Senior Analyst - Client Reporting Solutions

Fidelity International; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Fidelity International in Gurugram seeks a skilled professional to manage BAU reporting, client reporting outcomes, and data-driven improvements. You will own reports, validate data quality, and apply AI-enabled tools to enhance productivity while aligning with governance standards.

The role emphasizes cross-functional collaboration across fund administration, asset management, and investment banking domains, with a focus on process documentation and continuous improvement.

Qualifications

• 2–4 years of experience in Business Operations, Service Delivery or Business Transformation in Fund Administration / Asset Management / Investment Banking domain.
• Active use of AI-enabled productivity tools such as Microsoft Copilot, ChatGPT, Power Automate, or similar technologies.

Responsibilities

• Support BAU delivery to meet service levels, quality standards, and business objectives.
• Take ownership of the assigned task, ensuring that reports are delivered accurately and timely.
• Deliver reporting solutions aligned to business and client requirements.
• Analyse reporting requirements and assess operational impacts of and proposed solutions.
• Contribute to opportunities for client reporting outcomes by leveraging AI, digital solutions, and data-driven insights
• Check data quality, reporting integrity, and compliance with governance standards.
• Report operational risks, issues, and dependencies.
• 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.
• Prepare process documentation, standards, and knowledge assets to support operational excellence

Skills

Stakeholder engagement

Analytical skills

Executive communication

Ownership & execution

Education

Engineering degree

MBA preferred

Tools

JIRA

Job description

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

• Support BAU delivery to meet service levels, quality standards, and business objectives.
• Take ownership of the assigned task, ensuring that reports are delivered accurately and timely.
• Deliver reporting solutions aligned to business and client requirements.
• Analyse reporting requirements and assess operational impacts of and proposed solutions.
• Contribute to opportunities for client reporting outcomes by leveraging AI, digital solutions, and data-driven insights
• Check data quality, reporting integrity, and compliance with governance standards.
• Report operational risks, issues, and dependencies.
• 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.
• Prepare process documentation, standards, and knowledge assets to support operational excellence

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, data quality.

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.
• 2-4 years of experience in Business Operations, Service Delivery or Business Transformation in Fund Administration / Asset Management / Investment Banking domain .
• Active use of AI-enabled productivity tools such as Microsoft Copilot, ChatGPT, Power Automate, or similar technologies.