Senior Manager – Business Strategy at Fidelity Investments

Bengaluru, Karnataka, India

Fidelity Investments Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, TechnologyIndustries

Requirements

  • 10+ years of IT Industry experience
  • Bachelor’s degree in any discipline
  • MBA or equivalent (plus)
  • Strong proficiency in data analytics and reporting tools
  • Familiarity with headcount and demand management tools
  • Experience in financial planning, tracking, and reporting
  • Intermediate to expert level Excel and PowerPoint skills
  • Strategic thinker with a high level of ownership and initiative
  • Excellent communication, negotiation, and interpersonal skills
  • Ability to work independently and as an extension of a global team
  • Demonstrated experience in mid-senior level stakeholder management (good to have)
  • Exposure to SharePoint (good to have)
  • Exposure to Tableau/PowerBI (plus)

Responsibilities

  • Leading and supporting strategic planning including headcount management, budgeting, resource allocation, and requisition management
  • Supporting India leadership by preparing materials for local events and assisting in the coordination of trip agendas for visiting executives
  • Driving alignment between global and local site strategies
  • Developing frameworks for tracking progress against strategic goals and initiatives
  • Delivering high-quality management reporting to support executive decision-making
  • Analyzing financial, operational, and workforce data to identify trends, risks, and opportunities
  • Creating dashboards and reports using tools like Excel
  • Collaborating with Global CST S&P team to manage requisitions, staffing plans, and hiring pipelines
  • Tracking and reporting on budget vs. actuals across travel, training, and other operational areas
  • Facilitating staffing vendor performance reviews and staffing strategies
  • Coordinating with HR and leadership to support workforce planning, leadership development, and attrition analysis
  • Driving initiatives to improve employee experience and organizational health

Skills

Strategic Planning
Budgeting
Resource Allocation
Business Analytics
Management Reporting
Excel
Dashboards
Program Management
Portfolio Management
Workforce Planning
Financial Analysis
Operational Analysis
Headcount Management
Attrition Analysis

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters
1946Year Founded
$120,238.8MTotal Funding
DEBT_FINANCINGCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Health Insurance
Mental Health Support
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Parental Leave
Student Loan Assistance
Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
Increased competition from Vanguard's new division could draw clients away from Fidelity.
Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.
Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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