India Job Openings

Fidelity International

Senior Manager Revenue, Sales and Assets COE

Gurgaon

FULL TIME

September 16, 2024

About the Opportunity
Job Type: Permanent
Application Deadline: 10 October 2024
Job Description

Title Senior Manager Revenue, Sales and Assets COE
Department Financial Control
Location Gurgaon
Reports To Director - Revenue Control and Billing
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 Financial Control team and feel like you’re part of something bigger.
About your team
Revenue Sales and Assets COE is responsible for providing financial analysis, information and insight to senior leaders within,Distribution ,Operations, Investment Management and Corporate functions, as well as to the FIL board and the Global Operating Committee as a whole. The team is also responsible for corporate KPI and revenue, sales and assets reporting and for maintaining all revenue sales, assets and subadvisory accounts data globally.
About your role
This role will be the steward of key company metrics - sales, assets, AUM and Revenue and Subadvisory revenue , owning the full cycle of reporting from infrastructure to data storytelling. This role will partner with our leadership team and work with teams across the business to drive actionable insights and business impact.Own the relationship with CFO Technology/ ISS /WPFH/Corporate enabler partners to ensure that Data Quality Controls / Assurance processes are developed in line with the ongoing evolution of processes that produce CFO Data within the Data Subject area. Own the Relationship with upstream Source Data / System owners outside of CFO, such as Fund Accounting / ICR teams, and facilitate the remediation of Source Data Quality issues that impact the CFO Data Subject Area.
  • This role involves managing accounting and reporting of sub advisory fees flows calculations and reporting for complex fund structures. Active involvement in process re- engineering / transformation projects involving sub advisory fees
  • People management and oversight [ Sales , Assets ,Revenue Reporting and Sub-advisory Revenue]
  • Oversight of business deliverables transitioned to the COE (business finance deliverables for COE for India & Dalian)
  • Onboarding key KPIs and reporting for New Products and Strategic Initiatives
  • Providing functional [SME] expertise on the Sales and Assets data improvement program
  • Driving global alignment across India and Dalian, ensuring that the team's efforts are aligned with the broader strategic goals of the organization
  • More focused stakeholder management, including regular engagement with key stakeholders to understand their needs and deliver decision support
  • Streamlining global processes and eliminating redundancies, identifying areas where processes can be optimized and driving the necessary changes
This role will work cohesively with ISS, WPFH, Enterprise and Corporate enabler partners to provide key analyses and recommendations on both short term and long-term strategic initiatives, operational improvement projects, and other business priorities.
With a combination of commercial knowledge, analytical expertise, data and system knowledge and business insight, answer and anticipate critical business questions and opportunities and deliver insights to the business in ways that make significant impacts.
Key Responsibilities
The roles and responsibilities will be as follows:
Subadvisory Revenue
This role involves managing accounting and reporting of sub advisory fees flows calculations and reporting for complex fund structures. Active involvement in process re- engineering / transformation projects involving sub advisory fees.
The role will involve following key responsibilities (but not limited to):
  • Understanding the complex fund and sub-advisory fee flow structures of FIL
  • Ensuring correct transfer pricing calculations sub advisory fees, accounting and reporting of global sub-advisory fee.
  • Analysing Sub-Advisory fee and AUM trends and explaining variances
  • Support group year end requirements
  • Work closely with the global financial control teams across UK, Europe, Asia and Bermuda
  • Liaising with various teams across the globe – Legal, Tax, TP, Risk on various sub advisory matters.
  • Managing monthly stakeholder calls, sharing functional updates and resolving issues raised;
  • Leading global projects and driving both system and process change proactively.
Revenue ,Sales and Assets Reporting
  • Oversight and governance of EMIS Platform & key processes
  • Recruit, train, develop and supervise cross functional team
  • Partners with leadership, BU and sales leaders to synthesize key business questions, develop hypothetical solutions, analyse their feasibility and execute acquisition of data assets in support of Commercial Strategy
  • Anticipate future demands of initiatives related to people, technology, budget for EMIS portfolio and design/implement solutions to meet these needs
  • Provides strategic direction on the evaluation, improvement, and development of functional capabilities relating to business performance, field insights, and data integration
  • Identifies and develops innovative uses of existing/evolving data sources to drive speed-to-market and increase competitive advantages
  • Work cohesively with Data Strategy leads and stakeholders across the globe to define EMIS data roadmap
  • Organize and drive successful completion of data insight initiatives through effective management of analyst and data employees and effective collaboration with stakeholders.
  • Communicate results and business impacts of insight initiatives to various stakeholders
  • Develop in-depth business, analytical, and systems knowledge to improve/build analytical solutions, approaches and business recommendations.
  • Developing data visualization capability (Power BI, Tableau, Excel), and driving usage of analytic tools (R, SAS, JMP, Python, Spark) to grasp the business insights from our mountain of data
  • Collaborate with multi-functional teams (Business, Finance, Marketing, IT, Sales)
  • Seeks out alternative/creative ways of meeting an information need, considering new techniques to address business challenges
  • Build, develop and maintain data models, reporting systems, data automation systems, dashboards and performance metrics support that support key business decisions.
  • Oversee the design and delivery of reports and insights that analyse business functions and key operations and performance metrics.
  • Oversee the data/report requests process: tracking requests submitted, prioritization, approval, etc.
Functional SME On Change Programmes & Strategic Initiatives- Sales and Assets Data Improvement Programme & New Offerings
Technical
  • Background 12-14 years of work experience in asset management industry with strong knowledge of markets and financial Services sector
  • Excellent analytical and quantitative skills coupled with strong communication, presentation, and influencing skills
  • Ability to use data and metrics to test hypothesis, confirm assumptions, generate insights/recommendations, and measure success
  • Can partner across a wide array of internal business groups, executive stakeholders and execution partners with ability to build solid relationships with individuals at all levels.
  • Self-starter with a strong passion for using data to influence business decisions and strategy investments.
  • Proven impact and influence skills - ability to work broadly across disparate groups to gain agreement on direction, integrate disparate opinions into cohesive strategy/message and present/defend recommendations.
  • Ability to deal with ambiguity and navigate uncertain situations to drive for clarity; work calmly and maintain good judgment in fast-paced, high-speed environment
  • Competencies: Critical Thinking Communication Continuous Improvement Sense of Urgency Integrity, Inclusion, Engagement, Responsibility, Transparency, Performance
Education
Bachelor’s or higher degree in Commerce, Economics, or a related field, or equivalent alternative education, skills, and/or practical experience is required. MBA Preferred
Experience
  • Experience of business finance roles and/or partnering internal clients would be an advantage.
  • Experience in building and developing high performing teams
  • Ability to manage and mentor a cross functional team
  • Able to command respect from stakeholders and peers, comfortable playing a part in management discussions.
  • Ability to influence and challenge.
  • Good communicator, able to present and articulate information succinctly.
  • Strong analytical skills, able to see the big picture and offer innovative solutions.
  • Able to multi-task and prioritise under pressure.
  • Capable of reviewing, designing and improving processes.
  • Strong team-working skills, ideally with experience of working in a matrix environment.
  • Understanding the complexities of working within a multi-location team.
  • 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 careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
New Job Alerts
Deloitte

GPSC CSS Subcontracts Senior Administrator

Indianapolis

FULL TIME

September 21, 2024

View Job Description
BCFORWARD TECHNOLOGIES PRIVATE LIMITED

Salesforce Developer

Indianapolis

FULL TIME & CONTRACT

September 21, 2024

View Job Description
Lilly

Associate -Project Management Divestiture Task Force

Indianapolis

FULL TIME

September 20, 2024

View Job Description
BCFORWARD INDIA TECHNOLOGIES PRIVATE LIMITED

Customer Care Agent

Indianapolis

FULL TIME & CONTRACT

September 20, 2024

View Job Description
Lilly

AI Architect/Systems Engineer - Clinical Tech Transformation

Indianapolis

FULL TIME

September 20, 2024

View Job Description
Lilly

Business Analyst - Clinical Tech Transformation

Indianapolis

FULL TIME

September 20, 2024

View Job Description
Looking for similar job?
Marriott International, Inc

Senior Associate Reservations

Chennai

FULL TIME

August 31, 2024

View Job Description
Wipro Limited

Associate/Officer/Senior Officer

Pune

August 31, 2024

View Job Description
Novartis

Senior Safety Case Expert

Hyderābād

FULL TIME

August 31, 2024

View Job Description
AIETS COM PVT LTD

Senior Production Executive

FULL TIME

August 31, 2024

View Job Description
PUSHPSONS FIBROL Pvt.Ltd

Senior Technical Support Executive

FULL TIME

August 31, 2024

View Job Description
Digimonks Private Limited

Senior Sales Executive PAN INDIA

FULL TIME

August 31, 2024

View Job Description
New Job Alerts
Deloitte

GPSC CSS Subcontracts Senior Administrator

Indianapolis

FULL TIME

September 21, 2024

View Job Description
BCFORWARD TECHNOLOGIES PRIVATE LIMITED

Salesforce Developer

Indianapolis

FULL TIME & CONTRACT

September 21, 2024

View Job Description
Lilly

Associate -Project Management Divestiture Task Force

Indianapolis

FULL TIME

September 20, 2024

View Job Description
BCFORWARD INDIA TECHNOLOGIES PRIVATE LIMITED

Customer Care Agent

Indianapolis

FULL TIME & CONTRACT

September 20, 2024

View Job Description
Lilly

AI Architect/Systems Engineer - Clinical Tech Transformation

Indianapolis

FULL TIME

September 20, 2024

View Job Description
Lilly

Business Analyst - Clinical Tech Transformation

Indianapolis

FULL TIME

September 20, 2024

View Job Description