Product Support Specialist
Core
Support Investment Analysts and Product Directors by managing fund update materials, performing data quality reviews, and ensuring regulatory compliance for mutual funds.
Role type
Product Support Specialist (Financial Services)
Builds
Fund update materials, management reports, and sales communications for Fidelity's retail funds.
Domain
Financial Services / Investment Management
Deliverable
product features
Required skills
Data analysis, content management, process automation, regulatory review, MS Suite (Excel, PowerPoint), VBA, Python
Preferred skills
Bilingualism (French/English), investment product expertise
Responsibilities
Build and update presentations for Portfolio Managers, perform data quality reviews on fund reports, implement process simplification and automation, coordinate material submission for marketing and compliance, oversee regulatory reviews via data analytics.
Seniority
Mid-level, hands-on IC