Senior Manager Investment Management Revenue

Senior Manager Investment Management Revenue

About the OpportunityJob Type: PermanentApplication Deadline: 31 August

Job Description

Title Sr Manager, IM Revenue

Department Revenue, Sales & Assets COE

Location Gurugram

Level Level - 6

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 team and feel like you're part of something bigger.

About your team

Finance is a global function at Fidelity International, with close to 300 dedicated employees and offices across 12 locations including UK, Germany, Bermuda, Australia, India and China. 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.

The role is with Revenue Centre of excellence (COE) and the primarily responsibility revolves around providing financial support, analysis and management information to the Board, the Global Operating Committee (GOC) and other senior members of FIL management including distribution and investment teams.

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 quarterly forecast process.

• Ownership of the management reporting hierarchy.

In addition to these group-wide responsibilities, we provide decision support to the onshore distribution finance and IM finance teams. This support majorly includes Revenue, AuM, Sales & Assets reporting, forecasting together with a significant amount of ad hoc analysis.

About your role
This role is an excellent opportunity to gain a broad understanding of the Distribution and Investment Management function and its role in FIL's Financial Services business, and to support the relevant stakeholders.

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 Distribution and 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 discrete and also be able to respond to complex data requests promptly and to a high standard. The applicant shall also be responsible for end to end support on global projects, changes and system enhancements within the agreed timelines. To this end, the individual will perform a variety of tasks including coordinating with various technology teams and stakeholders, planning and setting out data requirements, summarizing and communicating progress and status. This demanding role would perfectly suit a dynamic individual looking to work in a fast paced environment to ensure the smooth running of business critical reporting.

Key Responsibilities

• Partnering with leadership, BU, sales leaders, product teams, business finance teams to synthesize and deliver key KPI reporting requirements related to AuM, Sales, assets and Revenue.
• Managing key monthly deliverables for Investment Management business covering areas like Equity, Fixed Income, Real Estate & Multi-Asset, Private Assets etc. including revenue projections, accruals 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.
• Supporting the design and delivery of the Investment Management franchise view of FIL's P&L and automating its production.
• Managing the Investment Management structure in various systems and keeping abreast of organizational changes;
• Ownership of MPA solution and all related BAU queries and system enhancements.
• Leading monthly calls with distribution business finance to present Sales, asset, revenue analysis by business channels, budget holder etc.
• 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;
• Reporting on key KPIs related to AuM, New Sales, Net sales, Redemptions, ANNR and revenue (Distribution & IM).
• Working on ad hoc data requests based on business requirements.
• Will be involved in various change projects, focusing on business inputs for new launches, strategic programmes impacting AuM, Sales and Assets and Revenue datasets. Responsible for providing functional requirements. business testing and signoff.
• Responsible for maintaining a constructive and professional relationship with similar onshore grade levels as well as other key onshore and offshore stakeholders.

About you

Technical / Functional skills

• A qualified accountant/MBA with minimum 8-10 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 and understanding of the investment management function would be an advantage.

• Techno-Functional skills to understand the underlying data structures and systems involved in producing business outputs.

• 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.

• 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.

• Knowledge of Essbase, CFP, HFM, OBIEE, Tableau, Anaplan and JDE would be an advantage.

Essential skills

• Experience in managing the expectations of senior stakeholders

• Ability to complete multiple tasks against tight deadlines, able to prioritise and organise effectively

• Able to cope with sustained pressure

• Ability to embrace change and adapt quickly

• Keen to review processes and drive improvements.

• Ability to manage a high functioning team.

• Awareness of risk and controls framework to ensure adequate controls in the BAU process.

Business Facing

• Responding to the expectations of senior stakeholders in a timely manner;

• Strong written and verbal communication skills;

• Willingness to work additional hours and bank holidays as per business requirements;

• Ability to challenge conventional ideas/ status quo.

Teamwork

• Ability to work as part of a team and contribute towards team goals, but equally able to work independently and deliver results;

• Ability to grasp new concepts, assimilate information and deliver high quality solutions at speed;

• Flexible and adaptable, responds rapidly to change.

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

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

Experience LevelSenior Level

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