The Expertise and Skills You Bring

• 5+ years of financial services experience
• You have a demonstrated knowledge of, and interest in, investments.
• Progress towards or interest in pursuing the CFA charter encouraged, but not required
• You have an understanding of Fidelity's distribution channels and market trends
• You are a critical thinker and problem solver
• You are comfortable working with and summarizing data with a high level of attention to detail and accuracy
• You are an experienced user of Microsoft Office products (Excel, PowerPoint).
• A working knowledge of third-party investment analytical tools would be helpful (Morningstar Direct, Bloomberg, and eVestment Alliance), but not required.
• You are a highly effective communicator with excellent writing, presentation and interpersonal skills
• You have the ability to successfully work in teams, with an eagerness to take initiative, and are able to navigate a complex environment with multiple stakeholders
• You have demonstrated experience as a contributing member of an impactful team
• You are a self-starter with high energy to help move the business forward

The Team

The Investment Product Group plays a key role in the company, working closely with our asset management and distribution channel colleagues, and the broader organization to deliver a diverse range of investment capabilities to meet the needs of our retail, intermediary and institutional clients. When you join our team, you become part of Fidelity's mission to provide the best customer experience in the financial services industry!

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, the team's hybrid roles require associates to work onsite 50% of the month.

Reminder: Per the Dynamic Working Guidelines, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.

Salary Grade:

6

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.