Manager - Client Reporting Solutions
Fidelity Investments
- Level
- Mid
- H-1B history
- 694 approvals (FY2023)
Skills
About this role
About the Opportunity Job Type: Permanent Application Deadline: 13 August 2026 Job Description Title Manager - Client Reporting Solutions Department Global Client Reporting - Client Servicing Platfrom Location Gurugram / Bengaluru Reports To Director - Client Reporting Solutions Level 5 Introduction 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. About your team Global Client Reporting produces high-quality financial and investment reports that provide clients with clear insight into fund performance, composition, and strategy. Our ambition is to deliver a reporting experience that is Client-centric, Efficient & Scalable and Insight-driven; enabled by centralised reporting SMEs. We operate as a single global team with a diverse talent base, united by our commitment to excellence and continuous improvement. About your role We are looking for a proactive and techno-functional Manager – Client Reporting Solutions to balance Business-as-Usual (BAU) delivery with end-to-end business, change and delivery process optimization. Working across business, operations, and technology teams, you will identify opportunities to simplify, standardize, and transform processes by leveraging data, AI, automation, and process reengineering. The ideal candidate combines an agile mindset with strong analytical, project management, and stakeholder management skills to translate business needs into practical solutions. You will lead change initiatives from solution design through implementation and UAT while strengthening governance, reporting, risk management, and operational capability to deliver sustainable business outcomes and continuous improvement.
About you
The successful candidate will be expected to perform the primary duties associated with this role. The responsibilities outlined below are provided as a high-level guide and may evolve over time to meet business and operational requirements.
Key Responsibilities
Business Process Transformation Drive end-to-end business and delivery process optimization through simplification, standardization, process reengineering, and automation. Identify opportunities to improve efficiency, quality, scalability, and client outcomes by leveraging AI, digital solutions, and data-driven insights. Partner with business and technology teams to design and implement sustainable process improvements and operating models. Business Operations, Client Reporting & Insights Manage BAU delivery to meet service levels, quality standards, and business objectives. Design, enhance, and deliver reporting solutions aligned to business and client requirements. Analyse reporting requirements, assess operational impacts, and recommend scalable reporting and process solutions. Develop dashboards, KPIs, and performance insights to support decision-making and continuous improvement. Monitor operational performance and drive timely resolution of issues. Governance, Risk & Data Management Support governance through business reviews, performance reporting, and action tracking. Ensure robust data quality, reporting integrity, and compliance with governance standards. Identify operational risks, issues, and dependencies, driving mitigation plans and control improvements. Project Delivery & Change Lead or support cross-functional business transformation initiatives from planning through implementation. Coordinate User Acceptance Testing (UAT), including test planning, execution, defect management, and business sign-off. Apply Agile/SAFe