Product Support Specialist

Fidelity Canada; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading investment firm in Toronto seeks a Product Support Specialist to enhance presentations for Portfolio Managers, perform data quality reviews, and support fund updates. Ideal candidates should have a university degree, 1-3 years of relevant experience, and strong skills in Microsoft Excel. This hybrid role offers competitive compensation and comprehensive health benefits, fostering a supportive workplace culture.

Benefits

Flexible working arrangements

Competitive health benefits

Parental leave top-up

Generous time off policy

Professional development opportunities

Qualifications

• 1-3 years of financial services experience, preferably with investment product experience.
• Strong interest in developing product expertise and understanding investment strategies.
• Proven ability to analyze, condense and communicate around large sets of data.

Responsibilities

• Build, update, and enhance presentations for Portfolio Managers.
• Perform data quality reviews and maintain fund updates.
• Identify solutions to improve efficiency through process simplification.

Skills

Relationship management skills

Project management skills

Analytical skills

Organizational skills

Communication skills

Attention to detail

Bilingualism (French/English)

Education

University degree or equivalent work experience

Tools

Microsoft Excel

Microsoft PowerPoint

VBA

Python

Job description

Job Description

Please note:

• Current work authorization for Canada is required for all openings.
• This is a regular, full-time role.
• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.

Who We Are

At Fidelity, we have 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 are 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 will be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You will have a wide range of opportunities to grow and develop your career in an inclusive environment where you will feel valued and supported to be your best - both personally and professionally.

How You’ll Make an Impact

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.

What We Are Looking For

• 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 analyze, 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.
• Bilingualism (French/English), both verbal and written, is an asset.
• Strong knowledge of VBA and Python is an asset.

The Expertise You Will Bring

• 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.

Some of the ways we will help you feel valued and supported as part of our team:

• 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.

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 [e-mail].

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
  • 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