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Investment Production Analyst

Company: Fidelity Investments
Location: Merrimack
Posted on: June 25, 2022

Job Description:

Job Description:The RoleDo you want to make a difference in our customers' and internal associates lives and be part of a highly collaborative, cross-functional team committed to supporting core marketing collateral used to attract and retain assets in Fidelity financial products? This is an incredible opportunity to join our Investment Production team as we are looking for an Investment Production Analyst who builds a deep understanding of Fidelity mutual fund products to provide research, reporting, and the delivery of product collateral. While the position requires expertise in researching and sourcing economic, index, and fund data (specifically related to the Fixed Income, Money Market, and/or the High Yield asset classes), the core focus of the work involves the monthly and quarterly delivery of libraries of presentation collateral articulating the investment capabilities of a variety of financial product types and vehicles. Success means having a strong attention to detail, an unwavering dedication to producing quality and accurate work, and an ability to handle opposing priorities. Being a phenomenal teammate with a positive approach is a must! Your responsibilities include:Updating external-facing Fidelity fund product presentations that present fund/index performance, holdings, diversification, characteristics, attribution, market, competitor, and/or peer group data. In addition to quarterly data updates, data policy, compliance, and proofreading revisions must be implemented consistently and universally.Building and updating a variety of internal presentations, including materials for quarterly portfolio manager meetings, quarterly market reviews, and mutual fund industry business reviews.Compiling, aggregating, and articulating data related to Fidelity Asset Management products, competitor funds and landscape, index positioning, asset class industry positioning, Morningstar and Lipper peer groups, and economic and market conditions.Updating monthly, quarterly, and annual reports related to fund positioning, assets, flows, performance, holdings overlap, trade activity, rankings, holdings, and characteristics.Providing timely ad hoc support across broad areas of specialization, including data sourcing, PowerPoint graphic support, and business partner collaboration.Developing extensive understanding of internal and third-party financial applications with the ability to turn around requests quickly.The Expertise and Skills You Bring Bachelor's degree (requiring a strong communication and research background)3+ years of experience in a financial product or financial marketing roleInvestment knowledgeable with an understanding of Fixed Income, Money Market, and/or High-Income productsExperience using various financial tools including but not limited to Bloomberg, Morningstar, Barclays, and internal performance and characteristics systemsAdvanced user of Microsoft Excel; utilize formulas, pivot tables, and other tools to manipulate large quantities of dataStrong Microsoft PowerPoint user able to graphically articulate data and implement design standardsExperience using investment collateral management software (specifically Seismic) is a plus. Prior experience is not required, but one needs the aptitude to quickly learn new technology and software applications.Experience handling libraries of collateral or materials with a focus on maintaining universal standards and consistencyAbility to produce consistent accurate work is a mustExcellent verbal, analytical, and written skillsThe TeamThis dynamic team is part of the Fidelity Institutional (FI) Marketing Operations group, a division of FI Marketing & Communications. We primarily support the analytical and consultative work of the Investment Product Group and Institutional Portfolio Management. These groups describe and develop Fidelity financial products; contribute to a clear, consistent Asset Management story; articulate investment philosophies and styles of fund managers; explain performance attribution; and conduct research and analysis at the macro, sector, and fund levels. The objective of this work is to attract and retain assets in Fidelity financial products.Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.Certifications:Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling"Dynamic Working. "We invite you to Find Your Fidelity at Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, New England , Investment Production Analyst, Professions , Merrimack, Northeast

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