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Investment Production Analyst – Asset Management
Fidelity InvestmentsInvestment Production Analyst at Fidelity Investments delivering presentations and marketing materials for financial products. Supporting Fixed Income and Global Asset Allocation strategies with quality and accuracy in a fast-paced environment.
Posted 5/21/2026full-timeMerrimack • New Hampshire, Rhode Island • 🇺🇸 United StatesMid-LevelSeniorWebsite
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Deliver flawless presentations and marketing materials for Fixed Income and Global Asset Allocation strategies.
- Take responsibility for production and on-schedule delivery of financial product presentations.
- Compile, aggregate, and articulate fund and index performance, portfolio holdings, characteristics, attribution, market and economic data, competitor insights, peer group analysis.
- Ensure accuracy, quality, and consistency across all marketing materials.
- Drive continuous process improvement and innovation in workflows, automation, and efficiency.
Requirements
What you’ll need- Bachelor’s degree
- Over three years of professional experience in financial services, asset management, or marketing.
- Strong attention to detail and capacity to deliver high-quality work.
- Proficiency in financial research platforms like Bloomberg, Morningstar, Barclays, FactSet, J.P. Morgan, and/or ICE Data Services.
- Advanced abilities in Microsoft Excel and PowerPoint.
- Familiarity with Seismic and experience in SQL, macro development, and automation are desirable.
Benefits
Comp & perks- Fidelity will not provide immigration sponsorship for this position.
- Competitive marketing support for Fidelity’s financial products.
- Comprehensive marketing materials that reflect commitment to excellence.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial researchSQLmacro developmentautomationpresentation skillsdata analysisportfolio analysismarket analysisperformance attributionprocess improvement
Soft Skills
attention to detailquality assurancecommunicationorganizational skillsinnovationworkflow managementteam collaborationtime managementanalytical thinkingproblem-solving