Senior Manager - Business Analysis

Fidelity International; Gurgaon; On-site; INR 2,800,000 - 5,600,000; Full time

Job summary

Fidelity International in Bengaluru, India, invites applications for a Senior Manager - Business Analysis to shape the vision and delivery of AI-powered investment research and sustainability solutions.

You will collaborate with Portfolio Managers, Analysts and engineers across global teams to drive GenAI-enabled research workflows, advanced analytics and responsible AI practices, delivering measurable business value for Fidelity’s clients.

Qualifications

• 10+ years delivering technology, product or transformation initiatives in Investment Management.
• Experience owning and delivering front-office technology, digital or AI-enabled solutions.
• Strong knowledge of research, sustainability and portfolio management workflows.
• Experience with AI-powered solutions, including LLMs, RAG, AI assistants, agentic workflows.
• Degree-level education; CFA/FRM/CIPM advantageous.

Responsibilities

• Shape vision, roadmap and prioritisation of AI-powered products for Research & Sustainability workflows.
• Partner with Portfolio Managers, Analysts and senior stakeholders to identify opportunities that improve investment decision-making and research productivity.
• Lead transformation of research and sustainability workflows through Generative AI, agentic workflows and advanced analytics.
• Define and prioritise product requirements, success metrics and business outcomes, ensuring value delivery and adoption.
• Collaborate with Product Managers, Architects, Engineers and Data Scientists to design and deliver scalable, secure AI-enabled solutions.
• Shape future-state operating models and drive the adoption of AI-enabled ways of working across global investment teams.
• Ensure solutions comply with enterprise architecture, data governance, regulatory requirements and Responsible AI standards.
• Evaluate emerging technologies and external partners to support Fidelity’s strategic investment technology agenda.

Skills

Investment Management

Product management

AI/ML solutions

Stakeholder management

Cross-functional leadership

Communication skills

Education

Degree-level education

CFA/FRM/CIPM (advantageous)

Tools

Bloomberg

FactSet

MSCI

Morningstar

Job description

About the Opportunity

Job Type: Permanent

Application Deadline: 20 September 2026

Job Description

Title Senior Manager - Business Analysis

Department AMP Platform, Research & Sustainability

Location Bengaluru, India

Reports To Associate Director, Business Analyst

Level 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 Asset Management Platform (AMP) Delivery team and feel part of something bigger.

About your team

AMP Delivery is responsible for 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 partner with Investment Management, Asset Management Operations and Distribution teams across London, Hong Kong, Tokyo, Toronto, Australia, Singapore, and China.

The Research & Sustainability team delivers strategic initiatives that enhance investment decision-making through modern research workflows, investment data platforms, sustainability capabilities, advanced analytics, and AI-powered solutions. We are increasingly leveraging Large Language Models (LLMs), frontier AI models, and agentic workflows to transform how investment professionals discover insights, conduct research, and make investment decisions across Equities, Fixed Income, and Multi-Asset.

About your role
Fidelity is investing in several strategic programmes to transform the way investment professionals discover insights, conduct research, manage portfolios, and deliver superior client outcomes.

As the Senior Manager - Business Analysis within the Research & Sustainability team, you will shape the vision, strategy and delivery of AI-powered products that transform how investment professionals discover insights, conduct research and make investment decisions. Working closely with Portfolio Managers, Research Analysts, Sustainability teams, Architects and Engineers, you will define and deliver next-generation capabilities leveraging Generative AI, agentic workflows and advanced analytics to create measurable business value across global investment teams.

Key Responsibilities

In the role, you will:

• Shape the vision, roadmap and prioritisation of AI-powered products and capabilities supporting Research & Sustainability workflows.
• Partner with Portfolio Managers, Research Analysts, Sustainability teams and senior stakeholders to identify opportunities that improve investment decision-making, research productivity and workflow efficiency.
• Lead the transformation of research and sustainability workflows through Generative AI, agentic workflows, advanced analytics and modern investment data platforms.
• Define and prioritise product requirements, success metrics and business outcomes, ensuring solutions deliver measurable value, user adoption and operational efficiency.
• Collaborate with Product Managers, Architects, Engineers and Data Scientists to design and deliver scalable, secure and reusable AI-enabled solutions.
• Shape future-state operating models and drive the adoption of AI-enabled ways of working across global investment teams.
• Ensure solutions comply with enterprise architecture, data governance, regulatory requirements and Responsible AI standards.
• Evaluate emerging technologies, AI capabilities and external partners to support Fidelity’s strategic investment technology agenda.

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 bring:

• 10+ years’ experience delivering technology, product or transformation initiatives within Investment Management, covering Research, Sustainability and Portfolio Management.
• Proven experience owning and delivering complex front-office technology, digital or AI-enabled solutions from discovery through implementation.
• Strong understanding of research, sustainability, portfolio management and investment decision-making workflows with key emphasis on Fixed Income investment products including Corporate Bonds, Government Bonds, Credit, Money Markets and related securities.
• Experience delivering AI-powered solutions, including Large Language Models (LLMs), Retrieval Augmented Generation (RAG), AI assistants, agentic workflows and knowledge discovery platforms.
• Demonstrated product management experience, including product strategy, roadmap development, prioritisation, backlog management and value realisation.
• Strong stakeholder management skills, with the ability to influence senior investment, business and technology leaders across global teams.
• Knowledge of investment data providers and platforms, such as Bloomberg, FactSet, MSCI and Morningstar, as well as similar research ecosystems.
• Excellent communication, problem-solving and collaboration skills, with experience leading cross-functional teams in a global environment.
• Strong commercial acumen, with the ability to define product success measures and demonstrate business value from technology and AI investments.
• Degree-level education; CFA, FRM, CIPM or related professional qualifications would be advantageous.

You’ll play a key role in shaping the next generation of investment management capabilities by combining product leadership, investment domain expertise and AI-driven innovation. Working with colleagues across multiple regions and asset classes, you’ll help deliver solutions that enable better investment decisions, improve operational efficiency, and create long-term value for our clients.

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.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.