Prospectus Operations Manager
Core
Manage Fidelity Investments Canada's retail and institutional product distribution process, including new mutual fund/ETF launches, renewals, amendments, and filing deadlines.
Role type
Senior operations manager (financial product offerings)
Builds
Offering documents, filing timetables, board materials, and contract amendments for mutual funds and ETFs
Domain
Financial services / Investment management / Regulatory compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Project management, document drafting, schedule creation, stakeholder liaison, process validation, contract management, meeting facilitation
Preferred skills
Knowledge of Canadian securities law, familiarity with automated filing systems, experience with tax/auditor review coordination
Technologies
Microsoft Word, Workshare Compare
Responsibilities
Draft offering documents for private and public investment funds; Create filing timetables and work-back schedules; Liaise with legal teams, business units, and external providers; Oversee ETF listing and CUSIP processes; Manage comment letter and board material preparation; Support legal reviews of marketing materials and compliance certificates.
Seniority
Senior, hands-on IC