Portfolio Communications Associate - Fidelity Institutional Marketing

Job Description:

Are you passionate about investment content and data that educates and tells a compelling story around how our investment teams deliver value for our clients? If so, join the Managed Accounts & Model Portfolios Marketing team where our mission is to champion the investment talents and capabilities behind Fidelity s solutions in this rapidly growing and evolving space.

As a Portfolio Communications Associate, you ll work closely with marketing, data, product, and investment teams to develop investment reporting, communications, and content that deliver insights on markets, investment performance, and portfolio trading and positioning. This is a great opportunity for someone who is looking for a collaborative culture, is interested in deepening their investment expertise, and enjoys working across functions to manage projects and produce data, visualizations, and messaging that supports the investment team and strengthens the client experience.

• Bachelor s Degree

• 1-2+ years of experience working in financial services industry, ideally in a marketing, communications, data analyst, data production or project management capacity

• Knowledge of financial services and/or investment products

• Highly organized with strong project management skills, enabling the ability to prioritize multiple projects and handle fast paced timelines

• Strong verbal communication skills and comfort collaborating across all levels, including senior investment professionals

• Excellent writing skills and able to express sophisticated investment concepts through clear, compelling messaging that will resonate with investors

• Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data

• Proficient with PowerPoint; able to translate data into clear, compelling charts and visualizations

• Experience with Workfront, Seismic, and/or Tableau preferred

• Ability to be flexible and adaptive to changing content requirements, workflows, and new technology applications

Our marketing team partners closely with Fidelity Asset Management to develop compelling, impactful, and timely investment content crafted to help institutions, advisors, investors and key internal audiences understand the value Fidelity provides in helping clients meet their financial objectives. Come explore our dynamic team!

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to