Lead Business Analyst

Job Description

Title Lead Business Analyst

Department      ISS Delivery

Location Gurgaon or Bengaluru, India

Reports To       Manager Business Analyst

Level 4

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 Investment Solutions and Services (ISS) Delivery team and feel like you're part of something bigger.

About your team

ISS Delivery provides the design and delivery of all changes in business process and/or technology solutions that support the growth for Fidelity's Global Investment Solutions & Services business. We support Investment Management, Asset Management Operations and Distribtion teams primarily located in London, Hong Kong, Tokyo, Toronto, Australia, Singapore and China.

About your role
Fidelity is embarking on  several strategic programs aimed at developing a comprehensive end-to-end solution to facilitate the next evolutionary stage of our Distribution Business. The successful candidate will join our Delivery & Change Team to support these programs, which cover areas such as Content Management, Client Onboarding, Client Reporting, Sales Toolkit, and Customer Relationship Management System.

As a business analyst, you will be responsible for:

• Business Requirements and Specifications: Identify and translate business needs into functional specifications.
• Documentation: Produce high-quality documentation for requirements gathering, business analysis, and process mapping/optimization.
• Collaboration: Collaborate with architects, engineers, and analysts in various locations to attain desired outcomes.
• Project Management & Delivery:
  • Collaborate with Product/Project Managers to develop project plans, identify risks and issues, participate in backlog grooming, prioritize tasks, and assist in iteration planning with the delivery team.
  • Overseeing end-to-end delivery of projects from inception through to completion.
• Stakeholder Engagement: Lead interactions with global sales and marketing stakeholders.
• Presentation and Reporting: Prepare presentation materials for senior leadership and support project status monitoring and reporting.
• Functional Expertise: Develop deep expertise in the specified business areas, stay updated with industry trends, and continuously improve the operating model.
• User Support and Training: Provide support and training to users on technology platforms and tools.
• Mentorship: Serve as a mentor or coach to junior business analysts within the team.

About you

With a solid background in the analysis, design and implementation of complex technology solutions, you're the specialist we need. You:

• Experience: Minimum 6 years of business analysis experience within the asset management industry or financial services/investment banking industry.
• Technical Skills & Industry Knowledge:
  • Experience with industry-standard software delivery life cycles, including both in-house built systems and vendor implementations.
  • Experience in Content Management Systems (built inhouse or vendor solution)
  • Working knowledge of databases and SQL queries.
  • A good understanding of the end-to-end asset management process and data.
  • Thorough understanding of different asset classes, including Equity, Fixed Income, and Multi-Assets.
• Communication Skills:
  • Effective communication and problem-solving skills to explain complex ideas to non-technical audiences.
  • Experience working with senior business stakeholders.
  • Strong problem-solving and teamwork skills.
• Education & Professional Qualifications:
  • B. Tech / B.E. or MBA (Finance) preferred
  • Relevant certifcations such as CFA, FRM, or CIPM being advantageous.
• Additional Skills (Nice to Have):
  • Familiarity with CRM systems, with Salesforce experience preferred.
  • Experience with sales and marketing tools such as Seismic, Marketo, Medallia, etc.
  • Knowledge of visualization tools like Tableau, Power BI, DOMO, etc.
  • Experience with third-party market data providers like Bloomberg, Morning Star etc.
  • Experience working in data platforms.
  • Experience in decommissioning & replacing legacy systems with strategic systems.

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