Associate, Portfolio Communications Marketing
Job Description:
The Role
Are you passionate about product marketing that resonates? If so, join the Portfolio & Advisory Solutions Marketing team where our mission is to champion the investment talents and capabilities behind Fidelity’s rapidly growing managed account solutions.
As a Portfolio Communications Marketing Associate, you’ll work closely with marketing, data, product, and investment teams to develop investment reporting, communications, and content that deliver insights on markets, investment performance, and portfolio trading and positioning. This is a great opportunity for someone who is looking for a collaborative culture, is interested in deepening their investment expertise, and enjoys working across functions to manage projects and produce data, visualizations, and messaging that supports the investment team and strengthens the client experience.
The Expertise and Skills You Bring
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
Excellent writing skills and able to express sophisticated investment concepts through clear, compelling messaging that will resonate with investors
Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data
Proficient with PowerPoint; able to translate data into clear, compelling charts and visualizations
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 develop creative ways to tell the investment story
The Team
Our marketing team partners closely with Fidelity Asset Management to develop compelling, impactful, and timely investment content crafted to help institutions, advisors, investors and key internal audiences understand the value Fidelity provides in helping clients meet their financial objectives. Come explore our dynamic team!
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $60,000-115,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that 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, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.