Client Reporting Solutions Lead

3 weeks ago

gurugram, India FRI FIL India Business and Research Services Private Limited Full time

About the Opportunity

Job Type: PermanentApplication Deadline: 30 April 2024

Title: Client Reporting Solutions Lead

Department: Distribution

Location: Gurgaon, India

Reports To: Global Head of Client Reporting (Dublin Based)

Level: 7


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 Distribution team and feel like you are part of something bigger.

About your team - Client Reporting

Our aspiration is for our reporting service to be a key part of our client engagement, providing our clients with a unique and truly valuable reporting experience that delivers their reporting needs on their terms. We believe that creating a more streamlined, scalable, and simpler approach to client reporting enables us to showcase our investment capabilities and stand out vs. our peers.

Our  global client reporting model  will be  scalable  and  efficient, enabled by a  centralised set of reporting SMEs  
We will deliver  against  new market  and  client demands.  We will have a  deep understanding  of our clients’ reporting requirements

About your role

 
The Client Reporting Solutions Lead works directly with the Global Head of Client Reporting and reporting leads globally and provides governance and operational readiness support for Client Reporting, working closely with Distribution (including Sales, Client Relationship and Client Service teams) and Technology heads. The individual will be responsible for client reporting change management, governance, risk, and data oversight in support of the client reporting strategy and ongoing improvements to the operating model.

Managing stakeholders from across Fidelity is a key component of this role as well as demonstrating a broad knowledge and experience of operations and strategic development for continuous evolution of the reporting function.

What you will do

Play a central and strategic role in implementing our client reporting strategy Forge strong relationships with internal stakeholders demonstrating exceptional influencing skills and the ability to balance multiple, often conflicting priorities Support the prioritisation of new client reporting and change requests facilitating discussions with regions to manage expectations Support the framework and model for horizon scanning to understand future regulatory and client demand Support the development of a client reporting catalogue Have responsibility alongside the global head of client reporting for the risk and control environment Input into internal governance forums and ensure our data oversight process is in place Support controls testing, internal audits, compliance reviews as well as supporting and conducting due diligence reviews Work closely with Technology to ensure that our systems are developed to accommodate reporting requirements and process improvements Ensure that all client reporting projects are supported and delivered upon in conjunction with the various change and automation teams Ensure the function’s management reporting and performance metrics are best in class to support management reporting and planning

About you

A senior leader with a track record in delivering and functioning in a complex environment Experienced in working within a global team, one that is operating across multiple business areas at any given time Can demonstrate strong relationship management and influencing skills – having the proven ability to handle complex, diverse and multi layered relationships Transformation mindset – Innovative approach to the creation of new reporting capabilities supporting continuous improvement across reporting activities Project management, strategic planning, and delivery Understands reporting data, derivations of data and management of reporting data Have strong decision making and conflict management skills, taking full ownership for delivery with minimum direction needed An ability to analyse and understand complex reporting requirements and work with key stakeholders to determine impacts to current and future processes An ability to work at differing levels of detail, both big picture concepts and complex detailed issues Experience of effectively leading teams through operational and technology change initiatives whilst maintaining operational service standards Calm and confident when dealing with complex operational issues ensuring satisfactory resolution of issues An effective approach to risk management with a focus on developing control frameworks An excellent communicator at all levels with experience of chairing senior forums Excellent relationship building skills with key stakeholders and business partners Client outcome focus

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.

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