Job Description
Who We Are
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
What We Do
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.
How You’ll Make An Impact
As the
Product Support Specialist, you will work closely with the Investment Analysts and will be responsible for
- Building, updating, and maintaining presentations for Portfolio Managers, perform data quality reviews and maintain fund updates, which include MRFPs (management reports of fund performance), quarterly fund reviews (QFRs) and updates to the retail sales team.
- Identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes.
- Partnering with Investment Analysts to support the production of fund update pieces for our sales teams, ensuring we are providing best in class materials for sales and clients.
- Support Product Directors on ad hoc queries for product information and data analysis.
- Act as the primary product content manager, coordinating and submitting all relevant 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 and category analysis and Fund Fact data reviews.
- Acting as a liaison with 3rd party data vendors.
What We’re Looking For
- 2-3 years of financial services experience, preferably with investment product experience.
- You have a 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.
- Completion of 4-year university degree or equivalent work experience
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 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
Current work authorization for Canada is required for all openings.
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to be recipients of the following
Awards
- Canada's Top 100 Employers
- Greater Toronto's Top Employers
- Canada's Top Family-Friendly Employers
- Canada's Top Employers for Young People
- Great Place To Work® Certified
- Best Workplaces for Inclusion
- Best Workplaces for Mental Wellness
- Best Workplaces for Today's Youth
- Best Workplaces for Women
- Best Workplaces in Financial Services & Insurance
- Best Workplaces in Ontario
- Best Workplaces with Most Trusted Executive Teams
- LinkedIn Top Companies in Canada
- Human Resource Director (HRD) - Best Place To Work
- HRD - 5-Star Benefit Program
- HRD - 5-Star Diversity & Inclusion Employer
Designations
- Canadian Compassionate Companies – Certified
- Benefits Canada's Workplace Benefits Award - Future of Work Strategy
- TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
- Canadian HR Reporter's Most Innovative HR Team
