Job Description
Title: Manager - Global Capability Hub
Department: Global Capability Hub (GCH)
Location: Gurgaon
Level: 5
About Fidelity International
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 team and feel like you’re part of something bigger.
Department Description
Global capability hub team is responsible for providing financial analysis, information, forecasting and insight to senior leaders within, Technology, 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 management accounts data globally.
Purpose of the Role
We are seeking a individual with leadership mindset to manage end-to-end Sales, Assets and Revenue reporting within an Asset Management environment. The role will combine strong system expertise (Anaplan/Oracle), deep understanding of forecasting & budgeting cycles, KPI ownership, and global stakeholder management.
This role will lead a team responsible for accurate, timely, and insightful reporting while driving continuous improvement and automation across reporting frameworks.
About your role
We are seeking a commercially focused finance professional to lead Revenue, Sales, and AUM reporting while driving forecasting, planning, and business insight across the Asset Management business. This role partners closely with senior stakeholders across Finance, Distribution, and Business teams to deliver accurate reporting, forward-looking analysis, and strategic decision support.
Key ResponsibilitiesRevenue, Sales & AUM Reporting- Own end-to-end reporting for key business metrics including Revenue, Sales, and Assets Under Management (AUM).
- Ensure data accuracy, robust controls, and effective governance across reporting processes.
- Lead month-end, quarter-end, and budgeting reporting activities.
- Deliver insightful management information and performance analysis to support business decision-making.
- Partner with Finance and Business teams on revenue, sales, and AUM forecasting.
- Support annual planning, budgeting, and forecasting cycles.
- Analyse revenue drivers including market movements, net flows, product mix, and client activity.
- Perform scenario modelling and provide forward-looking business insights.
- Deliver clear variance analysis and recommendations to stakeholders.
- Collaborate with Regional Sales Leaders, Finance teams, Distribution leadership, and Technology partners.
- Present key insights and performance updates to senior management.
- Support strategic initiatives, business transformation, and cross-regional alignment.
- Work collaboratively across global and regional teams to deliver business outcomes.
- Foster a culture of accountability, continuous improvement, and automation.
- Contribute to building reporting and analytical capability within the team.
- Chartered Accountant (CA), MBA, or equivalent qualification.
- 7-10 years of experience in FP&A, Business Finance, or Commercial Finance.
- Asset Management or Investment Management experience preferred.
- Strong understanding of: Revenue and AUM drivers Financial planning and forecasting Sales and distribution performance reporting Management reporting and business analytics
- Experience partnering with senior global stakeholders and influencing business decisions.
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.
Skills Required
- Chartered Accountant qualification
- 7-10 years of experience in investment management, asset management, or a BFSI reporting environment
- Strong understanding of AUM reporting
- Strong understanding of revenue mechanics in asset management
- Strong understanding of sales and distribution reporting
- Experience with budgeting and forecasting cycles
- Experience managing global stakeholders
- OBIEE or equivalent BI platform experience
- Advanced Excel skills
- Anaplan experience
- Understanding of data warehousing concepts
Fidelity International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity International and has not been reviewed or approved by Fidelity International.
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Parental & Family Support — Family leave and carers’ support are emphasized via equalized paid parental leave globally and enhanced maternity/adoption policies. Inclusive provisions also cover carers’ leave and compassionate leave to support diverse family needs.
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Healthcare Strength — Healthcare benefits and private medical insurance are consistently highlighted as part of the core package across locations. Wellbeing resources, including an Employee Assistance Programme and menopause support, reinforce the depth of health coverage.
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Retirement Support — Pension and retirement savings are positioned as a strong element of the total package in multiple markets. Retirement design is frequently cited alongside paid time off and flexibility as part of a solid overall offer.
Fidelity International Insights
What We Do
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 countries and with $739.9 billion* 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 $567 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. *Data as of 31 March 2021
