About the opportunity

What You Will Do:

The Institutional Product Support Specialist will work closely with the (Institutional) Investment Analysts, Marketing, Compliance and RFP Teams and is responsible for the updating, production, data quality review and maintenance of quarterly investment reports, client investment reviews, prospect decks, PM data support and adhoc queries.

The Specialist is responsible for partnering with the analysts to support the production of client and prospect material, as well as ensuring data is reviewed and accurate. In addition, the Specialist is responsible for coordinating and managing the compliance review process for presentation materials including the submission of all relevant materials in a timely fashion through content production and compliance systems.

Key Responsibilities:

• Update, review and assist production of institutional pool updates, PowerPoint presentations, marketing collateral and thought leadership pieces.
• Work closely with the investment analysts and marketing teams to ensure we are providing best in class materials for sales and clients.
• Assist in production and maintenance of pool updates, sales presentations, marketing collateral, client investment reviews decks, and PM adhoc queries.
• Coordinate and manage the compliance review process for all materials including the submission of all relevant materials in a timely fashion through the content production and compliance system.
• Ensure compliance of all presentation materials and implement presentation changes as requested by compliance team.
• Ensure relevant materials and collateral are accurate. Review all materials prior to Workfront submission to ensure relevance and accuracy.

What We Are Looking For:

• University degree graduate
• 2-3 years of financial services experience, with investment product experience preferred
• Content production experience
• Demonstrated expertise using Microsoft PowerPoint and other production tools
• VBA skills would be an asset but not required
• IFIC or CSC designation would be an asset

The Expertise You Bring:

• Strong relationship management skills
• Strong project management skills
• Close attention to detail and a high level of accuracy
• Ability to multitask and manage multiple priorities at any given time
• Good communication skills, ability to engage with individuals at all levels

About you

About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.56 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $783.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients. We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations. We call this new approach “dynamic working”.Find out more about what we do, our history, our new approach of “dynamic working” and how you could be a part of our future at https://careers.fidelityinternational.com/about-us

Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.