Manager, Investment Management Business Finance

Job Description

Title                 Manager, Investment Management Business Finance

Department      Financial Insight and Decision Support Team

Location          Gurugram, India

Reports To       Senior Manager

Level                Business Finance-5

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 the Finance Shared Services team and feel like you’re part of something bigger.

About your team

Finance is a global function at Fidelity International, the Finance Department supports the management of the business in the achievement of business goals and objectives, and improves shareholder value by ensuring the timeliness, accuracy, integrity, consistency and relevance of financial information, in relation to the business decision-making process.

Within Finance, the Investment Management Business Finance team is part of the FIDS team who are responsible for providing financial analysis, information, forecasting and insight to senior Investment Management leaders, as well as to the IMLT and other relevant IM management committees.

A large proportion of the team’s activity is focused on:

• Continuously striving to make our regular reporting as informative as possible;
• Supplying valuable analysis to support debate and decision-making at GOC and other senior management meetings;
• Co-ordinating FIL’s Annual Forecasts
• Ownership of the management reporting hierarchy.

In addition to these group-wide responsibilities, we provide local business finance support to the Chief Investment Officer of various asset classes managed by Fidelity.

About your role
 

This role is an excellent opportunity to gain a broad understanding of the Investment Management function and its role in FIL’s Financial Services business, and to support the Investment Management Committee members (IMC) who manage the Investment Management function.

The successful applicant will be exposed to a large amount of ad hoc analysis over and above regular deliverables and should have the expectation that ad hoc analysis of any part of the IM business can be requested at very short notice.  This can include sensitive data.  Consequently, there is the expectation that the successful application will be discreet and also be able to respond to complex data requests promptly and to a high standard.

Key Responsibilities

• Managing key monthly deliverables for Investment Management business covering areas like Equity, Fixed Income, Real Estate & Multi-Asset, Private Assets etc. including cost reporting, headcount reporting, projections, accruals, sub-advisory forecasts and allocations across Europe and Asia; ensuring all standard deliverables are turned out on time, to a consistently high quality as well as ensuring ad hoc deliverables are turned out to expectation or higher in a timely manner
• Performing asset reconciliation and maintaining / reviewing the cost of Investment Management model;
• Designing and delivering the Investment Management franchise view of FIL’s P&L and automating its production; running cost and allocation models for its delivery.
• Managing the Investment Management structure in various systems and keeping abreast of organizational changes;
• The preparation of budgets/ forecasts based on discussions with business heads and ensuring accurate & timely submissions;
• Identifying, designing and implementing process improvement initiatives for increased efficiency.
• Providing input to the relevant Global Process Owners (GPO) to create efficiencies through cross-region process standardization;
• Working with global business finance teams (based in UK, Europe, Asia and India) to facilitate integration across various groups;
• Working on key initiatives / ad hoc data requests based on business requirements.
• Working on one of the important KPI of Net sales and revenue by PM
• Will be involved in the IM Project, focusing on automation and creating efficiencies primarily on the franchise view of P&L
• Responsible for maintaining a constructive and professional relationship with similar onshore grade levels as well as other key onshore and offshore stakeholders.

About you

• A qualified accountant/MBA with minimum 7-10 years’ experience.
• Experience of FP&A / business finance roles (including deep experience of MI, forecasting, business case evaluation and provision of financial analysis) would be a significant advantage.
• Experience of the asset management industry would be an advantage.
• Highly accomplished writing skills and experience of writing financial commentary for senior stakeholder consumption.
• High level of attention to detail yet also able to see the big picture.
• Strong analytical skills, proven ability to assimilate large and complex data sets and distill and articulate key facts or themes for senior management consideration.
• Pro-active self-starter, able to multi-task and prioritise under pressure.
• Collaborative operating style with a focus on working together with others to achieve great outcomes for the business as well as recognition for all those contributing to the team’s success.
• Able to command high levels of respect from stakeholders and peers.
• Knowledge of Essbase, CFP, HFM, OBIEE, Tableau, Power BI and Anaplan would be an advantage.

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.

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