Investment Production Analyst – Asset Management

skillventory - A Leading Talent Research Firm

Investment Production Analyst at Fidelity Investments delivering marketing materials for Fixed Income and Global Asset Allocation strategies. Collaborating across functions to ensure timely and accurate deliverables.

Posted 5/20/2026full-timeMerrimack • New Hampshire, Rhode Island • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Deliver flawless presentations and marketing materials for Fixed Income and Global Asset Allocation strategies
Take responsibility for the full production and on-schedule delivery of presentations
Compile, aggregate, and articulate fund and index performance
Ensure accuracy, quality, and consistency across all marketing materials
Drive continuous process improvement and innovation by finding opportunities to scale workflows

Requirements

What you’ll need

over three years of professional experience in financial services, asset management, or marketing
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

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

financial researchSQLmacro developmentautomationpresentation productiondata aggregationperformance articulationprocess improvementworkflow scalingmarketing material accuracy

Soft Skills

communicationattention to detailorganizational skillsinnovationresponsibility