Client Reporting Solutions Specialist

Fidelity International; Gurugram District; Hybrid; INR 1,500,000 - 2,300,000; Full time

Job summary

Fidelity International is seeking a proactive Specialist – Client Reporting Solutions to balance BAU delivery with end-to-end business transformation. You will collaborate across business, operations, and technology to simplify and standardize reporting processes using data, AI, automation, and reengineering, while strengthening governance and risk management.

The role demands strong analytical, project management, and stakeholder management skills to translate business needs into practical

Qualifications

• Degree in Engineering, Technology, Finance or a related discipline.
• MBA with Engineering background preferred.
• 4–6 years of experience in Business Operations, Service Delivery or Business Transformation in Fund Administration / Asset Management / Investment Banking.
• Certifications in NCFM, Agile, SAFe, PMP, PRINCE2, Lean Six Sigma Green Belt preferred.
• Active use of AI-enabled productivity tools such as Microsoft Copilot, ChatGPT, Power Automate, or similar technologies.

Responsibilities

• Transform end-to-end business and delivery processes through simplification and automation.
• Identify opportunities to improve efficiency, quality, scalability and client outcomes using AI and data-driven insights.
• Design and implement sustainable process improvements with business and technology teams.
• Support BAU delivery to meet service levels and quality standards.
• Lead UAT planning and execution; apply SAFe/Agile principles to deliver change.

Skills

AI productivity tools

Process improvement

Fund accounting

Solution design

Agile/SAFe

JIRA

Reporting analytics

Risk management

Education

Engineering/Technology/Finance degree

MBA preferred

Tools

JIRA

Copilot/ChatGPT

Power Automate

Job description

About the Opportunity

Specialist - Client Reporting Solutions

Job Type: Permanent

Application Deadline: 21 October 2026

Job Description Title: Specialist - Client Reporting Solutions

Department: Global Client Reporting - Client Servicing Platfrom

Location: Gurugram / Bengaluru

Reports To: Director - Client Reporting Solutions

Level: 3

Introduction

We’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 team and feel like you’re part of something bigger.

About your team

Global Client Reporting produces high-quality financial and investment reports that provide clients with clear insight into fund performance, composition, and strategy. Our ambition is to deliver a reporting experience that is Client-centric, Efficient & Scalable and Insight-driven; enabled by centralised reporting SMEs. We operate as a single global team with a diverse talent base, united by our commitment to excellence and continuous improvement.

About your role

We are looking for a proactive and techno-functional Specialist – Client Reporting Solutions to balance Business-as-Usual (BAU) delivery with end-to-end business, change and delivery process optimization. Working across business, operations, and technology teams, you will support BAU, identify opportunities to simplify, and standardize processes by leveraging data, AI, automation, and process reengineering. The ideal candidate combines an agile mindset with strong analytical, project management, and stakeholder management skills to translate business needs into practical solutions. You will support change initiatives from solution design through implementation and UAT while strengthening governance, reporting, risk management, and operational capability to deliver sustainable business outcomes and continuous improvement.

About you

The successful candidate will be expected to perform the primary duties associated with this role. The responsibilities outlined below are provided as a high-level guide and may evolve over time to meet business and operational requirements.

Key Responsibilities

• Business Process Transformation Support end-to-end business and delivery process optimization through simplification, standardization, process reengineering, and automation.
• Identify opportunities to improve efficiency, quality, scalability, and client outcomes by leveraging AI, digital solutions, and data-driven insights.
• Liaison with business and technology teams to design and implement sustainable process improvements and operating models.
• Client Reporting Operations Support BAU delivery to meet service levels, quality standards, and business objectives.
• Support report preparation and delivery Take ownership of the assigned task, ensuring that reports are prepared / delivered accurately and timely.
• Design, enhance, and deliver reporting solutions aligned to business and client requirements.
• Analyse reporting requirements, assess operational impacts, and recommend scalable reporting and process solutions.
• Governance, Risk & Data Management Support governance through business reviews, performance reporting, and action tracking.
• Ensure robust data quality, reporting integrity, and compliance with governance standards.
• Identify operational risks, issues, and dependencies, driving mitigation plans and control improvements.
• Project Delivery & Change Support cross-functional business transformation initiatives from planning through implementation.
• Perform User Acceptance Testing (UAT), including test planning and execution.
• Apply Agile/SAFe principles to deliver change effectively and support successful business adoption.
• Capability Building & Stakeholder Management Prepare process documentation, standards, and knowledge assets to support operational excellence.
• Support knowledge sharing, and adoption of new tools, technologies, and ways of working.
• Build effective relationships with business, technology, operations, and client stakeholders.

Skills & Competencies

• Technical Expertise AI-enabled productivity tools and technology adoption.
• Business process improvement and BAU delivery.
• Financial instruments, Mutual funds, Fund Accounting and Reporting domain expertise
• Techno-functional solution design and delivery.
• Agile/SAFe methodologies and User Acceptance Testing (UAT); JIRA use expertise.
• Client Reporting, business analytics and data governance.
• Risk, issue, and quality management.

Professional Attributes

• Experience working within global, cross-functional environments.
• Good stakeholder engagement and relationship management skills.
• Strong analytical and Effective executive communication skills.
• Proactive, results-oriented, and committed to continuous improvement.
• Demonstrated ability to manage multiple priorities with attention to detail.
• High degree of ownership, accountability, and execution discipline.
• Capable of coordinating change across stakeholders.

Qualifications & Experience

• Degree in Engineering, Technology, Finance or a related discipline.
• MBA with Engineering background preferred.
• 4–6 years of experience in Business Operations, Service Delivery or Business Transformation in Fund Administration / Asset Management / Investment Banking domain.
• Certification in NCFM, Agile, SAFe, PMP, PRINCE2, Lean Six Sigma Green Belt preferred.
• Active use of AI-enabled productivity tools such as Microsoft Copilot, ChatGPT, Power Automate, or similar technologies.

Feel rewarded

For 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.

Experience Level Mid Level