demonstrated expertise using Microsoft PowerPoint and other production tools is an asset.
About Fidelity Investments
Fidelity Investments is a leading provider of investment products and services. We offer a range of trusted investment portfolios and services to individuals and institutions. Our team is dedicated to helping our clients achieve their financial goals through innovative solutions and exceptional service.
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