Key Responsibilities

Business Process Transformation

- Support end-to-end business and delivery process optimization through simplification, standardization, process reengineering, and automation.

- Identify opportunities to improve efficiency, quality, scalability, and client outcomes by leveraging AI, digital solutions, and data-driven insights.

- Liaison with business and technology teams to design and implement sustainable process improvements and operating models.

Client Reporting Operations

- Support BAU delivery to meet service levels, quality standards, and business objectives.

- Support report preparation and delivery

- Take ownership of the assigned task, ensuring that reports are prepared / delivered accurately and timely.

- Design, enhance, and deliver reporting solutions aligned to business and client requirements.

- Analyse reporting requirements, assess operational impacts, and recommend scalable reporting and process solutions.

Governance, Risk &

- Data Management

- Support governance through business reviews, performance reporting, and action tracking.

- Ensure robust data quality, reporting integrity, and compliance with governance standards.

- Identify operational risks, issues, and dependencies, driving mitigation plans and control improvements.

Project Delivery &

- Change

- Support cross-functional business transformation initiatives from planning through implementation.

- Perform User Acceptance Testing (UAT), including test planning and execution.

- Apply Agile/SAFe principles to deliver change effectively and support successful business adoption.

Capability Building &

- Stakeholder Management

- Prepare process documentation, standards,



and knowledge assets to support operational excellence.

- Support knowledge sharing, and adoption of new tools, technologies, and ways of working.

- Build effective relationships with business, technology, operations, and client stakeholders

Skills &

- Competencies

Technical Expertise

- AI-enabled productivity tools and technology adoption.

- Business process improvement and BAU delivery.

- Financial instruments, Mutual funds, Fund Accounting and Reporting domain expertise

- Techno-functional solution design and delivery.

- Agile/SAFe methodologies and User Acceptance Testing (UAT)
- JIRA use expertise.

- Client Reporting, business analytics and data governance.

- Risk, issue, and quality management.

Professional Attributes

- Experience working within global, cross-functional environments.

- Good stakeholder engagement and relationship management skills.

- Solid analytical and Effective executive communication skills.

- Proactive, results-oriented, and committed to continuous improvement.

- Demonstrated ability to manage multiple priorities with attention to detail.

- High degree of ownership, accountability, and execution discipline.

- Capable of coordinating change across stakeholders.

Qualifications &

- Experience

- Degree in Engineering, Technology, Finance or a related discipline. MBA with Engineering background preferred.

- 2-7 years of experience in Business Operations, Service Delivery or Business Transformation in Fund Administration / Asset Management / Investment Banking domain.

- Certification in NCFM, Agile, SAFe, PMP, PRINCE2, Lean Six Sigma Green Belt preferred.

- Active use of AI-enabled productivity tools such as Microsoft Copilot, ChatGPT, Power Automate, or similar technologies.

📌 Client Reporting (Gurugram)
🏢 Fidelity International
📍 Gurugram