Pi & Advisory Operations Associate

2 days ago


Gurugram Haryana, India Fidelity International Full time

About the Opportunity

**Job Type**: Permanent

Application Deadline: 31 May 2025

Job Description

Title: PI & Advisory Operations Associate

Department: Personal Investing (PI) & Advisory Operations - India Team for Germany

Location: Gurgaon, India

Reports To: Head of Personal Investing (PI) & Advisory Operations - India Team for Germany

Why Fidelity?

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 [insert name of team/ business area] team and feel like you’re part of something bigger.

Department Description

The German Customer Operations department is part of Global Personal Investing and Advisory Operations (GPIA Operations). Operations in Germany supports profitable business growth by continuously improving operational processes and the overarching operating model. The department aims to deliver an outstanding customer experience and works collaboratively with Technology, Client Services and Sales (cross-functional approach). As PI & Advisory Operations in Germany is embedded into the global Operations unit of the group, the German team is able to access additional resources and knowledge to continuously improve operational processes and follow a digital first approach.

Purpose of the Role

PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax. This role covers core client set-up and maintenance activity.

Key Responsibilities

Set-up and maintenance of client accounts.

Maintenance of client details (e.g. name, address and bank details).

Deletion of client information.

Completion of data cleansing activities to adhere to data accuracy and consistency requirements.

Ensure that quality and productivity standards are adhered to.

Experience and Qualifications Required

Fluency in German and English

Good numeracy and attention to detail

Process and continuous process improvement knowledge

Client-centricity

High level of quality assurance and risk awareness

Motivation and collaboration

Feel rewarded



  • Gurugram, Haryana, India Fidelity International Full time

    About the Opportunity **Job Type**: Permanent Application Deadline: 01 July 2025 Job Description Title: PI & Advisory Operations Associate Department: Personal Investing (PI) & Advisory Operations - India Team for Germany Location: Gurgaon, India Reports To: Head of Personal Investing (PI) & Advisory Operations - India Team for Germany Why...

  • Advisory Associate

    6 days ago


    Gurugram, Haryana, India Aurora Energy Research Full time

    **Description**: Based in Gurugram, you will be a senior member of the Indian advisory team at Aurora, delivering cutting-edge advisory services for clients across the energy transition. You will manage junior colleagues in developing insights to help clients make better strategic and investment choices. You will support all aspects of client engagement:...


  • Gurugram, Haryana, India 4X4 Advisory Service Private Limited Full time

    **Job Title: Financial Reporting Associate** **Location**: Gurgaon **Department**: Finance **Reports To**: Finance Manager / Financial Controller **Job Summary**: **Key Responsibilities**: - Prepare and review monthly, quarterly, and annual financial statements in compliance with IFRS. - Assist in the consolidation of group financial reports (if...

  • Tax Associate 2

    3 hours ago


    Gurugram, Haryana, India RSM US LLP Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...

  • Progression Incharge

    2 weeks ago


    Gurugram, Haryana, India K.R. Mangalam University Full time

    **Job Category**:Non - Faculty **Job Type**:Full Time **Required Experience**:1-2 Years **Job Location**:Gurugram **Job Title**: Progression Incharge (PI) - Academic Success Tracking **About the Role**: We are seeking a dedicated and detail-oriented Progression Incharge (PI) to monitor, track, and ensure the academic success of our students. The PI will...

  • Team Member

    2 days ago


    Gurugram, Haryana, India PI Industries Ltd. Full time

    **Position Description**: **Business Division**:Corporate**Department**:Secretarial**Location**:Corporate Office**Position Title**:Team Member - Secretarial**Level**:Junior Management**Reporting to**: (Group) Company Secretary**Position Purpose**: - The team member in the (Group) Company Secretary's team plays a crucial role in ensuring the smooth operation...

  • Associate GST

    1 week ago


    Gurugram, India 4s Advisory Full time

    Job Description Position Overview: The GST Associate will be responsible for ensuring compliance with all GST regulations, maintaining accurate documentation, supporting audits, and assisting in process improvements. This role requires a keen understanding of GST laws, strong analytical skills, and effective communication to ensure smooth coordination...


  • Gurugram, Haryana, India Inizio Advisory Full time

    Inizio is a strategic partner for health and life science businesses. Inizio unlocks the value of healthcare innovation by connecting best-in-class strategic, analytic, and creative capabilities. We bridge scientific knowledge, market intelligence, actionable data, cutting-edge tech, and creative execution - to provide the tailored skills and support that...


  • Gurugram, Haryana, India S&P Global Full time

    **Associate Operations**: - Gurgaon, India - Operations Group - 317668 **Job Description**: **About The Role**: **Grade Level (for internal use)**: 07 **The Team**:S&P Global’s Enterprise Solutions brings together solutions that help customers comply with regulatory requirements while reducing the risk, cost, and complexity of running their businesses....


  • Gurugram, Haryana, India S&P Global Full time

    **About the Role**: **Grade Level (for internal use)**: 07 **The Team**: S&P Global’s Enterprise Solutions brings together solutions that help customers comply with regulatory requirements while reducing the risk, cost, and complexity of running their businesses. In addition, it offers a diverse range of solutions in the lending market. The Financial...