FP&A Manager supporting financial performance analysis, forecasting, and reporting for CQG acquisition at Broadridge. Collaborating with senior leadership and operational teams in a dynamic environment.
About the role
- Investment Production Analyst managing financial marketing collateral for Fidelity’s Wealth Advisory products. Focused on compliance, accuracy, and collaboration across teams in a fast-paced environment.
Responsibilities
- serves as a product marketing specialist
- responsible for the ongoing and timely delivery of financial product marketing collateral
- supporting Fidelity’s Wealth Advisory Managed Solutions organization products
- managing and delivering a variety of product collateral needs
- ensuring all collateral remains current and compliant
- acting as a production specialist with proficiency in managing and updating marketing collateral
- managing and maintaining marketing collateral data
- leveraging expertise in both internal systems and third-party financial platforms
- partnering cross-functionally with Marketing, Compliance, Product, and other internal stakeholders
Requirements
- Bachelor’s degree with a strong foundation in communication and research
- 3+ years of professional experience in marketing or financial services
- Proven ability to manage and maintain collateral libraries with a focus on consistency and brand standards
- Highly detail-oriented with a track record of producing accurate, high-quality work
- Solid understanding of investment products and financial markets
- Proficient in financial tools such as Morningstar Direct, FactSet, Lipper, and/or Bloomberg
- Advanced Microsoft Excel skills (formulas, pivot tables, data organization)
- Strong PowerPoint skills for visualizing data and applying design standards
- Familiarity with Seismic a plus
- Excellent verbal, written, and analytical communication skills
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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