Product Support Specialist
Fidelity International has been helping Canadian investors build better financial futures for over 35 years. As a Product Support Specialist, you will work closely with Investment Analysts to enhance communications for Portfolio Managers and ensure the accuracy of investment insights.
Responsibilities
- 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
Skills
- Current work authorization for Canada is required for all openings
- 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 be analyzed, 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
Benefits
- RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
- 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.
Company Overview