Senior Manager

Job Description

About the opportunityDepartment DescriptionFinance is a global function at Fidelity International, with close to 300 dedicated employees and offices across 12 locations including UK, Germany, Bermuda, Australia, India and China. The Finance Department supports the management of the business in the achievement of business goals and objectives, and improves shareholder value by ensuring the timeliness, accuracy, integrity, consistency and relevance of financial information, in relation to the business decision-making process.Within Finance, the Investment Management Business Finance team is responsible for providing financial analysis, information, forecasting and insight to senior Investment Management leaders, as well as to the IMLT and other relevant IM management committees.About Investment Solutions & Services (ISS)Investment Management is a part of ISS, which is Fidelity International s asset management business which offers and distributes Fidelity s investment solutions and services to a wide range of wholesale and institutional clients including financial advisers, brokers, banks, insurance companies, wealth managers, third party platforms, pension funds, public authorities and sovereign wealth funds.The ISS business has approximately $400bn in client assets under management and has c. 2,000 full time equivalent members of staff.Purpose of your roleThis role is an excellent opportunity to gain a broad understanding of the Investment Management function and its role in FIL s Financial Services business, and to support the Investment Management Committee members (IMC) who manage the Investment Management function.The successful applicant will be exposed to a large amount of ad hoc analysis over and above regular deliverables and should have the expectation that ad hoc analysis of any part of the IM business can be requested at very short notice. This can include sensitive data. Consequently, there is the expectation that the successful application will be discreet and also be able to respond to complex data requests promptly and to a high standard. A large proportion of the team s activity is focused on:

• Continuously striving to make our regular reporting as informative as possible.
• Supplying valuable analysis to support debate and decision-making at IMC and other senior management meetings;
• Co-ordinating FIL s quarterly budget/forecast process.
• Management of key data sets to facilitate this reporting.

Key Responsibilities

• Leading and developing Investment Management business finance team
• Managing key monthly deliverables for Investment Management - Equity, Fixed Income, Real Estate & Multi-Asset, including cost reporting, headcount reporting, projections, accruals, sub-advisory forecasts and allocations across Europe and Asia;
• Performing asset reconciliation and maintaining / reviewing the cost of Investment Management model;
• Designing and delivering the Investment Management franchise view of FIL s P&L and automating its production;
• Managing the Investment Management structure in various systems and keeping abreast of organisational changes;
• The preparation of budgets/ forecasts based on discussions with business heads and ensuring accurate & timely submissions;
• Identifying, designing and implementing process improvement initiatives for increased efficiency;
• Providing input to the relevant Global Process Owners (GPO) to create efficiencies through cross-region process standardisation;
• Working with global business finance teams (based in UK, Europe, Asia and India) to facilitate integration across various groups;
• Working on key initiatives / ad hoc data requests based on business requirements;
• Relationship building / stakeholder management primarily senior finance and investment management teams across the globe;
• Acting as a point of contact for assimilating and analysing any management information for the business;

Technical skills

• Qualified CA/MBA with wide-ranging experience gained in a variety of finance roles.
• Experience of FP&A / business finance roles (including deep experience of MI, forecasting, business case evaluation and provision of financial analysis) would be a significant advantage.
• Experience of the asset management industry would be an advantage.
• Highly accomplished communicator, particularly strong English language writing skills and experience of writing financial commentary for senior stakeholder consumption.
• High level of attention to detail yet also able to see the big picture.
• Strong analytical skills, proven ability to assimilate large and complex data sets and distill and articulate key facts or themes for senior management consideration.
• Pro-active self-starter, able to multi-task and prioritise under pressure.
• Collaborative operating style with a focus on working together with others to achieve great outcomes for the business as well as recognition for all those contributing to the team s success.
• Able to command high levels of respect from stakeholders and peers.
• Ability to influence, challenge and negotiate when operating in a matrix environment.
• High degree of comfort in reviewing, designing and improving processes.
• Highly proficient in use of Microsoft Office packages, including Excel, PowerPoint and Teams.
• Knowledge of Essbase, HFM, OBIEE, Tableau, Anaplan and JDE would be an advantage.

We are committed to being an inclusive and diverse company to work for and strive to create a culture where flexible working is encouraged so that we retain and attract the best talent by offering working patterns that suit both individual and business needs.About youAbout Fidelity InternationalFidelity International offers investment solutions and services and retirement expertise to more than 2.56 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 locations and with $783.6 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.Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients. We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations. We call this new approach dynamic working.Find out more about what we do, our history, our new approach of dynamic working and how you could be a part of our future at https://careers.fidelityinternational.com/about-usApplying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.,

Keyskills :
asset managementfixed incomefinanceaccountancyprocess improvement initiativesmicrosoft officebusiness financebusiness casemissalespension fundswriting skillscost reportingcentral banksltdstatements of work sow