Investment Production Analyst - Asset Management Marketing

Fidelity Investments•Smithfield, RI

About The Position

The Role Are you passionate about financial product marketing and ready for a chance to create a difference? As an Investment Production Analyst at Fidelity Investments, your role is crucial in delivering flawless presentations and marketing materials for Fixed Income and Global Asset Allocation strategies. This fast-paced job requires you to prioritize various responsibilities while partnering with teams to generate outstanding content. Take responsibility for the full production and on-schedule delivery of financial product presentations, handling everything from data and content updates to compliance interaction and final distribution. Serve as a subject-matter expert for financial product data by compiling, aggregating, and articulating fund and index performance, portfolio holdings, characteristics, attribution, market and economic data, competitor insights, and peer group analysis to support accurate, scalable reporting. Ensure accuracy, quality, and consistency across all marketing materials, maintaining brand and build standards while accomplishing revisions efficiently and accurately. Complete a variety of ongoing and ad-hoc tasks, such as internal presentations, recurring research, reporting, and data sourcing. This work uses deep knowledge of internal systems and third-party financial platforms to ensure timely, responsive deliverables. Drive continuous process improvement and innovation by finding opportunities to scale workflows, enable automation, and improve efficiency across data, reporting, and collateral delivery. Collaborate across functions with investment product management, marketing, compliance, data policy, technology, and build to produce high-quality content.

Requirements

Bachelor’s degree
Over three years of professional experience in financial services, asset management, or marketing.
Knowledge of Fixed Income asset classes
Strong attention to detail
Capacity to deliver high-quality work
Proficiency in financial research platforms like Bloomberg, Morningstar, Barclays, FactSet, J.P. Morgan, and/or ICE Data Services
Advanced abilities in Microsoft Excel and PowerPoint

Nice To Haves

Familiarity with Seismic
Experience in SQL
Experience in macro development
Experience in automation

Responsibilities

Take responsibility for the full production and on-schedule delivery of financial product presentations, handling everything from data and content updates to compliance interaction and final distribution.
Serve as a subject-matter expert for financial product data by compiling, aggregating, and articulating fund and index performance, portfolio holdings, characteristics, attribution, market and economic data, competitor insights, and peer group analysis to support accurate, scalable reporting.
Ensure accuracy, quality, and consistency across all marketing materials, maintaining brand and build standards while accomplishing revisions efficiently and accurately.
Complete a variety of ongoing and ad-hoc tasks, such as internal presentations, recurring research, reporting, and data sourcing.
Drive continuous process improvement and innovation by finding opportunities to scale workflows, enable automation, and improve efficiency across data, reporting, and collateral delivery.
Collaborate across functions with investment product management, marketing, compliance, data policy, technology, and build to produce high-quality content.