Pi & Advisory Operations Associate
2 days ago
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
-
Pi & Advisory Operations Associate
2 days ago
Gurugram, Haryana, India Fidelity International Full timeAbout 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:...
-
Financial Reporting Associate
1 week ago
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 timeWe 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 timeJob 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...
-
Market Research Operations Associate
2 days ago
Gurugram, Haryana, India Inizio Advisory Full timeInizio 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...
-
Associate Operations
4 days ago
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....
-
Associate Operations
4 days ago
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...