Senior Analyst - Client Reporting Solutions

Senior Analyst - Client Reporting Solutions

About the Opportunity

Job Type: PermanentApplication Deadline: 13 August 2026

Job Description

                                                                                                

Title                 Senior Analyst - Client Reporting Solutions

Department      Global Client Reporting - Client Servicing Platfrom

Location          Gurugram / Bengaluru

Reports To       Director - Client Reporting Solutions

Level                2

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 Senior Analyst – Client Reporting Solutions to support Business-as-Usual (BAU) delivery and change. Working across business, operations, and technology teams, you will support BAU, identify opportunities to simplify, and standardize processes by leveraging data, AI, automation, and process reengineering.

The ideal candidate combines an agile mindset with strong analytical and project management skills to support business needs into practical solutions. You will support and UAT of change initiatives from solution design through implementation.

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

• Support BAU delivery to meet service levels, quality standards, and business objectives.
• Take ownership of the assigned task, ensuring that reports are delivered accurately and timely.
• Deliver reporting solutions aligned to business and client requirements.
• Analyse reporting requirements and assess operational impacts of and proposed solutions.
• Contribute to opportunities for client reporting outcomes by leveraging AI, digital solutions, and data-driven insights
• Check data quality, reporting integrity, and compliance with governance standards.
• Report operational risks, issues, and dependencies.
• Support cross-functional business transformation initiatives from planning through implementation.
• Perform User Acceptance Testing (UAT), including test planning and execution.
• Apply Agile/SAFe principles to deliver change effectively and support successful business adoption.
• Prepare process documentation, standards, and knowledge assets to support operational excellence

Skills & Competencies

Technical Expertise

• AI-enabled productivity tools and technology adoption.
• Business process improvement and BAU delivery.
• Financial instruments, Mutual funds, Fund Accounting and Reporting domain expertise
• Techno-functional solution design and delivery.
• Agile/SAFe methodologies and User Acceptance Testing (UAT); JIRA use expertise.
• Client Reporting, business analytics, data quality.

Professional Attributes

• Experience working within global, cross-functional environments.
• Good stakeholder engagement and relationship management skills.
• Strong analytical and Effective executive communication skills.
• Proactive, results-oriented, and committed to continuous improvement.
• Demonstrated ability to manage multiple priorities with attention to detail.
• High degree of ownership, accountability, and execution discipline.
• Capable of coordinating change across stakeholders.

Qualifications & Experience 

• Degree in Engineering, Technology, Finance or a related discipline. MBA with Engineering background preferred. 
• 2–4 years of experience in Business Operations, Service Delivery or Business Transformation in Fund Administration / Asset Management / Investment Banking domain .
• Certification in NCFM, Agile, SAFe, PMP, PRINCE2, Lean Six Sigma Green Belt preferred. 
• Active use of AI-enabled productivity tools such as Microsoft Copilot, ChatGPT, Power Automate, or similar technologies.

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.

Experience Level

Senior Level