Fidelity Investments

Manager, Institutional Publishing

Fidelity Investments

full-time

Posted on:

Location Type: Hybrid

Location: Smithfield • New Hampshire • Rhode Island • United States

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Tech Stack

Tableau

About the role

  • Responsible for creating compelling, timely presentations for institutional clients and prospects.
  • Partner closely with investment, product, data analysis, and institutional sales and relationship teams.
  • Deliver dynamic presentation materials to help win new business and grow client relationships.
  • Partner with technology teams to automate presentation production and publishing.
  • Collaborate across the institutional and asset management organization on strategically important work.

Requirements

  • Minimum Bachelor’s Degree
  • 3+ years of experience working in financial services industry in a marketing, communications, data analyst, data production or project management capacity
  • Knowledge of financial services and/or investment products
  • Highly organized with strong project management skills, consistently setting and meeting deadlines, prioritizing work, and handling fast paced timelines
  • Strong interpersonal and verbal communication skills, comfort collaborating across a range of levels, and able to use good judgement in engaging business partners
  • Proficient with PowerPoint; able to translate data and technical information into clear, compelling charts, tables and other appealing visualizations and apply our design standards
  • Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data
  • Experience with Workfront, Seismic, and/or Tableau preferred
  • Ability to be flexible and adaptive to changing content requirements, workflows, and new technology applications
  • Imagination and curiosity to explore new ways to scale and automate production processes.
Benefits
  • Fidelity will not provide immigration sponsorship for this position.
  • Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisproject managementpresentation designdata visualizationExcelPowerPointformulaspivot tablesWorkfrontTableau
Soft skills
organizational skillsinterpersonal skillsverbal communicationcollaborationjudgmentflexibilityadaptabilityimaginationcuriositytime management
Certifications
Bachelor’s Degree