Product Support Specialist

Fidelity Investments; Toronto; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading investment firm seeks a Product Support Specialist to enhance the effectiveness of their Product Research team. In this role, you will support the production of key fund updates and materials, partner with analysts to improve process efficiency, and manage critical content for compliance. Ideal candidates have experience in financial services and strong skills in Excel, with an innovative mindset to drive improvements.

Qualifications

• 2-3 years of financial services experience, preferably with investment product experience.
• Understanding of Microsoft Excel and strong analytical skills.
• Completion of a 4-year university degree or equivalent work experience.

Responsibilities

• Build and maintain presentations for Portfolio Managers and sales teams.
• Identify and implement efficiencies in processes.
• Act as the primary product content manager for marketing and compliance.

Skills

Analytical Skills

Relationship Management

Attention to Detail

Multitasking

Creative Attitude

Education

4-year University Degree or Equivalent Work Experience

Tools

Microsoft Excel

VBA

Python

Microsoft PowerPoint

Job description

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
• 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