Manager Business Analyst - Investment Risk

About the OpportunityJob Type: Permanent

Application Deadline: 14 March 2025

Job Description

Title                 Manager Business Analyst - Investment Risk

Department      Investment Risk - Operations and Analytics

Location          Gurgaon, India

Reports To      Senior Manager Business Analyst

Level                5

About Fidelity International

Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.

Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.

Find out more about what we do, our history, and how you could be a part of our future at http://www.fidelityrecruitment.com/india/about-us

Our Values

All of our people must be able to demonstrate affinity with the Fidelity core values:

Innovation – Being willing to experiment and try new and better ways to serve our clients.

Integrity – Taking personal responsibility for always acting in the best interests of our clients.

Excellence – Striving to be the best while knowing we can always be better next time.

Our Behaviours

All of our people must be able to operate in accordance with our behaviours:

Commitment – We are committed to our clients and proud to work for Fidelity. We push through obstacles to make things happen; we make decisions quickly and thoughtfully. We are individually committed to building a culture of excellence.

Collaboration – We collaborate with colleagues, seek alternative views, invite different ideas and always challenge traditional thinking. This approach allows us to create a whole that is much greater than the sum of its parts.

Client Focus – We are expected to, and measured on, our ability to put our client first. We go the extra mile to understand their needs and strive to exceed their expectations. We listen carefully, we communicate clearly, and we’re quick to respond. We’re respectful of the trust placed in us to manage their money.

Department Overview

The Global Risk team in Fidelity covers the management oversight of Fidelity’s risk profile, including key risk frameworks, policies and procedures and oversight and challenge processes. The team partner with the businesses to ensure Fidelity manages its risk profile within defined risk appetite. The team comprises risk specialists covering all facets of risk management, including investment, financial, non-financial and strategic risk. As part of a broader General Counsel team, the Risk team collaborates closely with Compliance, Legal, Tax and Corporate Sustainability colleagues.

Purpose of your role

The primary function for this role will be to perform analysis of business requirements, apply the Financial Capital markets knowledge and Data analysis skills to articulate & write the business requirements by working with Global stakeholder’s requirement analysis, requirement documenting, prototyping and data visualisation for Investment Risk business. The role will encompass the full spectrum of business analyst activities through the full project life cycle and operational processes. Relationship management skills for the various business contacts for the area will be important to ensure a superior service to our clients is maintained.

The role also requires providing mentorship to other business analysts in the team; assist data operations team in resolving the complex issues; interact with various technology groups to address the data sourcing requirements and work with other business teams in the organisation for dependant requirements.

Responsibilities include:

• Define the scope of a business requirement, decide the approach, and produce the specification.
• Drive the analysis effort from start to end for a given area keeping various stakeholders in the loop and getting approvals/sign offs from them.
• Assess and ensure that the solution being delivered is fit for purpose.
• Obtaining agreement on business analysis deliverables and ensuring that they meet all the requirements of the business and tracking these across multiple systems groups.
• Working with business leads within the team to identify, define, and clarify the scope / issues in terms of complex business/systems requirements.
• Functionality co-ordination across multiple system projects delivering common, re-usable functionality using service-oriented patterns.
• Acting as a proxy customer/Product Owner with the development teams, facilitating open communication between the customer & development team.
• Driving user acceptance criteria with the customer.
• Work with onshore-offshore UK/India business analysts and onshore-offshore UK/India development teams.
• Interact & work with third party partners and suppliers.
• Stay abreast of key emerging products / industry standards in the Business Analysis arena.
• Work on building capability and up the knowledge agenda within BA and other risk teams.
• Defining and creating target operating model documents for BAU handover
• Ability to create solution prototypes in Excel / PBI and agreement with business before handing over for development
• Experience in data modelling and visualization tools will be an added advantage

About you

Essential Skills:

• Ability to identify & self-manage analysis work for the allocated workstream with minimal or no assistance.
• Ability to develop and maintain strong relationships with stakeholders within project working group ensuring continual and effective communication.
• Ability to translate business requirements to technical resources (internal and external) in supporting the project.
• Excellent interpersonal, communication, documentation, facilitation & presentation skills.
• Fair idea of Agile methodology, familiar with Stories – requirements artefact used in Agile.

Experience & Qualification:

• 10+ years of total work experience in Business Analysis domain
• CFA or FRM certification (Financial Risk Management) will be good to have but not mandatory.
• Proficient in documenting the business requirements and specifications in form of SRS, BRD etc.
• Excellent skills in writing complex SQL (Structured Query Language) statements with multiple joins.
• Experience in using any of the databases like Oracle, MySql, SQL server etc.
• Advanced excel skills using pivots, functions, lookups etc. Knowledge of macros is nice to have.
• Data Analytics knowledge - Ability to understand, analyse complex data sets, understand data quality gaps, data governance needs etc.
• Experience in creating medium complexity reports/dashboards using Power BI is good to have.
• Will give an added advantage to understand data science, data modelling, python skills, database development skills