Traffic signal and roadway lighting manager leading Ontario transportation design, operations, and engineering deliverables. Managing projects, technical teams, utility coordination, and regulatory compliance for Arcadis.
About the role
- Prospectus Operations Manager overseeing Fidelity Canada’s mutual fund, ETF, and institutional product filings. Managing offering documents, regulatory processes, contracts, and Legal team coordination.
Responsibilities
- Manage Fidelity Investments Canada ULC’s retail and institutional product distribution processes for new mutual funds, ETFs, renewal and amendment filings, and pooled fund offerings
- Manage product launch and renewal processes, including preparation of offering and amendment documents, board materials, material contract amendments, and coordination with Legal, internal business units, and external providers
- Support lawyers, law clerks and legal translators
- Act as primary liaison between FIC Legal and Retail and Institutional Product teams
- Draft offering documents for private and public investment funds and accounts under lawyer supervision
- Create filing timetables and work-back schedules and ensure timely business-unit inputs
- Review and validate product brief information
- Manage fund facts document changes using an automated system
- Oversee ETF listing applications, ticker reservations and ticker expiry-date maintenance
- Oversee CUSIP processes
- Manage external tax and auditor reviews
- Manage comment-letter processes and coordinate stakeholder responses
- Prepare or assist with board materials, contract updates, designated broker agreements and dealer agreements
- Maintain current offering-document materials between renewal filings
- Run weekly filing update meetings, take minutes, resolve action items and oversee the MS Teams microsite
- Support marketing-material reviews and MRFP reviews
- Manage the corporate-actions rota and liaise with the corporate-actions team
- Arrange execution of fund investment documents through Fund Treasury
- Manage Institutional compliance certificate reviews
- Maintain material and non-material contract filing systems
Requirements
- Current work authorization for Canada is required
- Strong written, verbal and interpersonal communication skills
- Proven track record of strong collaboration and teamwork
- Excellent project management skills
- Commitment to drive quality and process improvements
- Detail oriented
- Skilled in Microsoft Word and Workshare Compare
- At least 3 years of experience working with offering document disclosure for retail/institutional funds and accounts; or project management experience and at least 3 years of legal experience gained at a large financial institution or law firm
- University degree or equivalent work experience
- Canadian Securities Law Course and IFIC Mutual Fund Course are nice to have
Benefits
- Flexible working arrangements - 100% remote, hybrid, and in office options
- Company contributions to group RRSP without a matching requirement
- Comprehensive health benefits from the first day
- 100% employer-paid health benefit premiums
- Up to $6000 annually for mental health services and therapy
- Parental leave top-up to 100% of salary for 25 weeks
- Up to $650 for home office equipment
- Generous time off policy
- 2 paid days annually to volunteer at a charity of your choice
- Diversity and inclusion programs, including Employee Resource Groups
- Professional development opportunities, including access to over 11,000 training and development courses
- Tuition reimbursement
- Monetary rewards for completing a required designation
- RRSP contribution after 6 months of employment, with no employee matching required
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