The Role

The Investment Production Analyst builds a deep understanding of Fidelity mutual fund products to provide research, reporting, and the delivery of product collateral. While the position requires expertise in researching and sourcing economic, index, and fund data, the core focus of the work involves the monthly and quarterly delivery of libraries of presentation collateral articulating the investment capabilities of a variety of financial product types and vehicles. Success means having a strong attention to detail, an unwavering dedication to producing quality and accurate work, and an ability to handle opposing priorities. Being a phenomenal teammate with a positive approach is a must! 

• Updating external-facing Fidelity fund product presentations that present fund/index performance, holdings, diversification, characteristics, attribution, market, competitor, and/or peer group data. In addition to quarterly data updates, data policy, compliance, and proofreading revisions must be implemented consistently and universally.
• Building and updating a variety of internal presentations, including materials for quarterly portfolio manager meetings, quarterly market reviews, and mutual fund industry business reviews.
• Compiling, aggregating, and articulating data related to Fidelity Asset Management products, competitor funds and landscape, index positioning, asset class industry positioning, Morningstar and Lipper peer groups, and economic and market conditions.
• Updating monthly, quarterly, and annual reports related to fund positioning, assets, flows, performance, holdings overlap, trade activity, rankings, holdings, and characteristics.
• Providing timely ad hoc support across broad areas of specialization, including data sourcing, PowerPoint graphic support, and business partner collaboration.
• Developing extensive understanding of internal and third-party financial applications with the ability to turn around requests quickly.

The Expertise and Skills You Bring

• Bachelor's degree (requiring a strong communication and research background)
• 3+ years of professional experience
• Investment knowledgeable with an understanding of Equities and/or Fixed Income asset classes
• Experience using various financial tools including but not limited to Bloomberg, Morningstar, Barclays, FactSet, and internal performance and characteristics systems.
• Strong knowledge of Microsoft Excel: utilize formulas, pivot tables, and other tools to manipulate large quantities of data.
• Strong knowledge of Microsoft PowerPoint: graphically articulate data and implement design standards.
• Aptitude to quickly learn new technology and software applications.
• Ability to produce consistent accurate work is a must.
• Excellent verbal, analytical, and written skills.