Fidelity International offers investment solutions and retirement expertise to institutions and individuals, helping clients to build their investment plans, portfolios, and savings.
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INR 25.0 - 40.0 Lacs P.A.
Hybrid
Full Time
Job DescriptionTitle: Senior Manager - Investment Compliance MonitoringDepartment: General Counsel Shared ServicesLocation: Gurgaon, IndiaReports To: Head of GC Shared servicesCompensation: Grade 6 We are proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our General Counsel (GC) Shared Services team and feel like you are part of something bigger.About your team:General Counsel (GC) is a trusted advisor to all parts of Fidelity International Limited (“FIL”), providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management. GC Shared Services function is a global centre of expertise currently in Dalian and India, providing operational support and services to the General Counsel function.Global Investment Compliance:The Global Investment Compliance (GIC) function provides advice, support, oversight and challenge to teams across Fidelity’s Investment Solutions and Services (ISS) business. Stakeholders include portfolio managers, research analysts, trading desks, corporate finance, institutional teams and their respective support groups.About your role:Fiduciary duty to our clients and contributing to market integrity are responsibilities we take seriously, and it inspires us to do the right thing. As such, Fidelity is seeking a highly motivated individual who will play a pivotal role in supporting our global Investment Compliance Monitoring & Surveillance program. You will be responsible for ensuring the delivery of a comprehensive and effective surveillance programme in collaboration with colleagues and stakeholders across the organisation, in addition to the implementation and ongoing performance of desktop and thematic reviews based on business risk assessment and our risk appetite related to Fidelity’s investment management activities. Your analytical skills and dedication will contribute to the integrity and success of a comprehensive oversight and assurance programme.Key Responsibilities:Provide oversight and guidance to members of the Investment Compliance Surveillance and Monitoring teams.Aid in the development and maintenance of the annual monitoring plan by reviewing global regulatory risk assessments and engaging with key stakeholders for review prioritisation.Conduct reviews of research-related products and deliverables to ensure compliance with internal guidelines and external regulations.Lead the development of dashboards, management reports, and papers for governance committees.Lead the implementation of the delivery roadmap for new surveillance systems and establish/expand existing market abuse controls.Handle investigations and escalations related to reviews performed by compliance team members on market abuse monitoring tools and employee communications on platforms such as email, Bloomberg, Zoom, Voice, or Teams. Assist in creation/update of policies & procedures, keeping abreast of regulatory changes and their impact.Ensure market abuse and communications monitoring tools are appropriately calibrated.Maintain day-to-day relationships with vendors of compliance monitoring tools.Ensure governance processes are implemented and followed for all supported activities, including SLAs, SOWs, timeliness, daily checklists, and monthly metrics reporting.Build and retain a high-performing team, including acquiring the right talent, providing training, career development, performance management, and succession planning.About you:The ideal candidate will have:Preferably 10+ years of experience in a Compliance or assurance-type role within the financial services industry.Firm understanding of concepts and practices relating to monitoring and surveillance.Strong analytical skills and experience performing thematic reviews or audits would be beneficial.Excellent written and verbal communication skills.Proven ability to coordinate and work with teammates and stakeholders across multiple locations.Strong organizational skills, capacity to work under pressure & remain motivated while completing routine tasks.Feel rewardedFor starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
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INR 4.0 - 8.0 Lacs P.A.
Hybrid
Full Time
Job DescriptionTitle French Compliance Administrator - GCSS OperationsDepartment General Counsel Shared ServicesLocation IndiaReports To Assistant Manager, GCSS OperationsLevel Grade 2We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our General Counsel Shared Services team and feel like you're part of something bigger.About your teamGeneral Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management. General Counsel Shared services (GCSS) function is a global centre of expertise currently being built out in Dalian and India. It provides operational support and services to the General Counsel function.About your role The successful candidate will be responsible for supporting compliance oversight of FIL Gestion activities providing proactive support to French Compliance team & support to the areas outlined below. He/she will be familiar with all local regulations for funds and ensure they are followed.About youWork with local business partners to facilitate on-going compliance of their systems/procedures/processes with relevant statutory, contractual and internal regulations, and provide general compliance support.Compiling compliance reports for the entities in France. This will include the creation of written monthly and quarterly reports for the firms senior management. It will also include liaising with internal departments to ensure that their regulatory provisions have been undertaken and escalate issues of concern to line management.Assist compliance team with carrying out regulatory reporting on AML, Due diligence and Risk to the French regulator - AMF.Collate and draft presentation material for the FIL France monthly and quarterly meetings.Track new employee and compliance-related mandatory trainings.Update fund information on regulatory portals.Update and maintain policies in French, ensure efficiency of procedures by updating them, if necessary to keep up to date with regulatory developmentsManually handling and reconciling duplicate reporting of personal transactions undertaken by FIL employeesAssist the RCCI in FranceCarry out administrative tasks (log training, reporting, breaches, pay invoices)Help in the preparation of local committees (compliance and risk)Support the RCCI in providing technical training to the business on regulations and regulatory developments.Maintain Compliance Monitoring Calendar; conduct reviews; document findings conclusions and provide recommendations and ensure the follow-up. Ensure the record keeping is done through B-wise tool.Experience and Qualifications RequiredExperience of 2-3 years in a legal or compliance environmentPro-active team player with the ability to work independently.Knowledge in asset management industry is required.Knowledge in French regulations (Rglement Gnral AMF).Fluency in French (Level C2) and English both written and oral and able to communicate at more senior levels.Strong organisational skills, with the ability to prioritise, multi-task and meet deadlines while working in a high-pressure environment.Fluency in English and French (speaking and writing), any further language would be an asset.Feel rewardedFor starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
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INR 11.0 - 16.0 Lacs P.A.
Work from Office
Full Time
Application Deadline: 01 April 2025 Job Description Title Senior Manager/Manager - Model Risk Department Model Risk, which is part of larger Enterprise Risk team Location Gurgaon Office / Bangalore Office Reports To Associate Director - Model Risk Level Level 6 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Model Risk team and feel like you re part of something bigger. About your team Global Risk: The risk team in Fidelity covers the management oversight of Fidelity s risk profile including key risk frameworks, policies and procedures and oversight and challenge processes. The team partner with the businesses to ensure Fidelity manages its risk profile within defined risk appetite. The team is circa 120-strong, and growing, covering all facets of risk management including investment, operational, enterprise, and technology risk. Enterprise Risk Management (ERM): The ERM function is lead by the Head of Enterprise Risk and the primary purpose of ERM is to ensure that the business is managing risk within its agreed risk appetite, and in accordance with the associated ERM Framework. The ERM function is also responsible for capital management, 2nd line oversight of strategic and financial risks, risk regulatory reporting, risk appetite, risk culture and the ERM framework. It also acts as the oversight function for model risk and EUC Risk. The team is currently 35+ strong and is being invested in further to strengthen the function.The Model Risk team size is 12. About your role A senior model validation professional for conducting validation of investment management models and other financial models with a primary focus on AI and ML models, including advanced language models like GPT and broader Generative AI (GAI) systems. This role requires a deep understanding of AI and ML models, their underlying mathematics, and the technology used for implementation. The ideal candidate will have a strong grasp of current trends in AI and ML model usage, especially within the investment management space. Additionally, the role involves staying informed about responsible AI and ML usage and evolving regulatory expectations in different geographies. The Model Risk Manager will tackle challenges related to complex and extensive AI and ML models and innovate solutions to conduct effective model risk assessment and lead validation of AI/ML models, including client facing LLMs/chatbots and GAI used for investment research, advice and recommendations to clients. In addition, Model Risk Manager will provide qualitative SME analysis of asset management and pricing models used for asset allocation, pricing and/or risk calculations. As Senior Model Validation Quant, this role focuses on engaging with business, i.e. model owner and developers in a model validation exercise, conducting in-depth validation analyses, identifying potential issues and communicate effectively to relevant stakeholders. Facilitate knowledge sharing and effective risk management to benefit the team and the wider business. while maintaining strict adherence to FILs Model Risk Policy and procedures. Key Responsibilities To develop a strong understanding of FILs Model Risk Policy and procedures and support education efforts with internal and external stakeholders Independently lead model validation exercises, applying rigorous analysis to assess model accuracy, robustness, and compliance with FILs Model Risk Policy or other relevant regulations. Identify potential issues and discrepancies and engage in open discussions with stakeholders to reach consensus on appropriate remediation actions. Translate complex technical findings into clear and actionable recommendations for both technical and non-technical stakeholders. Act as a subject matter expert, providing guidance and insights to model owners and developers, ensuring compliance with FILs Policy and procedures. Stay abreast of current trends in AI and ML model usage and controls, especially within asset management, and apply this knowledge to model validation processes. Stay informed about evolving regulatory requirements related to AI and ML model usage in various geographies and ensure compliance in model validation. Identify and address challenges associated with large and complex AI and ML models and develop innovative solutions for effective model risk control. Implement validation frameworks for emerging technologies like Retrieval Augmented Generation (RAG) and agent-based systems. Foster a collaborative environment within the Model Risk Team, promoting knowledge sharing and teamwork. Mentor and guide junior team members in their professional development. About you Experience and Qualifications Required Solid understanding of all model types (investment, pricing, risk capital) with strong SME expertise in AI and ML models, including natural language processing (NLP), deep learning, and advanced language models. 5-10 years of experience in quantitative modelling and model validation and risk related roles within the financial industry - investment banking or asset management is preferable. Advanced degree (Ph.D. or Masters) in a quantitative field such as Mathematics, Statistics, Computer Science, or a related discipline preferred. Proficiency in programming languages commonly used in AI and ML, such as Python, TensorFlow, or PyTorch. Strong MS Excel expertise with VBA. Ability to demonstrate project delivery across model validation, model documentation will be highly advantageous. Hands-on mentality Excellent analytical, problem-solving and written skills. Strong people management skills and experience Excellent at providing innovative ideas and comfortable working under pressure Dedicated to maintaining high quality standards and client satisfaction Hands on experience building, enhancing and running model validation processes is essential. Feel rewarded
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INR 5.0 - 10.0 Lacs P.A.
Work from Office
Full Time
About the Opportunity Job Type: Fixed Term Contractor Contract duration : 8 months. Application Deadline: 31 March 2025 Title Fund Accounting Manager Department Fund Accounting Location Bangalore Reports To Senior Manager Level Grade 5 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our team and feel like you re part of something bigger. About your team The Fund accounting team sits within the Fund Accounting department. Our purpose is to provide Shared services supporting the Global FA locations. About your role This role will be part of the Fund Accounting Team. The team is responsible for supporting the Global Fund Accounting teams to produce Net asset values, regulatory reports, tax data and distributions and to perform daily processes and controls to ensure the funds core accounting records are accurate and meet regulatory and accounting standards. Your key accountabilities Day to day management of a team of fund accountants Recruitment, training, development, coaching and motivation. All fund accounting controls are completed and accounting records are accurate and up-to-date, Ensure daily accounting data is input into the books and records of the funds accurately Production of key deliverables to SLA s. Review of productivity and efficiency of the team with focus on controls, procedures and risk mitigation, Management of relationships with key internal and external stakeholders, Production of management information for key stakeholders, Implementation and maintenance of an effective control framework to ensure the integrity of the books and records of all products Create an environment of continuous improvement within the team About you The role would suit you if you enjoy working as part of a team in a fast- paced environment. Successful applicants will be able asked to demonstrate the following; Excellent attention to detail and ability to identify issues of potential risk. Strong analytical and investigations skills with an enquiring mind. Able to communicate effectively with colleagues and internal customers. Strong organisation and planning skills. Accurate and numerate. Ability to work under pressure and to tight deadlines. Feel rewarded
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INR 20.0 - 32.5 Lacs P.A.
Hybrid
Full Time
Job DescriptionTitle Manager - GC Systems Functional AdminDepartment General Counsel Shared ServicesLocation IndiaReports To Director, GCSS Reporting & SystemsLevel Grade 5Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our General Counsel Shared Services team and feel like youre part of something bigger.About your teamGeneral Counsel (GC) is a trusted advisor to all parts of Fidelity International Limited (“FIL”), providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management. GC Shared Services function (GCSS) is a global centre of expertise currently in Dalian and India, providing operational support and services to the General Counsel function. GCSS Functional administration team (FA team) provides first line business support & manage the functional administration activities for various GC owned systems.About your role Join the GCSS Functional Admin team, where you will manage, govern and support various AI and GenAI systems used within the General Counsel function. Currently, our GenAI systems include both internal and external technology applications which are geared-up to provide productivity and efficiency gains to GC users who are from Legal, Risk, Compliance functions.The role includes promoting the GenAI usage and tracking the benefits while also supporting the users through prompt engineering skills and perform functional administration tasks from the admin user interfaces. Your core responsibilities includeManage user licenses and track the usage of GenAI systems.Provide/arrange for user trainingsPromote, encourage and support the AI adoption amongst GC usersHelp users in enhancing their prompts for better accuracy and desired outcomePerform functional admin activities for AI systems and support the user issuesWork with vendor and technology to drive the resolution of user queriesGather quantifiable benefits and qualitative feedback from usersDevelop the GC AI Value Scorecard and publish it periodicallyYou will work closely with various stakeholders, including the GC AI enablement and Enterprise AI teams.Skillsets requiredAbout 10 years of experience in collaborating with technology teams and involved in software development lifecycle (SDLC) with following skillsets:Strong communication and stakeholder management skills.Prompt engineering skills (must be willing to undertake the prompt expert test)Project management and business analysis skills and experience are preferred.Basic understanding of AI and Generative AI. Passionate about AI with a keen interest in staying UpToDateMust be a team player, self-motivated, adaptable to perform in uncertain situations.Feel rewardedFor starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
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INR 4.0 - 8.0 Lacs P.A.
Hybrid
Full Time
Job DescriptionTitle FTC Analyst- Group Conduct - Intelligence and OperationsDepartment General CounselLocation IndiaReports To ManagerLevel Grade 2Contract duration 7 monthsWe're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our General Counsel Shared services team and feel like youre part of something bigger.General CounselGeneral Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship ManagementAbout your teamThe role supports the Group Conduct Intelligence and Operations team in India and Dalian reports into the Manager in India. The Group Conduct Intelligence and Operations team is a part of General counsel shared services and is currently responsible for monitoring employee compliance with Fidelitys Group Personal Conflicts, Trading and Price Sensitive Information Policies (the Policies”). It is also responsible for reporting breaches of these Policies as well as breaches of the Group’s Code of Conduct to senior management and Fidelity’s Boards.About your role The Group Conduct - Intelligence & Operations Analyst will work closely with the Global Group Code of Conduct and Ethics teams to ensure all monitoring and reporting activities are carried out effectively.Prepare various reporting for Intelligence and Operations team like board report, senior management reportingDevelop and regularly provide reports containing statistics from the personal trade monitoring systemRegular production of reports/ dashboards on a periodic basis with focus on quality and consistency of dataRegularly conduct monitoring of employee classification to ensure employees are classified according to the guidance issued. Where misclassification identified, liaise with HR and other relevant persons. Answer questions related to classification changes Work with the different teams to streamline/ continuously improve existing process Support the Intelligence and Operations team in India and Dalian with reviewing and addressing employee violations of the Personal Conflicts, Trading and Price Sensitive Information Policy. This entails seeking employee explanations for breaches identified, assisting with performing manual testing,Support Intelligence & Operations team members with reaching out to employees in situations where duplicate reporting does not appear to be set up by employees.Perform review the personal account dealing violation letters as per the code enforcement guidelines.Provide information for DDQ (due diligence questioners) to regional compliance offices.Support team members with other intelligence or monitoring activities carried out by the team and provide back-up coverage when needed.Assist with providing information to Internal Audit or Compliance Monitoring when requested.Develop and maintain procedures for the various activities conducted by this role.Monitor the team’s mailbox for any correspondence related to the activities carried out by the team and respond to all relevant correspondence.Assist in tracking and coordination of key operational processes like RCSAAbout youExperience, Qualifications and Skills RequiredQualifications & ExperienceAt least 3-5 years overall experience preferably in Financial Service. Exposure to compliance and risk management is preferableUniversity (Bachelor) Degree preferably in Business, Finance, or a similar disciplineMBA or equivalent qualification (preferred, but not mandatory)Knowledge of compliance tools (Preferable - Star Compliance, Actimize, My compliance office)Knowledge of the various types of publicly traded securities would be an advantageExperience based domain knowledge of General Counsel functions (Risk/ Compliance) would be an advantageEssential SkillsExcellent understanding of financial instruments.Proven experience in timely and accurate delivery of senior management reportsExcellent written and verbal communication skills including superior report writingHigh degree of proficiency in MS excel (strong knowledge of pivot tables, data sorting, filters, etc). Ability to develop macros, will be of advantageGood degree of proficiency in MS Power Point including ability to develop clear, concise & compelling story lines for senior managementAnalytical approach and problem-solving skills - ability to analyse data (qualitative & quantitative) and generate improvement hypothesesAbility to work with stakeholders at all levelsAbility to multi-task and priorities workload with a strong attention to detail.Self-motivated with an eagerness to learn and a positive work ethicCollaborative operating style with a focus on working together with others to achieve great outcomes for the businessUtmost level of professional conduct and ability to exercise discretion/maintain confidentiality.Experience of the asset management industry would be an advantageFlexible and adaptable, responds rapidly to changing agendasAbility to use good judgement in the use of confidential informationClear open communication with a willingness to learn & listenFeel rewardedFor starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
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INR 22.5 - 30.0 Lacs P.A.
Hybrid
Full Time
Key ResponsibilitiesResponding to Requests for Proposals, Requests for Information, due diligence questionnaires, consultant (non-database) requests and surveys, for Fidelitys UK and EMEA business channels, by:Collaboratively working with colleagues including team members in the RFP team • Developing a strong knowledge of the key institutional products and mandates• Proactively organising workload to meet client and internal deadlines.• Confidently liaising with the investment product teams and sales relationship teams to determine the requirements, allocate responsibilities and project manage the entire RFP completion process• Crafting a high quality document using the RFP database to source standard answers, working on new responses from product specialists and subject experts and tailoring all the parts to the particular proposal requirements• Working within compliance guidelines to ensure compliance with regulatory and GIPS requirementsExperience and Qualifications RequiredMinimum 3-5 years RFP experience within an asset management company• Understanding of open and closed-end funds and strategies• Exceptional attention to detail• Undergraduate degree• IMC/CFA or similar• Advanced Word and Excel and Powerpoint skills• Fast thinking, excellent communication skills• Ability to work under pressure
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INR 7.0 - 11.0 Lacs P.A.
Hybrid
Full Time
Key ResponsibilitiesManage execution of email campaigns end-to-end, creative assets, and deployment via our Marketing Automation platform, Marketo, across all channels/departments • Perform campaign-specific quality assurance testing to validate functional and rendering performance• Working with Email team to plan the campaign projects and timescales• Execute on A/B and multivariate tests to increase engagement across marketing channels• Generate reports and monitor performance in order to provide recommendations to senior staff• Deliver continuous improvements to the email systems to improve campaign efficacy• Brainstorming new ideas for fresh creative campaigns or making adjustments to test with ongoing campaigns• Stay current with best practices, strategies, and industry standards related to emailExperience and Qualifications RequiredProven track-record of working on email marketing campaigns in a production capacity with knowledge of HTML and CSS, Photoshop skills and experience of working with a platform such as Marketo.• Marketo experience an advantage but not essential• Ability to prioritise and co-ordinate multiple campaigns whilst continuing to deliver on time and with attention to detail• Strong knowledge of email best practices, methodologies, techniques, tools and passionate about delivering a high quality product• Comfortable managing and optimising email design and build process• Excellent English editing skills• Proactive work-ethicOne last point if it goes without saying, it should not be included. This means things like good communication skills and ‘basic computer competency’.
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INR 4.0 - 6.0 Lacs P.A.
Hybrid
Full Time
About your role The GPS Platform transformation team is responsible for delivering strategic change projects for business. This includes defining product roadmap, testing the product, coordinating launch readiness, new process design and stakeholder communication of change initiatives impacting the GPS frontline and back office teams. The objective of this role is to provide the best possible service to our customers by taking ownership of various initiatives and project tasks for the department by virtue of having in-depth knowledge of all related aspects of the process within the business area, an individual in this role would be able to define and support customer centric solutions as well as meet all expected and defined deadlines.Some key responsibilities include:Assist with discovery and definition phases of large strategic change projects.Play the role of Operations Change lead supporting on GPS change prioritiesIndividual is expected to assist with analysis, E2E testing and input into Business readiness and owning delivery of operational readiness activitiesProvide representation on Agile Scrum CeremoniesAbout youGood understanding of products and the various WI operational and customer JourneyMinimum 3 years of overall experiencePreference will be given to candidates with experience in working on change agendaKnowledge of UK/Europe financial services industryComfortable to work in a heavily matrixed environmentDemonstrable knowledge and understanding of customer needs.Strong focus on delivery with excellent communication, presentation and writing skillsExperience in working with data from several different sources simultaneously.Happy to use initiative and make suggestions to improve current processes.Good overall knowledge and willingness to learn and become proficient in numerous applications used within FILPlease note that the role is a short-term contract role for 9 months.
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INR 1.0 - 4.0 Lacs P.A.
Hybrid
Full Time
Key Responsibilities The key activities involved, amongst others, consist of the below: Responsibility of General Ledger and monthly accounting • Month end scrutiny of ledgers, booking journals / reclassification entries and updation of balance sheet reconciliations • Provide support in ongoing regulatory and internal audit requirements • Engage actively in risk management and internal controls activities • Participate in continuous improvement initiatives within the team to drive efficiency• Support in automation projects, perform testing and liaisoning with various Functional /Technology teams for the project requirements• Basic knowledge of direct and indirect tax areas would be required• Awareness of evolving accounting, regulatory and tax regulations / standardsExperience and Qualifications RequiredCA/CA Inter/Post-Graduate with 2-3 years of industry/audit experience in accounting and taxation• Sound accounting knowledge, detail oriented and good with numbers• Good communication (oral and verbal) and presentation skills• Good knowledge of MS office and sound excel skills• Working Knowledge of Oracle ERP and Smartview• Ability to manage tight deadlines and work under pressure at times• Attitude to Learn and good knowledge of Indian accounting standards• Team player with automation mindset• Knowledge of other Oracle tools and automation tools, e.g. Power BI, Power Automate would be an added advantage
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INR 12.0 - 20.0 Lacs P.A.
Hybrid
Full Time
Key Requirement: Experience in Fixed Income About your role The job involves providing comprehensive research support to FILs Europe/US/Asia/Global credit analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of global credit markets from the perspective of credit analysis and the broader fundamental research process.Key ResponsibilitiesProvide all-round research support to FIL credit analysts on the assigned sector, including on initiations and ongoing coverageBuild detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key spread drivers, devils advocate analysis, etc.Provide need-based analysis on unassigned credits, including screens to monitor & flag potential investment ideasProvide quality data and analysis on ESGBe a strong subject matter expertKeep abreast of trends and developments in the assigned sub sector across geographiesBuild and maintain strong relationships with FIL analysts and within the teamMake regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required3 to 6 years work experience in Investment ResearchGood understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global markets is preferredAnalytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard workDatabase skills - Bloomberg, MSCI and Cognitive Credit.Excellent relationship management and strong communication and presentation skills
Not specified
INR 5.0 - 8.0 Lacs P.A.
Work from Office
Full Time
About your teamThe team is part of the wider FIL Technology team and is primarily responsible for supporting the UK Business covering Personal Investing, Funds Network, Retail and Defined Contribution channels and the European distribution channels.The department is responsible for defining, delivering and supporting all IT hardware and software needs of the businesses that are supported. The technology teams are primarily located in Gurgaon, Bangalore and UK.About your role STORM (Support Team for Online Retail & Middle-Tier) is responsible for the maintenance, restoration of service, and risk management, of a discrete portfolio of key applications which underpin Fidelitys major business operations. The main responsibility of this team is to ensure Fidelitys Retail platform is functioning correctly, available and providing excellent performance. The team is also responsible for handling critical business impacting issues affecting the platform looking to not only fix issues but ensure long term resolutions are found.The key functions of this group include:Rapid response to address high Impact (Impact 1 and 2) incidents. This will be achieved through internal skill sets and drawing in skills from other groups within FIL.Service restoration subsequent to unanticipated outages disruptions.Driving root cause detection and resolution and ensuring these are advised back to all delivery groups.Advising Release Management of the best way to release new functions onto the production platform.Proactively manage the applications through understanding current risks (functional, operational and capacity) and ensuring they are flagged appropriately.Identification of and driving application related service quality improvement.Reviewing proposed technical solutions for new projects to ensure that are fit for purpose.Applications within the portfolio include:Global Digital WealthEnd InvestorAdvisor WorkstationDESecureMultiple Presentation & Middle-tier servicesThe successful candidate will play a proactive role in the support of one or more of the above applications systems.The role requires not only technical skill sets that facilitate high caliber service provision to the business areas supported but also an awareness of other systems infrastructure and business processes dependent upon related to the applications in question. They will also foster close working relationships within the team and liaise with each team member to analyse and investigate production impacting issues.About youIdeal candidate should have 2-5 years experience working as a support engineer:Willing to work in Support (Along with UK Shifts & 24X7 On-call On rotation)Experience in Node.js for backend and React.Js for frontend (hands-on) - MERN stackWorking knowledge of Python, Django, CMS development or support experienceKnowledge of AWSExperience in software delivery in agile methodologies.Experience of DevOps toolchain such as Terraform, Ansible, Jenkins and BambooTest Driven Development with CI/CD pipelinesStrong communication skills & a customer centric focus.Experience with containers technologies will be advantageousHands-on technical development for tactical fix & automationsGood analytical, problem-solving and documentation skills.Calm approach when under pressureSolid people networking and collaboration skillsSelf-motivated, self-starter, team-playerExcellent communication
Not specified
INR 6.0 - 8.0 Lacs P.A.
Work from Office
Full Time
About your teamThe team is part of the wider FIL Technology team and is primarily responsible for supporting the UK Business covering Personal Investing, Funds Network, Retail and Workplace Investing channels.The department is responsible for defining, delivering and supporting all IT hardware and software needs of the businesses that are supported. The technology teams are primarily located in Gurgaon, Bangalore and Kingswood. A key focus for the department is the delivery of the technology elements of the UK Business Transformation programme.About your role The Workplace Investing business comprises of Fidelitys institutional business units in the UK and other parts of Europe and is a strategic area targeted for growth over the coming years. Technology has been acting as the key enablers for the business in achieving their goals. This role is for a highly motivated technical resource to work within the Workplace Investing team. He/She will need to work on multiple technologies and will be responsible for the technical analysis and support of applications on cloud and on prem as per the requirementsAbout youKey ResponsibilitiesMaintaining and improving performance and availability of all Fidelitys web applications and platform.Leading high impact incident investigation and recovery in collaboration with various technology teams. Providing technical assistance in guiding the team for incident resolution.Leading continuous improvement of applications in collaboration with technology teamsLeading the production readiness of new programs by engaging with Business and Technology teams.Ensuring non-functional requirements are covered as part of project lifecycleRegular review of changes impacting WI business and aligning required supportLeading Problem management for Incident resolutionUndertake support and maintenance activities to proactively identify and prevent potential issues within the specified portfolio of applications developing into high severity incidents.Liaison with other technology and operations team (e.g. Delivery, Unix, DBA, Network etc)Engagement in Disaster Recovery and BCP plans processes.Proactively manage the applications through understanding current risks (functional, operational and capacity) and ensuring they are flagged appropriatelyExperience and Qualifications RequiredWilling to work in Support (Along with UK Shifts & 24X7 On-call On rotation)3 - 6 years of Java/J2EE (development or support experience)Spring other IOC containers, RESTful Services, Spring BootKnowledge of Cloud Based architecture PaaS, Pivotal Cloud Foundry (PCF), Amazon WebService (AWS)Working Knowledge of React.js, NodeJS, Backbone.js or Marionette.jsHands on experience of RDBMS, Oracle Sybase and SQLHands-on technical development for tactical fix & automationsExperience of best practices and development methodologies especially AgileWorking experience with Github and CI/CD tools
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INR 6.0 - 8.0 Lacs P.A.
Work from Office
Full Time
Department: Technology - GPS Production ServicesLevel : Application Support - 3About your teamThe team is part of the wider FIL Technology team and is primarily responsible for supporting the UK Business covering Personal Investing, Funds Network, Retail and Defined Contribution channels and the European distribution channels.The department is responsible for defining, delivering and supporting all IT hardware and software needs of the businesses that are supported. The technology teams are primarily located in Gurgaon, Bangalore and Kingswood. A key focus for the department is the delivery of the technology elements of the UK Business Transformation programme.About your roleThe role is responsible for supporting key Enterprise applications and data marts with a centric database for record keeping system which maintains Customer, Account and holding information .We use Informatica and Big Data modules for near real time data transfer which will be utilised to reflect information online & reporting to plenty business via warehouse route.The key functions of this group include:Rapid response to address high Impact (Impact 1 and 2) incidents. This will be achieved through internal skill sets and drawing in skills from other groups within FIL.Service restoration subsequent to unanticipated outages disruptions.Driving root cause detection and resolution and ensuring these are advised back to all delivery groups.Advising Release Management of the best way to release new functions onto the production platform.Proactively manage the applications through understanding current risks (functional, operational and capacity) and ensuring they are flagged appropriately.Identification of and driving application related service quality improvement.Reviewing proposed technical solutions for new projects to ensure that are fit for purpose.The successful candidate will play a proactive role in the support of one or more of the above applications systems.The role requires not only technical skill sets that facilitate high caliber service provision to the business areas supported but also an awareness of other systems infrastructure and business processes dependent upon related to the applications in question. They will also foster close working relationships within the team and liaise with each team member to analyse and investigate production impacting issues. The team is involved in providing 24x7 support as part of a team rota and some weekend working as well.About youAround 4-6 years of technical experience in Software IT industry in Development and Support functions. Minimum 1 2 years of support experience in Production Support rolesProviding first line of technical support for business critical applications (Principal technologies applications used include Oracle, Informatica, Control-M and Unix)Willing to work in Support (Along with UK Shifts & 24X7 On-call On rotation)Develop and maintain PL/SQL programs between the inbound systems and files into the warehouse data model applying business rules as specified in the requirements.Work with the support team alongside data analysts, business analysts, database administrators and business project teams in enhancing and supporting the production servicesMaintain the Meta Data Repository both within the vendor product and the ETL tool setHelp maintain Informatica mapping and Control-M schedulesStrong communication skills & a customer centric focus.Experience with containers technologies will be advantageousHands-on technical development for tactical fix & automationsGood analytical, problem-solving and documentation skills.Calm approach when under pressureSolid people networking and collaboration skillsSelf-motivated, self-starter, team-playerExcellent communication.
Not specified
INR 3.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Job DescriptionTitle Senior Analyst ProgrammerDepartment Workplace Investing Support GPSLocation BangaloreLevel Application Support - 3Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Workplace Investing Support/ GPS team and feel like youre part of something bigger.About your teamThe team is part of the wider FIL Technology team and is primarily responsible for supporting the UK Business covering Personal Investing, Funds Network, Retail and Workplace Investing channels.The department is responsible for defining, delivering and supporting all IT hardware and software needs of the businesses that are supported. The technology teams are primarily located in Gurgaon, Bangalore and Kingswood. A key focus for the department is the delivery of the technology elements of the UK Business Transformation programme.About your role The Workplace Investing business comprises of Fidelitys institutional business units in the UK and other parts of Europe and is a strategic area targeted for growth over the coming years. Technology has been acting as the key enablers for the business in achieving their goals. This role is for a highly motivated technical resource to work within the Workplace Investing team. He/She will need to work on multiple technologies and will be responsible for the technical analysis and support of applications on cloud and on prem as per the requirementsAbout youKey ResponsibilitiesMaintaining and improving performance and availability of all Fidelitys web applications and platform.Leading high impact incident investigation and recovery in collaboration with various technology teams. Providing technical assistance in guiding the team for incident resolution.Leading continuous improvement of applications in collaboration with technology teamsLeading the production readiness of new programs by engaging with Business and Technology teams.Ensuring non-functional requirements are covered as part of project lifecycleRegular review of changes impacting WI business and aligning required supportLeading Problem management for Incident resolutionUndertake support and maintenance activities to proactively identify and prevent potential issues within the specified portfolio of applications developing into high severity incidents.Liaison with other technology and operations team (e.g. Delivery, Unix, DBA, Network etc)Engagement in Disaster Recovery and BCP plans processes.Proactively manage the applications through understanding current risks (functional, operational and capacity) and ensuring they are flagged appropriatelyExperience and Qualifications RequiredWilling to work in Support (Along with UK Shifts & 24X7 On-call On rotation)3 - 6 years of Java/J2EE (development or support experience)Spring other IOC containers, RESTful Services, Spring BootKnowledge of Cloud Based architecture PaaS, Pivotal Cloud Foundry (PCF), Amazon WebService (AWS)Working Knowledge of React.js, NodeJS, Backbone.js or Marionette.jsHands on experience of RDBMS, Oracle Sybase and SQLHands-on technical development for tactical fix & automationsExperience of best practices and development methodologies especially AgileWorking experience with Github and CI/CD tools
Not specified
INR 5.0 - 10.0 Lacs P.A.
Work from Office
Full Time
Rapid response to address high Impact (Impact 1 and 2) incidents. This will be achieved through internal skill sets and drawing in skills from other groups within FIL. Service restoration subsequent to unanticipated outages / disruptions. Driving root cause detection and resolution and ensuring these are advised back to all delivery groups. Advising Release Management of the best way to release new functions onto the production platform. Proactively manage the applications through understanding current risks (functional, operational and capacity) and ensuring they are flagged appropriately. Identification of and driving application related service quality improvement. Reviewing proposed technical solutions for new projects to ensure that are fit for purpose. The successful candidate will play a proactive role in the support of one or more of the above applications / systems. The role requires not only technical skill sets that facilitate high caliber service provision to the business areas supported but also an awareness of other systems infrastructure and business processes dependent upon related to the applications in question. They will also foster close working relationships within the team and liaise with each team member to analyse and investigate production impacting issues. The team is involved in providing 24x7 support as part of a team rota and some weekend working as well. About you Around 4 - 6 years of technical experience in Software / IT industry in Development and Support functions Minimum 1 - 2 years of support experience in Production Support roles Providing first line of technical support for business critical applications (Principal technologies / applications used include Oracle, Informatica, Control-M and Unix) Willing to work in Support (Along with UK Shifts 24X7 On-call On rotation) Develop and maintain PL/SQL programs between the inbound systems and files into the warehouse data model applying business rules as specified in the requirements. Work with the support team alongside data analysts, business analysts, database administrators and business project teams in enhancing and supporting the production services Maintain the Meta Data Repository both within the vendor product and the ETL tool set Help maintain Informatica mapping and Control-M schedules Strong communication skills a customer centric focus. Experience with containers technologies will be advantageous Hands-on technical development for tactical fix automations Good analytical, problem-solving and documentation skills. Calm approach when under pressure Solid people networking and collaboration skills Self-motivated, self-starter, team-player Excellent communication
Not specified
INR 3.0 - 6.0 Lacs P.A.
Work from Office
Full Time
About the Opportunity Job Type: Fixed Term Contractor Contract duration : 5 months. Application Deadline: 31 March 2025 Title Senior Business Analyst Department FIL India Technology - GPS Technology - Distributions Data and Record Keeping Platforms Location Gurgaon, India Reports To Shweta Kapoor Level Grade 3 About Fidelity International Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future. Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first. Find out more about what we do, our history, and how you could be a part of our future at http: / / www.fidelityrecruitment.com / india / about-us About your team The Department is responsible for Web, Client Interface, Data, Record Keeping and Transfer Agency systems of the Distributions offering. The core engine allows dealing, income distributions, payment processing, customer accounting and record keeping etc. There is interaction amongst various web teams which provide Instruction/Service triggers to invoke functional processing and deal creation; and also with various data and reporting platforms to fulfil their data needs. The dynamics of stake holder management are complex because the Transfer Agency product is being enhanced to meet the needs of various Product owners; lines of Business and Concurrent Projects. About your role Senior Business Analyst is responsible for leading a team of Business Analysts responsible for the analysis and evaluation of customer business problems and the development of solutions and working with the vendor to meet business requirements also ensuring the product backlog capturing and maturity. Ensuring the team and downstream stakeholders understand the impact of changes. Should be able to ensure his/her team produces data dictionary; and document and understand Business processes offered by the Transfer Agency. The successful candidate will take responsibility for addressing and supporting the UK and European business projects for new and existing products and functionality initiatives across our systems. The role will encompass the full spectrum of business analyst activities through the full project life cycle. Relationship management skills for the various business contacts for the area will be important to ensure a superior service to our clients is maintained. Key Responsibilities Understand complex business issues and has the ability to understand the technical implications associated with business requirements Data Analysis and producing data mappings between various data and reporting platformsActing as Data owners, understanding end to end journey from business as well as data perspective.Analysing the impact of upstream changes, in terms of data and communicating downstream impact as well.Understanding Data LifecycleCreating Data CataloguesWriting User Stories and helping with solutionsLeading Story walkthroughs and 3 Amigos sessions for the delivery teamsDoing extensive data analysis, and deriving business insights from data.Handle a demanding work environment and maintain a very high level of deliverable quality Interact with all levels of the business community, seeking approval from all stakeholders of the projects Must be able drive solution discussions and produce solution design documentsDefine the scope of a business requirement, decide the approach and produce the specification.Drive the analysis effort from start to end for a given area keeping various stakeholders in the loop and getting approvals/sign offs from them.Assess and ensure that the solution being delivered is fit for purpose.Obtaining agreement on business analysis deliverables and ensuring that they meet all the requirements of the business and tracking these across multiple systems groups Working with business leads within the team to identify, define, and clarify the scope / issues in terms of complex business/systems requirements.Functionality co-ordination across multiple system projects delivering common, re-usable functionality using service-oriented patternsActing as a proxy customer with the development teams, facilitating open communication between the customer development teamDriving user acceptance criteria with the customerCo-ordinate with onshore-offshore UK/India business analysts. Work with onshore-offshore UK/India development teamsInteract work with third party partners and suppliersStay abreast of key emerging products / industry standards in the Business Analysis arenaContribute to BA forum, lead process improvement initiatives Data Analysis and producing data mappings between various data and reporting platformsAnalysing the impact of upstream changes, in terms of data and communicating downstream impact as well. About you Strong SQL query writing skills, and be able to do in-depth data analysis.Acting as Data owners, understanding end to end journey from business as well as data perspective.Analysing the impact of upstream changes, in terms of data and communicating downstream impact as well.Creating Data CataloguesShould have handled a team of Business AnalystsWriting API contracts in Swagger.Should have experience of dealing with multiple Stakeholders, covering different geographiesExperience of business process re-engineering, analysis, user requirement gathering, gap analysis Data Analysis and producing data mappings between various data and reporting platformsShould have experience producing functional specifications documents (FSDs) Should have experience producing Solution Design Specifications by working closely with architects and developer communityAbility to progress the analysis and drive decisions to close open issue through discussions with multiple stakeholders.Must be strong in translating business requirements to technical resources (internal and external) in supporting the projectDelivery and results focused Strong customer awareness business focusStrong documentation skills of standard SDLC artefacts like SRA/SDS etc.Fair idea of Agile methodology, familiar with Stories - requirements artefact used in AgileExcellent inter-personal, communication, documentation, facilitation presentation skillsIdeally have experience of e-Business, e-Commerce Internet technologies, best practices industry standardsIdeally have experience of working with business modelling tools e.g. UML and CASE tools e.g. EA, Rational Rose Feel rewarded
Not specified
INR 4.0 - 6.0 Lacs P.A.
Work from Office
Full Time
About the Opportunity Job Type: Fixed Term Contractor Contract duration : 7 months. Application Deadline: 25 March 2025 Job Description Title ASSOCIATE - CLIENT ACCOUNT MANAGEMENT MAINTENANCE DOMAIN Department Global Platform Services Location Bengaluru Reports To Team Leader / Assistant Manager Level Grade 1 About Fidelity International We ve been helping clients plan and save for their futures for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term. And today, building on the security of private ownership and our clear sense of purpose, we re growing our business like never before. Join us and you ll be part of the progress we re making. In our welcoming, caring culture, you ll work with all kinds of people to find new and better ways to help our clients. Your views will be valued, and your professional goals will be supported. And you ll discover a positive, inclusive environment where you ll be free to be yourself. About your team Client and Account Maintenance capability aims to achieve operational excellence and deliver a rich experience to our customers when engaging with FIL. This will primarily include identifying our customers uniquely across GPS and digitally transforming customer management and maintenance processes for our end-customers, advisers member accounts alike. This capability is accountable for RTB (Operations) of Client and account management processes as well as Change through technical and engineering expertise. The Capability will be the delivery engine to deliver solutions for our GPS customers. The function is responsible for carrying out all instructions of clients from Account set-up, dealing investments, switch, redemption to Reregistration and Transfers completion. All these activities need to be done accurately, swiftly and in full accordance with Fidelitys stringent regulatory requirements. The activities also include AML, Legal and Deal amendment tasks. The function s underlying spirit is to be brilliant at basics and to provide excellent customer service to help the origination achieve it purpose. Continuous improvement is also one of the guiding principles that the function lives and operates by in the ever-changing environment. About your role The role of the Process Associate is to gain a detailed understanding of the process, conduct trainings, drive initiatives, take part in projects, maintain team MI, perform quality checks, keep an accurate record of the checks, identify issues and participate in discussions to agree actions to resolve issues identified. To be able to process work items within agreed service level accurately To quality check all work items the same day and report any errors Taking ownership of individual issues and ensuring that they are resolved to the satisfaction of the customer Completing projects as assigned including Testing prior to any system changes Liaison with other departments across sites Develop an understanding of Fidelity s products and businesses as well as the internal and external clients To gain regulatory knowledge and ensure knowledge is maintained To keep the supervisor(s) informed of work in progress and escalate any issues/risks which may impact daily work and SLAs To ensure knowledge of procedures are kept up to date and any new procedures implemented Knowledge on stats and reporting would be added advantage Should be able to train the team members on critical tasks Should be able to review and update process documents independently Should be able to drive innovation in the team About you Should be able to manage process escalations on their own Ability to process large volatile volumes to deadlines, whilst maintaining high standards of accuracy Strong attention to detail and excellent communication skills Self - motivated and flexible with the ability to work in offshore shifts Work towards achieving the relevant competency model for the role Flexible to handle any ad-hoc business requirements. Proactive approach to problem solving and service improvement Feel rewarded
Not specified
INR 3.0 - 5.0 Lacs P.A.
Work from Office
Full Time
About the Opportunity Job Type: Fixed Term Contractor Contract duration : 7 months. Application Deadline: 04 April 2025 Job Description Title FTC Associate- Retail Operations Department Rereg Transfers Location Gurgaon, India Reports To Team Lead/Assistant Manager Level Grade 1 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our [insert name of team/ business area] team and feel like you re part of something bigger. About your team The India Retail Operations team is responsible for tending to all investment matters relating to UK Continental Europe clients. Their roles include carrying out all instructions to invest, switch and redeem money accurately, swiftly and in full accordance with Fidelitys stringent regulatory requirements; and always working hard to provide excellent and efficient customer service to improve the Fidelity name. The function also caters to Reregistration and Transfers of units and cash. The team must ensure that the daily SLAs are met which may otherwise result into PL and reputational impact for Fidelity. The team works on AAA related activities placing deals for the clients investing in the onshore product range. About your role Monitor and achieve service levels and ensure team completes operational tasks in accordance with defined procedures. Monitor team s performance viz. quality metrics, productivity, utilisation etc. Report on them along with performing periodic analysis. Drive first time right culture within the team and work closely with other teams to understand gaps and take timely actions. Identify and explain the dependencies between various teams and understand both downstream upstream impact of the process! Processing the instructions e2e helping the client with their journey Understands and proactively mitigates the impact of risk. Drive deliver process improvements in response to customer feedback trends, process gaps / issues. Should be able to manage process escalations on their own Ability to process large volatile volumes to deadlines, whilst maintaining high standards of accuracy Strong attention to detail and excellent communication skills Self - motivated and flexible with the ability to work in offshore shifts Work towards achieving the relevant competency model for the role Flexible to handle any ad-hoc business requirements. Proactive approach to problem solving and service improvement About you Should possess good understanding on Fidelitys services and products or should have Industry and competitor knowledge and how the same impacts the customer. A team player at both Management Team levels with a positive approach to change management Should be competent to process seamless client e2e journey raise any challenges. Strong communicator, able to represent the team effectively at all levels. Have the ability to analyse data confidently, identify trends and potential areas of concern. Possess sound understanding of Risks, control, and regulatory aspect of the process. Feel rewarded
Not specified
INR 12.0 - 17.0 Lacs P.A.
Work from Office
Full Time
Application Deadline: 31 March 2025 Title Sr. Manager - Business Analyst (Investment Management) Department ISS Delivery Location Bengaluru, India Reports To Associate Director, Business Analyst Level 6 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Investment Solutions and Services (ISS) Delivery team and feel like you re part of something bigger. About your team ISS Delivery provides the design and delivery of all changes in business process and/or technology solutions that support the growth for Fidelity s Global Investment Solutions Services business. We support Investment Management, Asset Management Operations and Distribtion teams primarily located in London, Hong Kong, Tokyo, Toronto, Australia, Singapore and China. About your role Fidelity is embarking on a number of strategic programmes of work that will create an end to end solution to enable the next evolutionary stage of our Investment Management Business. These programmes span across asset classes and include Research, Sustainable Investing, Quant and Systematic Investing, Portfolio Construction, Order Generation and Execution Management, and Invesment Risk and Analytics. The successful candidate will join our front office technology and change team delivering change to Equity, Fixed Income, Solutions Multi Asset businesses. As a business analyst, you will be responsible for: Leading engagements with key stakeholders across the global investment team Collaborating with counterparts (architects, engineers and other analysts) across geographical locations Producing high quality documentation covering requirements gathering, business analysis business processes mapping and optimisation Managing end-to-end delivery of projects from inception through to completion Providing support and training to users on the best use of technology platforms and tools Preparing presentation material for senior leadership and to support project status monitoring reporting About you With a solid background in the analysis, design and implementation of complex investment management technology solutions, you re the specialist we need. You: have preferably 8+ years of experience within investment management technology (or related field) covering portfolio management, portfolio construction, order generation portfolio monitoring. have experience of end-to-end systems implementation from specification through to deployment have experience of market-leading portfolio management tools such as Charles River Development (CRD) and Aladdin have experience working with stakeholders and teams across a business and at all levels know how to get complex ideas across to non-technical audiences have sound problem-solving and team-building skills. have a relevant degree level education with professional qualifications (CFA, FRM, CIPM) advantageous. Feel rewarded
Not specified
INR 2.0 - 5.0 Lacs P.A.
Work from Office
Full Time
About the Opportunity Job Type: Fixed Term Contractor Contract duration : 7 months. Application Deadline: 26 March 2025 Job Description Title: Associate (FTC) - Client Account Management Capability Department: Client Account Management Capability Location: Gurgaon Reports To: Team Lead/Assistant Manager Level: Grade 1 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Client Account Management Capability team and feel like you re part of something bigger. About your team Client Account Management Capability supports and maintains pension administration services for a wide range of corporate clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery. Maintenance Team is A rated team handling Member / Employer instruction pertaining to data updates for the member records. This team is responsible to process few key critical tasks : Association of Scanned items received from Scanning Blue Prism daily, the monthly average volume is 3500 work items Handling Data / Address updates along with bulk file updates, the monthly average for data updates are for 12K members Manual data updates which are done individually due to system limitation Mailbox handling and cloning of work items which are received from the Internal teams The team also handles ad-hoc requirements which quite often comes from other teams due to which we have to prioritise it on the same day. Apart from this, team also handles an avg. monthly volume of 2500 return mails, DWP and Manual letters (MF Statements) About your role The role involves ensuring client instructions are dealt accurately and in timely manner. The individual is required to liaise with various teams across location to ensure priority work is completed on time and any potential issues are escalated in a timely manner to the Team Leader. Along with managing the daily work, the individual would also be required to pick up additional tasks and responsibilities efficiently including projects and SSE s. The individual should demonstrate a high level of commitment to customer service improvement and also showcase Fidelity values. About you Ensure that work allocated to you is completed in an accurate and timely manner. Assist the teams to meet the agreed SLA by timely allocation of work to the team members. Updating member records in accordance with written procedures and direction given by your supervisor. Issue routine correspondence using standard templates to the member ensuring that all legal and compliance requirements have been satisfied. Ensure that Quality and Productivity standards are adhered to. Liaise with internal departments to ensure priority work gets completed in time. Handle mailbox and folder queries. Identify and raise process improvement ideas and customer experience improvement ideas through FIL NXT DC Rocks Programme. Generate required reports and Statements as per the procedures. Maintain compliance with confidentiality in handling client sensitive information. Handle additional admin and process related responsibilities efficiently and proactively. Escalate any potential issue in a timely manner and keep TL/AM abreast of the situation. Experience and Qualifications Required Understanding of mutual funds and other financial products offered in UK financial services market. Candidate must possess good communication skills, customer centric approach working well as a team player. Strong knowledge of MS Excel, handling mailboxes using Outlook, PowerPoint . Any experience of working in client services teams and interacting will clients through email/phone calls prior knowledge of pensions process would be an added advantage. Feel rewarded
Not specified
INR 5.0 - 10.0 Lacs P.A.
Work from Office
Full Time
Application Deadline: 28 March 2025 Job Description Title Resource Manager, Marketing Automation Department Global Marketing Automation Team Location India Level 5 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our team and feel like you re part of something bigger. Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. About your team The Global Marketing Automation team is based in the UK and India, and delivers over 22m emails a year to over half a million high value clients and customers across both for B2B and B2C business channels. Additionally we deliver high profile service and regulatory communications on behalf of the global senior leadership team as and when appropriate. We create both fully-serviced email campaigns, as well as support self-serve colleagues across some teams, and are the last point of quality assurance before any email is delivered. About your role Reporting directly to the Head of Email Marketing, the Resource Manager will scheduling of work, dealing with out-of-SLA requests, monitoring efficiency within team (approx. 15 people) recommending process changes (as and when), communicating with stakeholeders, negotiating deadlines, and providing some QA. The ideal candidate will already be an expert in Wrokfront (our resource management tool) as well as Marketo and have excellent experience managing human resources. About you Key Responsibilities Use strong organisational and problem-solving skills to effectively manage and optimize the use of resources Assigning team members to specific projects based on workload, experience, skills, and availability Confidently communicate with stakeholders and negotiate deadlines Perform QA checks on email builds Occasional simple edits / amends to emails in Marketo Manage weekly team meeting, daily stand-ups, all scheduling Experience and Qualifications Required Experienced at managing resource (people) including scheduling, support, daily stand-ups, understanding how long a project should take and able to get the most out of team Good knowledge of Marketo Excellent knowledge of WorkFront Strong communication skills including stakeholder management, negotiation (deadlines) Strong English-language skills - can be understand verbally and in writing Proactive work-ethic Feel rewarded
Not specified
INR 2.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Application Deadline: 30 April 2025 Job Description Title Technical Analyst - IAM Operations support (Permanent) Department Global Cyber Information Security Location Gurgaon, India Reports To Technical Consultant - IAM Operations Level Security Analyst - 2 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Identity Access Management Operations (IAM Operations Support) function as part of the Global Cyber Information Security (GCIS) group and feel like you re part of something bigger. About your team As part of the Global Cyber Information Security group, the Identity Access Management Operations (IAM Operations Support) function is responsible for managing access to FIL applications and infrastructure. The team enforces principles of least privilege, working in a controlled and regulated environment. The IAM Ops team carry out the following key tasks - provisioning/de-provisioning, role management, access request support, audit support, and other access related activities. About your role The role will play a key part in Role management of the applications in the existing and new Identity and Access Management platform. As a part of implementation of new platform, it will take end to end ownership of specific stream of operations readiness. This means, working with Business Analysts to define, refine the processes. Identify the Risks, Assumptions, Issues and Dependencies that need to be managed for accepting the system to production. The selected person will play a key role towards operations readiness strategy, using their experience to guide changes with regards to both process and technology. Key Responsibilities Complying to the Role Based Access Control approach Working with business departments, data owners, and others to ensure that Business Roles/Functional Roles are maintained that meet the business requirements Adherence to strict security procedures and Fidelity Information security policies and standards Ensuring standard approach across all Business Roles and minimise any anomalies. Perform analysis remediation activities to ensure security compliance Co-ordination with other Business Units for operational work Timely reporting of the key tasks, issues and findings to the Management About you With a solid background in Identity and Access Management domain having 3-5 years of experience. B.E/MCA/B Tech Any Graduate or preferably with diploma in Computers preferably from reputed institute. Must Have Have managed Role based access control (RBAC) and role recommendation in SailPoint - Identity Now Experience in transformational project for IAM technologies (SailPoint -Identity Now) Experience in IAM Business Analyst in area of Identity and Access Management, SailPoint - Identity Now Access governance, Access recertification, SOD policies, Role management, Role mining and analytical skills Worked on understanding the requirements related to audit and compliance reporting. MS Active directory, Database, SQL and Shell Script Experience in implementing Account and Entitlement aggregation in SailPoint -Identity Now Understanding of Risk Based Access Control, Role Engineering techniques Orphan/Uncorrelated account review and remidiation Sound problem-solving and team-building skills Good To have Knowledge of Information Security Concepts and Domains, primarily in Access Control SailPoint Certified IdentityNow Professional, ITIL, ISO 27001, CISM, will be an advantage Feel rewarded
Not specified
INR 3.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Application Deadline: 17 April 2025 Job Description Title French Compliance Administrator - GCSS Operations Department General Counsel Shared Services Location India Reports To Assistant Manager, GCSS Operations Level Grade 2 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our General Counsel Shared Services team and feel like you re part of something bigger. About your team General Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy Strategic Relationship Management. General Counsel Shared services (GCSS) function is a global centre of expertise currently being built out in Dalian and India. It provides operational support and services to the General Counsel function. About your role The successful candidate will be responsible for supporting compliance oversight of FIL Gestion activities providing proactive support to French Compliance team support to the areas outlined below. He/she will be familiar with all local regulations for funds and ensure they are followed. About you Work with local business partners to facilitate on-going compliance of their systems/procedures/processes with relevant statutory, contractual and internal regulations, and provide general compliance support. Compiling compliance reports for the entities in France. This will include the creation of written monthly and quarterly reports for the firms senior management. It will also include liaising with internal departments to ensure that their regulatory provisions have been undertaken and escalate issues of concern to line management. Assist compliance team with carrying out regulatory reporting on AML, Due diligence and Risk to the French regulator - AMF. Collate and draft presentation material for the FIL France monthly and quarterly meetings. Track new employee and compliance-related mandatory trainings. Update fund information on regulatory portals. Update and maintain policies in French, ensure efficiency of procedures by updating them, if necessary to keep up to date with regulatory developments Manually handling and reconciling duplicate reporting of personal transactions undertaken by FIL employees Assist the RCCI in France Carry out administrative tasks (log training, reporting, breaches, pay invoices) Help in the preparation of local committees (compliance and risk) Support the RCCI in providing technical training to the business on regulations and regulatory developments. Maintain Compliance Monitoring Calendar; conduct reviews; document findings conclusions and provide recommendations and ensure the follow-up. Ensure the record keeping is done through B-wise tool. Experience and Qualifications Required Experience of 2-3 years in a legal or compliance environment Pro-active team player with the ability to work independently. Knowledge in asset management industry is required. Knowledge in French regulations (R glement G n ral AMF). Fluency in French (Level C2) and English both written and oral and able to communicate at more senior levels. Strong organisational skills, with the ability to prioritise, multi-task and meet deadlines while working in a high-pressure environment. Fluency in English and French (speaking and writing), any further language would be an asset. Feel rewarded
Not specified
INR 12.0 - 16.0 Lacs P.A.
Work from Office
Full Time
Application Deadline: 18 April 2025 Job Description Title: Senior Manager - Compliance Monitoring Surveillance Department: General Counsel Shared Services Location: Gurgaon, India Reports To: Head of GC Shared services Compensation : Grade 6 We are proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our General Counsel ( GC ) Shared Services team and feel like you are part of something bigger. About your team: General Counsel (GC) is a trusted advisor to all parts of Fidelity International Limited ( FIL ), providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy Strategic Relationship Management. GC Shared Services function is a global centre of expertise currently in Dalian and India, providing operational support and services to the General Counsel function. Global Investment Compliance: The Global Investment Compliance (GIC) function provides advice, support, oversight and challenge to teams across Fidelity s Investment Solutions and Services (ISS) business. Stakeholders include portfolio managers, research analysts, trading desks, corporate finance, institutional teams and their respective support groups. About your role: Fiduciary duty to our clients and contributing to market integrity are responsibilities we take seriously, and it inspires us to do the right thing. As such, Fidelity is seeking a highly motivated individual who will play a pivotal role in supporting our global Investment Compliance Monitoring Surveillance program. You will be responsible for ensuring the delivery of a comprehensive and effective surveillance programme in collaboration with colleagues and stakeholders across the organisation, in addition to the implementation and ongoing performance of desktop and thematic reviews based on business risk assessment and our risk appetite related to Fidelity s investment management activities. Your analytical skills and dedication will contribute to the integrity and success of a comprehensive oversight and assurance programme. Key Responsibilities: Provide oversight and guidance to members of the Investment Compliance Surveillance and Monitoring teams. Aid in the development and maintenance of the annual monitoring plan by reviewing global regulatory risk assessments and engaging with key stakeholders for review prioritisation. Conduct reviews of research-related products and deliverables to ensure compliance with internal guidelines and external regulations. Lead the development of dashboards, management reports, and papers for governance committees. Lead the implementation of the delivery roadmap for new surveillance systems and establish/expand existing market abuse controls. Handle investigations and escalations related to reviews performed by compliance team members on market abuse monitoring tools and employee communications on platforms such as email, Bloomberg, Zoom, Voice, or Teams. Assist in creation/update of policies procedures, keeping abreast of regulatory changes and their impact. Ensure market abuse and communications monitoring tools are appropriately calibrated. Maintain day-to-day relationships with vendors of compliance monitoring tools. Ensure governance processes are implemented and followed for all supported activities, including SLAs, SOWs, timeliness, daily checklists, and monthly metrics reporting. Build and retain a high-performing team, including acquiring the right talent, providing training, career development, performance management, and succession planning. About you: The ideal candidate will have: Preferably 10+ years of experience in a Compliance or assurance-type role within the financial services industry. Firm understanding of concepts and practices relating to monitoring and surveillance. Strong analytical skills and experience performing thematic reviews or audits would be beneficial. Excellent written and verbal communication skills. Proven ability to coordinate and work with teammates and stakeholders across multiple locations. Strong organizational skills, capacity to work under pressure remain motivated while completing routine tasks. Feel rewarded
Not specified
INR 3.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Application Deadline: 28 March 2025 Job Description Title Analyst Department FSO Global Cash Reconciliation Services Location Gurugram Reports To Team Leader / Assistant Manager/Manager Level Grade 1 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together and supporting each other - all over the world. So, join us at Fidelity to be part of Global Cash Reconciliation Services under Fund Servicing Oversight (FSO) function and feel like you re part of something bigger. About your team Global Cash Reconciliation Services ( GCARS ) is responsible for a range of activities that relate to management and control of reconciliation exceptions and includes a level of transaction processing. They also contribute to the cash provisioning for our data recipients to ensure correct investment decisions are made. It is a fast-paced and deadline driven environment where teamwork, both locally and globally, is essential and encouraged. About your role The jobholder will be responsible for performing the reconciliations of a group of accounts and a variety of additional tasks, which will include using Excel spreadsheets, receiving and acting upon various email instructions and liaising by telephone or in person with other departments. There are a variety of control tasks to be performed on a daily/weekly or monthly basis. Perform daily reconciliations using specialist software and assist in the supervision of other team members Oversee and participate in the identification, analysis and resolution of exceptions in a timely manner Oversee and participate in liaison with stakeholders both verbally and by other means to resolve exceptions Post entries to the accounting system which have not been automatically generated, including team oversight Collaborate with the UK-based team to manage workflows and complete tasks Generate management and control reports and perform analysis of the same, including team oversight Assist the team in performing general administrative tasks To ensure any resource issues are escalated to team management as a priority. To ensure the teams daily targets / checklists are completed and all control activities are actioned. To identify and escalate areas of risk To support the development and training of team members through all possible means To aid in the resolution of all exception issues Monitor team mailbox Propose process improvement To support change and project initiatives when required Willingness to work additional hours and on bank holidays as the business dictates About you 3 to 4 years experience in a similar position, preferably within a global and / or a financial services company. Master or bachelor s degree in accountancy, Finance, Economy or equivalent from a recognised university. Good English communication skills (reading, writing and conversation) Able to communicate effectively with colleagues and internal customers in UK/Dublin/Europe/Asia Strong analytical and investigations skills with an enquiring mind Excellent attention to detail and ability to identify issues of potential risk Able to perform daily processing volume Ability to work under pressure and to tight deadlines Basic technical skills (i.e. Excel, MS Word, Outlook, etc) Proven ability to communicate and work with all levels of personnel Quick learner Team player with collaborative attitude problem-solving skills Organisational capabilities - able to remain focused on own targets while supporting others in achieving theirs Ability to coach and develop team members Proven experience in a similar job role or in Financial Services . Feel rewarded
Not specified
INR 4.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Job Type: Full TimeReports To: Yardi Systems Administration ManagerAbout your role The role will be an excellent opportunity for an individual who has an in-depth knowledge of Yardi Voyager with experience of system administration support.Working alongside colleagues within the Operations team and Technology, the role holder will help manage and help enhance Yardi Voyager to ensure value maximisation, improve process efficiency and maintain an appropriate controls environment.The role will also involve working closely with other FIL departments as well as external third party service providers including managing agents, fund administrators and auditors.About youExperience and Qualifications Required2+ Years' experience supporting Yardi products, in particular, Yardi Voyager 7SExperience implementing and upgrading Yardi VoyagerExperience working with multiple Property Managing Agents (both UK and Europe)Understanding of systems related property management processes (e.g AP, AR, Treasury, Lease admin, etc)Attention to detail and a good work ethic is vital Key ResponsibilitiesSetup New Legal Entities, PropertiesTriage user requests issuesSetup General Ledger & Bank AccountsResolve third-party Property Managing Agents issues requestsRespond to information requests using standard reports within Yardi VoyagerOversee data quality - investigate and triage data quality issuesProvide general system training to both internal and external usersSupport the development of Policies & Standard Operating ProceduresCreate & maintain Invoice TemplatesCreate & maintain WorkflowsCoordinate User Access & IP Information CollectionComplete Custom System Setup (Invoice templates, workflows, etc.)Organise & manage system & UAT TestingResearch and present New Yardi Voyager FeaturesCo-ordinate updates, software changes or emergency issues with all usersPerform System Maintenance and Update Tasks as part of BAU ActivitiesDrive Process Improvements, Simplification and Automation of ProcessesMonitor Client Central for Latest Webinars Product Updates, Documentation & Technical TipsAttend Yardi Advanced Solutions Conferences (YASC) and Yardi End User Group MeetingsTake minutes and notes from YASC, UK User Group, and other meetings as necessaryEnsure compliance with procedures and controls and internal risk policies
Not specified
INR 7.0 - 12.0 Lacs P.A.
Work from Office
Full Time
Title: Principal Data Engineer (Associate Director)Department: ISS Reports To: Head of Data Platform - ISS Grade : 7Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our team and feel like youre part of something bigger.Department Description ISS Data Engineering Chapter is an engineering group comprised of three sub-chapters - Data Engineers, Data Platform and Data Visualisation that supports the ISS Department.Fidelity is embarking on several strategic programmes of work that will create a data platform to support the next evolutionary stage of our Investment Process. These programmes span across asset classes and include Portfolio and Risk Management, Fundamental and Quantitative Research and Trading. Purpose of your role This role sits within the ISS Data Platform Team. The Data Platform team is responsible for building and maintaining the platform that enables the ISS business to operate.This role is appropriate for a Lead Data Engineer capable of taking ownership and a delivering a subsection of the wider data platform.Key Responsibilities Design, develop and maintain scalable data pipelines and architectures to support data ingestion, integration and analytics.Be accountable for technical delivery and take ownership of solutions.Lead a team of senior and junior developers providing mentorship and guidance.Collaborate with enterprise architects, business analysts and stakeholders to understand data requirements, validate designs and communicate progress.Drive technical innovation within the department to increase code reusability, code quality and developer productivity.Challenge the status quo by bringing the very latest data engineering practices and techniques.Essential Skills and ExperienceCore Technical SkillsExpert in leveraging cloud-based data platform (Snowflake, Databricks) capabilities to create an enterprise lake house.Advanced expertise with AWS ecosystem and experience in using a variety of core AWS data services like Lambda, EMR, MSK, Glue, S3.Experience designing event-based or streaming data architectures using Kafka.Advanced expertise in Python and SQL. Open to expertise in Java/Scala but require enterprise experience of Python.Expert in designing, building and using CI/CD pipelines to deploy infrastructure (Terraform) and pipelines with test automation.Data Security Performance Optimization: Experience implementing data access controls to meet regulatory requirements.Experience using both RDBMS (Oracle, Postgres, MSSQL) and NOSQL (Dynamo, OpenSearch, Redis) offerings.Experience implementing CDC ingestion.Experience using orchestration tools (Airflow, Control-M, etc..)Bonus technical Skills:Strong experience in containerisation and experience deploying applications to Kubernetes.Strong experience in API development using Python based frameworks like FastAPI.Key Soft Skills:Problem-Solving: Leadership experience in problem-solving and technical decision-making.Communication: Strong in strategic communication and stakeholder engagement.Project Management: Experienced in overseeing project lifecycles working with Project Managers to manage resources.
Not specified
INR 2.0 - 6.0 Lacs P.A.
Work from Office
Full Time
We share a commitment to making things better for clients and each other. We continually explore new technology and different ways of working to put our clients first. So bring your About your role The role of the Test Analyst (performance) is to establish performance requirements and produce high quality Load, Stress, Soak performance scripts, plans and associated documents. Performance engineering skills are required and the candidate should be able to ensure the design, build, execute and monitor and analyse performance tests. Should provide accurate reporting on performance results as well as reporting and escalating risks and issues appropriately.About youExperience in Performance testing and engineering, including experience of exposure to analysing application performance Defining test suit which includes benchmarking, load, soak and Resilience test.Ability to define chaos and execute chaos test. Hands-on on JMeter etc. Hands-on on log monitoring tool like Elk.Experience working on various monitoring, profiling and tuning tools e.g. New Relic, CA Wily, OEM Able to accurately analyse performance results and present results and analysis in both technical and business language Good working knowledge on Cloud platform like AWS. Hands on experience in Jenkins and Github. Ability to communicate clearly and effectively with different levels of stakeholders in application delivery, QA and business groups Problem solving skills with the ability to think laterally, and to think with a medium to long term perspective Ability to learn and quickly get familiar with a complex business and systems environment Excellent interpersonal and communication skills Self-motivation is essential, should demonstrate commitment to high quality design and development and passion for testing
Not specified
INR 9.0 - 13.0 Lacs P.A.
Work from Office
Full Time
Join the GCSS Functional Admin team, where you will manage, govern and support various AI and GenAI systems used within the General Counsel function. Currently, our GenAI systems include both internal and external technology applications which are geared-up to provide productivity and efficiency gains to GC users who are from Legal, Risk, Compliance functions.The role includes promoting the GenAI usage and tracking the benefits while also supporting the users through prompt engineering skills and perform functional administration tasks from the admin user interfaces. Your core responsibilities include Manage user licenses and track the usage of GenAI systems. Provide/arrange for user trainings Promote, encourage and support the AI adoption amongst GC users Help users in enhancing their prompts for better accuracy and desired outcome Perform functional admin activities for AI systems and support the user issues Work with vendor and technology to drive the resolution of user queries Gather quantifiable benefits and qualitative feedback from users Develop the GC AI Value Scorecard and publish it periodically You will work closely with various stakeholders, including the GC AI enablement and Enterprise AI teams. Skillsets required About 10 years of experience in collaborating with technology teams and involved in software development lifecycle (SDLC) with following skillsets: Strong communication and stakeholder management skills. Prompt engineering skills (must be willing to undertake the prompt expert test) Project management and business analysis skills and experience are preferred. Basic understanding of AI and Generative AI. Passionate about AI with a keen interest in staying UpToDate Must be a team player, self-motivated, adaptable to perform in uncertain situations.
Not specified
INR 12.0 - 17.0 Lacs P.A.
Work from Office
Full Time
Department General Counsel Shared ServicesReports To Director, GCSS Reporting & SystemsLevel Grade 5About your teamGeneral Counsel (GC) is a trusted advisor to all parts of Fidelity International Limited (FIL), providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management. GC Shared Services function (GCSS) is a global centre of expertise currently in Dalian and India, providing operational support and services to the General Counsel function. GCSS Functional administration team (FA team) provides first line business support & manage the functional administration activities for various GC owned systems.About your role Join the GCSS Functional Admin team, where you will manage, govern and support various AI and GenAI systems used within the General Counsel function. Currently, our GenAI systems include both internal and external technology applications which are geared-up to provide productivity and efficiency gains to GC users who are from Legal, Risk, Compliance functions.The role includes promoting the GenAI usage and tracking the benefits while also supporting the users through prompt engineering skills and perform functional administration tasks from the admin user interfaces. Your core responsibilities includeManage user licenses and track the usage of GenAI systems.Provide/arrange for user trainingsPromote, encourage and support the AI adoption amongst GC usersHelp users in enhancing their prompts for better accuracy and desired outcomePerform functional admin activities for AI systems and support the user issuesWork with vendor and technology to drive the resolution of user queriesGather quantifiable benefits and qualitative feedback from usersDevelop the GC AI Value Scorecard and publish it periodicallyYou will work closely with various stakeholders, including the GC AI enablement and Enterprise AI teams.Skillsets requiredAbout 10 years of experience in collaborating with technology teams and involved in software development lifecycle (SDLC) with following skillsets:Strong communication and stakeholder management skills.Prompt engineering skills (must be willing to undertake the prompt expert test)Project management and business analysis skills and experience are preferred.Basic understanding of AI and Generative AI. Passionate about AI with a keen interest in staying UpToDateMust be a team player, self-motivated, adaptable to perform in uncertain situations.
Not specified
INR 5.0 - 9.0 Lacs P.A.
Work from Office
Full Time
The Associate Investment Fund Analysts will be required to update/produce sales materials such as standard product presentations in order to enable our distribution teams to provide their clients and prospects with an informed view of the investment process behind each fund, along with explanations of current fund performance and positioning. It will also be the responsibility of the individual to provide a quick and relevant response to client queries on funds using existing material or information sourced from elsewhere in the company. This role is for supporting the Investment Specialists/ Investment Directing team for equities. Key Responsibilities Produce market reviews and investment outlook pieces Ability to think from a customer viewpoint and deliver timely, accurate and insightful communication on Fidelity funds. This will require a detailed knowledge of each manager s investment process, recent performance and portfolio positioning Write monthly, quarterly and annual client reports, as well as statutory annual and semi-annual reports, tailoring the output to each specific template Present data in understandable format for sales teams Ensure all standard product content for Fidelity products is produced on time and to the appropriate quality standards Address ad hoc data related queries on funds Accurate collation and generation of presentations using a variety of media Develop an understanding of the sales process Support in automation of information provided to customer services teams About you Masters Degree - economics/business/finance CFA qualification would be advantageous 4+ years relevant experience in security analysis / investment/research related role Good knowledge of the equity markets and key macroeconomic indicators Good writing skills with attention to detail Familiarity with databases like DataStream and Bloomberg required Proficiency with Excel, PowerPoint and VBA Strong communicator and an ability to communicate with all levels of the organisation including stakeholders in global locations Self motivated and resilient Strong team player Proactive approach and a Can-do attitude
Not specified
INR 5.0 - 8.0 Lacs P.A.
Work from Office
Full Time
The job involves providing comprehensive research support to FIL s Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of Consumer sectors from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating MA transactions and valuation analysis Carry out studies on sector trends, regulatory changes emerging themes. Company analysis, including deep dive on key stock drivers, devil s advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required 3 to 6 years work experience in Investment Research Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. Understanding of the Consumer sub sectors, including key drivers, dynamics, trends, and emerging themes, would be advantageous. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet, CEIC and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Master s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred .
Not specified
INR 6.0 - 9.0 Lacs P.A.
Work from Office
Full Time
About your role . The primary duties and responsibilities of this position are as follows: Accounting: You will take ownership over your work and contribute to the monthly and year-end close and will be responsible for producing various financial reports You will be responsible for the execution of other accounting functions, including but not limited to journal entries, account reconciliations, and variance analysis for the business You will develop and implement new/enhanced systems and procedures to ensure adequate accounting and control for specific accounting functions You will support the Canadian Accounting Team in creating standard operating procedures and process documentation of the activities performed in Canada and India You will support in preparing schedules and documentation for all external and internal audits You will assist in preparation of IFRS compliant financial statements and stay abreast of developments in the industry impacting financial reporting. You will assist with performing revenue fee calculations, analysing variances and addressing queries from partners You will collaborate with partners across Business Support Units and assist their budgeting process You will assist in analysing operational results against expected performance and understand drivers; communicate results with key stakeholders You will assist in investigating variances and provide insights into business performance to stakeholders SOX Light You will conduct interviews with Canadian Business process owners to understand business process and data flows and document this understanding in process flow diagrams You will identify areas with financial reporting risks and document the risk and controls About you Skills, Experience and Qualifications Required A qualified chartered accountant with minimum 3 years of working experience with progressively more advanced accounting, financial analysis, or controls work required. Thorough understanding of IFRS (US GAAP an asset) and proficiency in financial statement analysis Advanced Microsoft Excel and data analytic skills Proven experience and expertise in relationship management within financial services and working across functional lines Prior experience with Control design and assessment or SOX Controls audits an asset An excellent level of attention to detail, ensuring the accuracy of transactions and reports The flexibility and ability to manage multiple tasks in an environment where switching tasks to meet project demands will be required Strong written and verbal communication skills Proven experience working within a control framework, including developing controls, processes and documenting procedures
Not specified
INR 5.0 - 8.0 Lacs P.A.
Work from Office
Full Time
About your role The job involves providing comprehensive research support to FILs Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of Consumer sectors from the perspective of equity analysis and the broader fundamental research process.Key ResponsibilitiesProvide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverageBuild detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devils advocate analysis, etc.Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideasProvide quality data and analysis on ESGBe a strong subject matter expertKeep abreast of trends and developments in the assigned sub sector across geographiesBuild and maintain strong relationships with clients and within the teamMake regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required3 to 6 years work experience in Investment ResearchGood understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferredAnalytical Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. Understanding of the Consumer sub sectors, including key drivers, dynamics, trends, and emerging themes, would be advantageous.High level of attention to detail and accuracy; Diligence and hard workDatabase skills - Bloomberg, TR Eikon, FactSet, CEIC and other financial databasesExcellent relationship management and strong communication and presentation skillsEducation MBA or Masters in Finance from a prominent institute or CACFA charter or progress towards any level of CFA will be preferred
Not specified
INR 30.0 - 35.0 Lacs P.A.
Work from Office
Full Time
Reports To Associate Director, Business AnalystLevel 6About your role Fidelity is embarking on a number of strategic programmes of work that will create an end to end solution to enable the next evolutionary stage of our Investment Management Business. These programmes span across asset classes and include Research, Sustainable Investing, Quant and Systematic Investing, Portfolio Construction, Order Generation and Execution Management, and Invesment Risk and Analytics.The successful candidate will join our front office technology and change team delivering change to Equity, Fixed Income, Solutions & Multi Asset businesses.As a business analyst, you will be responsible for:Leading engagements with key stakeholders across the global investment teamCollaborating with counterparts (architects, engineers and other analysts) across geographical locationsProducing high quality documentation covering requirements gathering, business analysis & business processes mapping and optimisationManaging end-to-end delivery of projects from inception through to completionProviding support and training to users on the best use of technology platforms and toolsPreparing presentation material for senior leadership and to support project status monitoring & reportingAbout youWith a solid background in the analysis, design and implementation of complex investment management technology solutions, youre the specialist we need. You:have preferably 8+ years of experience within investment management technology (or related field) covering portfolio management, portfolio construction, order generation & portfolio monitoring.have experience of end-to-end systems implementation from specification through to deploymenthave experience of market-leading portfolio management tools such as Charles River Development (CRD) and Aladdinhave experience working with stakeholders and teams across a business and at all levelsknow how to get complex ideas across to non-technical audienceshave sound problem-solving and team-building skills.have a relevant degree level education with professional qualifications (CFA, FRM, CIPM) advantageous.
Not specified
INR 7.0 - 10.0 Lacs P.A.
Work from Office
Full Time
About your teamProcess Simplification & Optimisation (PSO) are a global team with presence in Dalian, India, UK and Ireland. Our vision is to be the trusted partner enabling enterprise-wide sustainable solutions to build better financial futures. Our strategy is to adopt an end-to-end, client centric and outcome-based approach.About your role A O365 intranet consultant role is required to work alongside an existing development team in India and co-ordinate with Business in UK who will manage the Global corporate intranet technologies. This is a high growth area within Fidelity and a number of new services and technologies will be introduced in the coming yearKey ResponsibilitiesExpert in understanding customer expectations and providing consultation on best approaches along with pros and cons corresponding to the problem .Recommendation on governance based on roadmap of the platform .Expert on SharePoint online design patterns and development on SPFX framework .Expert on O365 platform which includes building applications on SharePoint online Platform , Azure & MSTeams .Should have strong DevOps skillset specifically for SharePoint Platform .Expert SharePoint 2013 development capabilities . Very well versed with SharePoint hosted and Provider hosted app development Strong understanding of ASP.NET MVC concepts with SharePoint end to end development capabilities .Should be aware of master page , page layouts ,cross site publishing features , search , BCS etc .Should carry good experience of SharePoint search , display templates , jQuery .Building complex forms with HTML5/CSS3 & MVVM frameworks for JavaScriptHands-on UI development with cutting edge platform/frameworks (HTML5, ANGULARJS, Backbone ,CSS3, BOOTSTRAT etc.)Experience in SharePoint Online OOB development, design and Customization.Experience in Services, Content type, Search configuration, Managed Metadata, Taxonomy, Site creation and managing.Exposure in custom development with server side object model, Client side object model (CSOM) and JavaScript object modal (JSOM), web part development.Worked on SharePoint 2013 workflows in Visual studio and SharePoint designer.Good exposure on Power Automate and Power apps.Good Exposure to workflow toolsGood exposure on PowerShellWorked on Custom feature, permission, Content Type, List Definitions, Event Receivers and Timer Job, CAML queries, List & libraries and page layouts.Experience in Migration from SharePoint 2013 to SharePoint online.Experience with C#, ASP.NET 2.0, 3.5, 4.0 with implementing 3-tier architecture and SQL Server 2005, 2008 T-SQL, and SQL Reporting Services and RDLC.Experience in working with Scrum, agile model.Ability to work in a team with diverse backgrounds.Willing to learn and adapt to new opportunities and challenges.Experience on SharePoint 2013 site/app/component brandingRequirement analysis for new site/component designAbility to work effectively with minimal supervision in an environment where there are multiple projects, shifting priorities, and deadline pressure. Moreover should be able to lead on small scale projects with a team size of 3-4 developers .Uphold Governance and best practice on the SharePoint Intranet.Experience and QualificationsBE B-Tech MCA4-6 Years of relevant SharePoint 0365, Power Platform development experience.Essential Skills4-6 Years of relevant SharePoint development with lead experience of minimum 4 yearsStrong architectural knowledge of SharePoint platform and ASP.net , C# languageExperience in Power platform suitesExpert on jQuery , HTML5/CSS3, AngularJS, BootstrapExperience in developing MVVM based layers & structureExperience with portals, search customizations, content management, business process and enterprise social computingRequirement analysisBroad base of systems and technology delivery experienceExperience of mapping business requirements to software applicationsBasic essential understanding of infrastructure landscape databases, webservers (IIS preferably) etc.Desirable Skills ExperienceStrong customer focus with ability to manage customer expectations and deliveryAbility to estimate work and facilitate delivery to realistic deadlinesExcellent communication, presentation and negotiation skillsExperience with designing UI for portals, searches, content management systems, business process and enterprise social computing platforms preferredRequirement analysisBroad base of systems and technology delivery experienceExperience of mapping business requirements to software applicationsBasic essential understanding of infrastructure landscape databases, webservers (IIS preferably) etc.Proactive in assessing customer needsAbility to prioritise own activities and work under hard deadlinesTeam playerMotivated, flexibleAbility to work in virtual teams in a multi-cultural environment.
Not specified
INR 3.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Reports To Team Lead/Assistant ManagerLevel Grade 1About your teamThe India Retail Operations team is responsible for tending to all investment matters relating to UK & Continental Europe clients.Their roles include carrying out all instructions to invest, switch and redeem money accurately, swiftly and in full accordance with Fidelity's stringent regulatory requirements; and always working hard to provide excellent and efficient customer service to improve the Fidelity name. The function also caters to Reregistration and Transfers of units and cash. The team must ensure that the daily SLAs are met which may otherwise result into P&L and reputational impact for Fidelity. The team works on AAA related activities placing deals for the clients investing in the onshore product range.About your role Monitor and achieve service levels and ensure team completes operational tasks in accordance with defined procedures.Monitor teams performance viz. quality metrics, productivity, utilisation etc. Report on them along with performing periodic analysis.Drive first time right culture within the team and work closely with other teams to understand gaps and take timely actions.Identify and explain the dependencies between various teams and understand both downstream & upstream impact of the process!Processing the instructions e2e & helping the client with their journeyUnderstands and proactively mitigates the impact of risk.Drive & deliver process improvements in response to customer feedback trends, process gaps / issues.Should be able to manage process escalations on their ownAbility to process large volatile volumes to deadlines, whilst maintaining high standards of accuracyStrong attention to detail and excellent communication skillsSelf motivated and flexible with the ability to work in offshore shiftsWork towards achieving the relevant competency model for the roleFlexible to handle any ad-hoc business requirements.Proactive approach to problem solving and service improvementAbout youShould possess good understanding on Fidelity's services and products or should have Industry and competitor knowledge and how the same impacts the customer.A team player at both Management & Team levels with a positive approach to change managementShould be competent to process seamless client e2e journey & raise any challenges.Strong communicator,able to represent the team effectively at all levels.Have the ability to analyse data confidently, identify trends and potential areas of concern.Possess sound understanding of Risks, control, and regulatory aspect of the process.
Not specified
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
You role will be to use your skills (and the many skills you will acquire on the job) to develop our cloud solutions for the products and services we look after. We offer a complete service, so this includes support work as well as technical development work. Our goal is to provide the best possible service to our customers and so you will also be involved technical work to streamline our processes and provide self - service options where possible. We work in a highly regulated environment and so all solutions must be secure, highly available and compliant with policies. About you You will be a motivated, curious and technically savvy person who is always collaborative and keeps the customer in mind with the work you perform. Required skills are: - Practical experience of implementing simple effective cloud and/or database solutions - Practical working knowledge of fundamental AWS concepts, such as IAM, networking, security, compute (Lambda, EC2), S3, SQS/SNS, scheduling tools - Python, BOTO and SQL programming (Java Script a bonus) - Experience of delivering change through CI/CD (and ideally Terraform) - Ability to work on tasks as a team player, share knowledge and deal effectively with people from other company departments - Excellent verbal written communication in English
Not specified
INR 3.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Application Deadline: 20 April 2025 Job Description Title Senior Test Analyst Department ISS DELIVERY - DEVELOPMENT - GURGAON Location GGN Level 3 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our ISS Delivery team and feel like you re part of something bigger. About your team The Investment Solutions Services (ISS) delivery team provides team provides systems development, implementation and support services for FIL s global Investment Management businesses across asset management lifecyle. We support Fund Managers, Research Analysts, Traders and Investment Services Operations in all of FIL s international locations, including London, Hong Kong, and Tokyo About your role You will be joining this position as Senior Test Analyst in QA chapter, and therefore be responsible for executing testing activities for all applications under IM technology based out of India. Here are the expectations and probably how your day in a job will look like Understand business needs and analyse requirements and user stories to carry out different testing activities. Collaborate with developers and BA s to understand new features, bug fixes, and changes in the codebase. Create and execute functional as well as automated test cases on different test environments to validate the functionality Log defects in defect tracker and work with PM s and devs to prioritise and resolve them. Develop and maintain automation script , preferably using python stack. Deep understanding of databases both relational as well as non-relational. Document test cases , results and any other issues encountered during testing. Attend team meetings and stand ups to discuss progress, risks and any issues that affects project deliveries Stay updated with new tools, techniques and industry trends. About You Seasoned Software Test analyst with more than 5+ years of hands on experience Hands-on experience in automating web and backend automation using open source tools ( Playwright, pytest, Selenium, request, Rest Assured, numpy , pandas). Proficiency in writing and understanding complex db queries in various databases ( Oracle, Snowflake) Good understanding of cloud ( AWS , Azure) Preferable to have finance investment domain. Strong logical reasoning and problem solving skills. Preferred programming language Python and Java. Familiarity with CI/CD tools (e.g., Jenkins, GitLab CI) for automating deployment and testing workflows Feel rewarded
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