Product Manager III
Fidelity Investments - Westlake, TX

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The FPCMS Legal Product Group is primarily responsible for creating and updating time-sensitive regulatory documents for Fidelity's U.S mutual funds. The product manager is responsible for preparing and managing the production of the prospectuses and Statements of Additional Information ("SAIs") for Fidelity's mutual funds.

Position Responsibilities
  • Yearly revisions of prospectuses and SAIs for Fidelity mutual funds
  • Resolution of compliance, portfolio management, marketing, and operational issues
  • Coordination with business partners during the revision process, including auditors, legal, and internal reviewers
  • Preparation of supplements to existing prospectuses and SAIs
  • Review of financial reports and shareholder updates and creation of performance pages for financial reports and shareholder updates
  • Creation of prospectuses and SAIs for new funds/classes, unique proxy proposals or production of proxy statements

Qualifications
Education and Experience
  • Bachelor's degree required
  • 0-2 years experience in the mutual fund/financial services industry or other related education and/or experience
Skills and Knowledge
  • Strong analytical skills and attention to detail
  • Strong verbal and written communication skills
  • Ability to work under pressure to meet deadlines (ability to prioritize, demonstrate organization skills and time management skills)
  • Ability to work as a team player
  • Ability to embrace and adapt to an ever-changing regulatory environment
  • Proficiency in computer skills including Microsoft Office applications
  • Knowledge of mutual fund regulations, including the Investment Company Act of 1940 and the Securities Act of 1933
  • Commitment to high-quality work

About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit http://www.fidelity.com/ .

Job : Operations
Primary Location : TX-Westlake

Schedule : Full-time
Job Level : Entry Level
Education Level : Bachelor's Degree (±16 years)
Job Type : Standard
Shift : Day Job
Overtime Status : Non-exempt
Travel : No

Fidelity Investments - 22 months ago - save job - copy to clipboard
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Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...