Job Description:

The Role

The Investment Production Analyst (Model Portfolios) is a product marketing specialist primarily supporting Fidelity Model Portfolio collateral. The focus of this work involves managing, producing, and delivering a variety (and high volume) of model portfolio marketing collateral on an ongoing basis. In addition, core responsibilities include supporting all aspects of team engagement into the Fidelity Model Portfolios initiative for new Fidelity ('off-the-shelf') and client ('custom') model collateral needs. Success means having a strong attention to detail, an unwavering dedication to producing quality and accurate work, and an ability to handle competing priorities. Being a phenomenal teammate with a positive approach is a must!

• Managing, producing, and ensuring data integrity of Fidelity Model Portfolio product marketing collateral (specifically Allocation Flyers and Performance Commentaries) through all phases of the production cycle (drafting, updating, piece assembly, review, and compliance approval). These materials present model allocations, expense data, performance, risk and yield characteristics, and commentary language. Ongoing legal, compliance, and standards revisions must be implemented consistently and universally in all materials.
• Supporting the development of new collateral standards to meet unique product requirements for both 'off-the-shelf' and 'custom' model portfolios.
• Collaborating with direct teammates, marketing colleagues, and model portfolio product business partners to ensure all reoccurring deliverables are managed and delivered on-time with latest and accurate content and data.

The Expertise and Skills You Bring

• Bachelor's degree (requiring a strong communication and research background)
• 3+ years of professional experience
• Experience managing libraries of collateral with a focus on maintaining universal standards and consistency
• Investment knowledgeable, an understanding of model portfolio products is a plus
• Experience using various financial tools including but not limited to Morningstar Direct
• Strong knowledge of Microsoft Excel: utilize formulas, pivot tables, and other tools to aggregate and organize large data sets
• Strong knowledge of Microsoft PowerPoint: graphically articulate data and implement design standards
• Experience using investment collateral management software (specifically Seismic) is a plus. Prior experience is not required, but possess the aptitude to quickly learn new technology and software applications
• SQL knowledge a plus
• Ability to produce consistent accurate work is a must
• Excellent verbal, analytical, and written skills

The Team

The Investment Production Team is part of the Investment Marketing Services group, a division of FI and Asset Management Marketing. We primarily support the analytical and consultative work of the Asset Management Investment Product Group and Institutional Portfolio Management. These groups describe and develop Fidelity financial products; contribute to a clear, consistent Asset Management story; articulate investment philosophies and styles of fund managers; explain performance attribution; and conduct research and analysis at the macro, sector, and fund levels. The objective of this work is to attract and retain assets across various Fidelity financial products.

The base salary range for this position is $71,000-$112,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

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 Glassdoor Employees' Choice Award, 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-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document, 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 fidelitycareers.com.

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 accommodations@fmr.com.

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