Job Description
Title: Performance Oversight Specialist
Department: Performance Analytics Oversight
Location: Gurgaon
Reports To: Head of Performance Oversight
Job Type: Permanent, Full Time
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.
About Performance Group
The Performance group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The department is located in Dublin and consists of several teams that provide a variety of investment performance related services and analysis to all areas of the FIL business. The group comprises of teams that are responsible for performance measurement and portfolio analysis for over 2000 Institutional and Retail funds. The data provided will include fund and benchmark returns, performance attribution, as well as ex-post risk analysis. Another team will take responsibility for data integrity on the team’s core database. The Oversight team is responsible for calculating Portfolio Manager Compensation metrics and supporting our GIPS compliance, supporting regulatory initiatives and on providing more complex analysis and supporting senior management reporting.
Purpose of your role
The performance oversight team is responsible for ensuring our compliance with the GIPS® standards and regulatory performance and risk (KIIDs, PRIIPs). The team works closely with senior investment staff to compute PM variable compensation and all senior management and board reporting. The team works with many stakeholders in both the investment and distribution business. The team will be based in Dublin and Guargon.
What you’ll do
Principle duties:
• Production of PM compensation reports
• Creating and maintaining composites
• Management of regulatory ex-post risk for UCITS KIID (SRII) & PRIPPs (SRI)
• Participation in the annual GIPS® audit
• Responding to ad-hoc queries and requests for analysis
• Working closely with the retail and institutional teams for composite analysis
• Involvement in projects and systems testing as required.
Your skills and experience
- Numerically/analytically minded.
- Self-motivated and responsive to a changing environment.
- Effective communication skills and the ability to deal with people at all levels (up to senior management)
- Team contributor
- Accuracy and attention to detail.
- Ability to work to tight deadlines.
- Performance knowledge is an advantage but not essential as training will be provided.
- Excel and Power BI knowledge is highly desirable.
Skills Required
- Numerically/analytically minded
- Effective communication skills
- Team contributor
- Accuracy and attention to detail
- Ability to work to tight deadlines
- Performance knowledge is an advantage
- Excel and Power BI knowledge is highly desirable
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
