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    Institutional Product Support Specialist - Toronto, Canada - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Toronto, Canada

    4 weeks ago

    Default job background
    Full time
    Description

    Description

    Who We Are:

    At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

    Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.

    What You'll Do:

    The Institutional Product Support Specialist will work closely with the (Institutional) Investment Analysts, Marketing, Compliance and RFP Teams, The Specialist is responsible for partnering with the analysts to support the production of client and prospect material, as well as ensuring data is reviewed and accurate. In addition, the Specialist is responsible for coordinating and managing the compliance review process for presentation materials including the submission of all relevant materials in a timely fashion through content production and compliance systems.

    Responsibilities:

  • Update, review and assist production of institutional pool updates, PowerPoint presentations, marketing collateral and thought leadership pieces.
  • Work closely with the investment analysts and marketing teams to ensure we are providing best in class materials for sales and clients.
  • Assist in production and maintenance of pool updates, sales presentations, marketing collateral, client investment reviews decks, and PM adhoc queries.
  • Coordinate and manage the compliance review process for all materials including the submission of all relevant materials in a timely fashion through the content production and compliance system.
  • Ensure compliance of all presentation materials and implement presentation changes as requested by compliance team.
  • Ensure relevant materials and collateral are accurate. Review all materials prior to Workfront submission to ensure relevance and accuracy.

    • What We're Looking For:

  • Strong relationship management skills
  • Strong project management skills
  • Close attention to detail and a high level of accuracy are required.
  • Experience with content production
  • Ability to multitask and manage multiple priorities at any given time
  • Expert PowerPoint skills
  • VBA skills are an asset but not required

    • What You'll Need:

  • 2 Years of experience with Financial Services, with a preference for Investment Products
  • University Degree, or Equivalent Experience
  • IFIC or CSC designation is an asset.
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