Product Disclosure Analyst

Job Description:

The Role

Are you an analytical professional who thrives in a fast-paced collaborative environment If so we invite you to join our dynamic Product Disclosure team and advance your career with us!

Our team plays a vital role in managing and distributing Fidelitys product holdings performance metrics reference data risk analytics and other policy-approved information for public disseminationsupporting both regulatory compliance and marketing initiatives.

The Product Disclosure Analyst primary role is to perform reviews and analysis of data supporting the production of regulatory reports for all Fidelity U.S. 40 Act mutual funds Fidelity Canada portfolios and Fidelity 529 college savings plans. The person will also be involved in the production process for Shareholder Communications reports (Portfolio Manager Q&As Quarterly Fund Reviews Chairmans Message and Investment Approach). You will also contribute to a variety of standard ad-hoc and specialized reporting tasks that support the broader objectives and deliverables of the Product Disclosure team. The analyst will adhere to policy procedures and regulatory guidelines. The Product Disclosure Analyst must be detail oriented and have good communication and organization skills

• Performing accurate and timely reviews of product data in the regulatory and shareholder communications reports. Ensure accuracy and consistency of reported performance figures and accompanying disclosures.
• Assisting in the production cycles for Shareholder Communications documents using internal reporting tools by gathering interpreting and summarizing the data.
• Responsible for other tasks/deliverables encompassing a broad spectrum of performance and attribution reporting as well as analytics related to various Fidelity products.
• Address inquiries from investment teams concerning the performance and attribution calculation results.
• Participate in project testing and validation initiatives as needed.

The Expertise & Skills You Bring

• Bachelors degree in Finance or Business Administration is preferred.
• 3-5 years mutual fund operations or financial service experience is preferred.
• Experience or knowledge of fund securities and holdings information preferred.
• Excellent analytical skills for problem solving.
• Aptitude to balance and prioritize multiple deliverables in a fast-paced environment.
• Quick learner and possess the ability to learn and work with new technology across multiple platforms.
• Ability to work independently with limited direction.
• Thrives working in a team environment.
• Strong organizational skills and attention to detail.
• Ability to communicate effectively with individuals at all levels in and outside of the organization.
• Identify areas of opportunity for efficiencies and work with the team to implement solutions.

Note: Fidelitywill not provide immigration sponsorship forthis position.

The Team

Within Fidelity Fund Investment Operations (FFIO) the Product Disclosure team is part of a broader Performance Attribution and Product Disclosure (PAPD) group. PAPD is dedicated to delivering in-depth performance analysis attribution insights and exposure assessments to support global asset management teams and distribution channels.

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Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days M-F) in a Fidelity office.

Please be advised that Fidelitys 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.