Investment Production Associate

skillventory - A Leading Talent Research Firm

Investment Production Associate at Fidelity Investments focusing on financial product marketing materials. Responsible for managing production processes and ensuring high-quality deliverables.

Posted 6/4/2026full-timeMerrimack • New Hampshire, Rhode Island • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Creating, managing, and delivering high-quality, client-ready marketing materials
Supporting the complete production process and timely delivery of financial product collateral
Handling a range of recurring and ad hoc assignments such as research, reporting, and data sourcing
Finding opportunities for continuous improvement, improving workflows through scalability, automation, and process optimization

Requirements

What you’ll need

Bachelor's degree
2 years of relevant experience in financial services, asset management, or marketing
Proficiency in Microsoft Office programs (Excel, PowerPoint, and Word)
Curiosity to quickly learn and progress with internal systems and external tools like Morningstar Direct and Seismic
Knowledge of AI tools (e.g., Copilot), macro programming, and process automation is desirable.

Benefits

Comp & perks

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
Professional development opportunities

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

data sourcingreportingprocess optimizationmacro programmingprocess automation

Soft Skills

curiositycontinuous improvement

Certifications

Bachelor's degree