Product Support Specialist

2 weeks ago


Toronto, Ontario, Canada Fidelity Investments Full time

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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