Product Support Specialist

Fidelity Canada • Toronto, ON

32d • $79,000 - $101,000 • Hybrid

About The Position

The Product Research team is Fidelity's centralized source for high quality mutual fund analysis and expertise. The team of investment analysts and associates cover all of Fidelity Canada’s retail funds. The team is the key liaison with Fidelity's investment staff around the globe and thus acts as the "voice of the portfolio manager" here in Canada. Research performed on the strategies is packaged into a multitude of materials for Fidelity distribution channels. As the Product Support Specialist, you will work closely with the Investment Analysts and will be responsible for: Building, updating and enhancing presentations and communications for Portfolio Managers and senior leadership, ensuring clarity of narrative and accuracy of investment insights. Performing data quality reviews and maintaining fund updates, including MRFPs (management reports of fund performance), QFRs (quarterly fund reviews), and materials for the sales team - ensuring content messaging aligns with strategy and performance drivers. Identifying and implementing solutions which improve efficiency and effectiveness through process simplification and automation. Partnering with Investment Analysts to support the production of fund update materials - contributing perspective and verifying the consistency of fund narratives. Supporting Product Directors on ad-hoc product information requests and targeted data analysis. Acting as the primary product content manager, coordinating and submitting required material in a timely fashion for marketing and compliance review and approval process. Overseeing regulatory reviews through data analytics for the Product Research Team, including Fund risk, category analysis and Fund Fact data reviews.

Requirements

• University degree or equivalent work experience.
• 1-3 years of financial services experience, preferably with investment product experience.
• Strong interest in developing product expertise and understanding how investment strategies translate into client outcomes.
• Understanding and demonstrating curiosity for investing.
• Proven ability to be analyzed, condense and communicate around large sets of data.
• Excellent organizational skills.
• Excellent communication skills, both verbal and written.
• Ability to work well independently, as well as within a team, in a fast-paced environment.
• Strong proficiency in MS Suite, including Microsoft Excel and PowerPoint.

Nice To Haves

• Bilingualism (French/English), both verbal and written, is an asset.
• Strong knowledge of VBA and Python is an asset.
• Strong relationship management skills.
• Strong project management skills.
• Close attention to detail and a high level of accuracy.
• Ability to multi-task and handle multiple priorities at any given time.
• An innovative and creative attitude.
• Ability to contribute to good working relationships among team members and across different groups.

Responsibilities

• Building, updating and enhancing presentations and communications for Portfolio Managers and senior leadership, ensuring clarity of narrative and accuracy of investment insights.
• Performing data quality reviews and maintaining fund updates, including MRFPs (management reports of fund performance), QFRs (quarterly fund reviews), and materials for the sales team - ensuring content messaging aligns with strategy and performance drivers.
• Identifying and implementing solutions which improve efficiency and effectiveness through process simplification and automation.
• Partnering with Investment Analysts to support the production of fund update materials - contributing perspective and verifying the consistency of fund narratives.
• Supporting Product Directors on ad-hoc product information requests and targeted data analysis.
• Acting as the primary product content manager, coordinating and submitting required material in a timely fashion for marketing and compliance review and approval process.
• Overseeing regulatory reviews through data analytics for the Product Research Team, including Fund risk, category analysis and Fund Fact data reviews.

Benefits

• Flexible working arrangements.
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of your salary for a period of 25 weeks.
• Up to $650 for home office equipment.
• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.
• Diversity and inclusion programs, including an active network of Employee Resource Groups.
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level