Lead Business Analyst

Fidelity International; Gurugram District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Fidelity International in India is seeking a Lead - Business Analyst to drive requirements for client reporting, billing, data and CRM technology.

You will mentor junior BAs, liaise with global teams, translate business needs into system specs, and contribute to the BA community. The role requires 8+ years in financial services, strong SQL, analytics, and experience with OBIEE/Tableau/Power BI, along with Agile delivery.

Qualifications

• 8+ years in Financial Services with investment management domain experience.
• Strong knowledge of business analysis methodologies and Agile delivery.
• Experience collaborating with global teams across regions.

Responsibilities

• Identify and document business requirements for client reporting, billing, and data platforms.
• Translate business needs into system requirements and design specifications.
• Mentor BAs and contribute to capability development within India.
• Review test plans and participate in system and user acceptance testing.
• Collaborate with Product/Project managers to manage risks, plans, and priorities.

Skills

Business Analysis

Stakeholder Management

SQL

Data Visualization

Education

B.Tech/B.E.

MBA (Finance)

Tools

Oracle SQL

OBIEE

Tableau

Power BI

Job description

About the Opportunity

Job Type: Permanent

Application Deadline: 31 August 2026

Job Description Summary

Job Description

Title: Lead - Business Analyst

Department: Client Technology

Location: GGN

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.

Department Description

The Distribution & Client Technology department comprises of Client Reporting, Client Billing, Data and CRM Technology teams that enable and support the business in the UK, EMEA and Asia Pac regions and is a strategic area targeted for growth over the coming years. The Distribution & Client Technology has been acting as the key enabler for the business in achieving their goals. The portfolio of projects will include a large collection of strategic initiatives as well as tactical ones to support day-to-day operations and strengthen the environment.

Purpose of your role

This is for an opportunity in the Business Analysis team in the Distribution & client technology team. team is responsible for designing and building out solutions for client servicing and sales team across the globe. Landscape of applications client reporting, client billing, sales, client servicing functions. These platforms ensure availability of consistent data across all client reporting applications and offer best in class tools and solutions that run on advanced applied technologies.

Lead Business Analyst is a key role within the team and the successful candidate will liaise with the various business and systems groups to assist the application development and support from India. In addition, the manager BA would be expected to contribute to the development of business analysis capability in India, provide thought leadership to identify functional innovation opportunities, resolve functional issues, impart business knowledge to the systems’ team members and contribute to the global BA community.

Key Responsibilities

• Identifying and documenting Business Requirements
• Understanding existing systems functions and liaison with Business teams
• Prepare or assist in preparation of Business Requirements documents
• Translating Business Requirements to System Requirements
• Analyse existing systems and understand the business process, data and visualisations required to support the same.
• Ability of understand & analyse data in order to suggest appropriate visualisation for reports, screens and dashboards
• Should be able to correlate information and design/Mock-up reports, screen and dashboards accordingly
• Build solution documents to support data acquisition, management and consumption for end consumers
• Liaise with internal system owners and/or 3rd party data providers to develop effective strategy for acquiring data
• Mentor team of BAs and help build Analysis capabilities across multiple projects
• Review test plans and participating in system & business testing activities and acceptance of new stories & features on IT products in an Investment Management context.
• Support business in preparation of user test procedures and user acceptance testing
• Work with Product/Project Managers to establish project plans and identify Risks & Issues impacting the project, particularly the Analysis stream. Be part of backlog grooming and prioritisation and help drive Iteration planning sessions with the delivery team.
• Provide pre-implementation and post-implementation support to the systems and business teams
• Be the functional champion for the identified business areas - build deep expertise on FIL business processes & domain expertise, lookout for industry patterns and have the ability to sense what’s coming up in the near future.
• Serve as mentor/coach to more junior business analysts on assigned program or within the broader Solution Delivery organization

Experience and Qualifications Required

About 8+ years of total experience with most of it in Financial Services and experience in Investment Management front office domain covering research, portfolio management, trading, risk, attribution, analytics etc.

B. Tech / B.E. or MBA (Finance) preferred

Exposure to structured software development life-cycle methodology (preferably Agile or Iterative development) & Production Support processes

Experience of working with multi-cultural teams in a geographically diverse environment

A good understanding of the overall investment process and data needs of investment firms

Experience of working in Fixed Income - Portfolio Management, Research applications or Trading programmes.

Thorough understanding of different asset classes – Equity, Fund of Funds, Fixed Income, Derivatives

Basic knowledge of technology, third party products and their usage within Investment Management domain

Must possess working knowledge of database technologies to query / write SQL on standard databases like Oracle.

Knowhow of industry technology trends and cloud technologies - AWS, APIs, Snowflake, Python etc.

Must be an expert in using MS Office products like Visio and Excel

Nice to have skills include

• Experience of working with 3rd party market data providers like Bloomberg, Reuters etc.
• Working knowledge of reporting tools like OBIEE and other visualisation tools like Tableau, Power BI, DOMO etc
• Experience of working in data platforms
• Experience of re-engineering legacy systems
• Experience in client billing function or systems in investment management domain

We are looking for the following characteristics in the candidate

• Strong problem solving skills with the ability to think laterally to arrive at a solution
• Must have an eye for detail and analyse/relate to the business problem in hand
• Excellent communication, presentation and negotiation skills
• Ability to develop & maintain good relationships with all business and systems stakeholders
• Strong customer awareness with ability to manage customer expectations
• Flexible and positive attitude, openness to change
• Self-motivation is essential, should demonstrate commitment to high quality solution
• Ability to learn and quickly get familiar with a complex business and systems environment
• Candidate must be willing to travel overseas at short notice for the duration necessitated by project needs