Assistant Manager

Title Assistant Manager-Revenue, Sales & Assets COE

Department     Revenue, Sales & Assets COE 

Location Gurgaon

Reports To      Kriti Patwal

Level   

About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $608.7billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $437 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. Find out more about what we do, our history, and how you could be a part of our future at

Our clients come from all walks of life and so do we.  We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

About your team

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

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 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 local business finance support to the Chief Financial Officer. This support majorly includes Revenue, sales & Assets reporting, forecasting together with a significant amount of ad hoc analysis.

About your role

Need a highly motivated Individual, who will be managing critical reporting for FIL's senior management , handling day to day data issues and acting upon various ad-hoc requests under tight timeframes. The role is intended to provide an appropriate level of Business Finance support in the monthly reporting, quarterly reporting, forecasting and ad-hoc analysis support.

He/she would have to ensure compliance to all agreed internal and external SLAs and requirements. 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.

About you

• Evaluating revenue structures and budgetary impact of the proposed changes.
• Tracking implementation progress and reporting back to management.
• Supporting change-related activities and support required to functional management
• Supporting change projects across  Revenue COE  & Wider Business Finance team
• Ability to optimize our business processes and organizational structure to increase business efficiency
• Ability to liaise with staff, management, and the project team to maximize change efficacy and adoption.
• Collaborating with management to gather and analyse operational information.
• Preparing change management strategies to reduce expenses, increase revenue, and maximize efficiency.
• Provide various ad hoc analyses to the business under challenging time frames.
• Work closely with the global business finance team in the UK, Europe, Asia and India.
• Responsible for ensuring all standard deliverables are turned out on time, to consistently high quality, and ensuring ad hoc deliverables are turned out to expectation.
• Responsible for working in an extended (offshore-onshore) global team model and focusing on CFO goals with input from the functional manager and extended team where required.

Experience and Qualifications Required

Technical/Functional

• A qualified accountant/MBA with 6 years' experience.
• Proficient with Microsoft Excel, Power BI and Powerpoint
• Knowledge of SQL and CFP would be an advantage.
• Good financial analysis skills including knowledge of accounting principles and industry-standard packages

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
• Excellent written and verbal communication skills
• Shows attention to detail and an appetite to dive into issues in-depth as needed
• Good at numbers and able to co-relate data/ information.
• Keen to review processes and drive improvements.

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 also able to work independently;
• Ability to complete multiple tasks against tight deadlines, able to prioritise and organise effectively;
• Ability to grasp new concepts, assimilate information and deliver high quality solutions at speed;
• Resilient, energetic and enthusiastic;
• Able to cope with sustained pressure;
• 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