Driven by passion, leading through innovation - discover our teams
Today, in Fidelity International, India plays an important role in helping our stakeholders in their decision-making. Over the years, through handling large volume deliveries, we have ramped up scale, knowledge and experience. This has enabled us to provide services across a broad spectrum. Here’s a lowdown:
Since its inception 20 years ago, the Technology capability in India has scaled up - not just in terms of numbers, but in terms of ability to deliver large change programmes. These projects include implementing a front-to-back multi-asset investment management platform in record time, executing award winning Digital customer experience platforms and data environments that leverage leading-edge technology to effectively cater to our clients’ evolving needs.
Today, the team supports application development, and provides technology support and maintenance for almost all of Fidelity’s global business functions. In addition to the application software competencies, the team also provides technology infrastructure capabilities (the underlying hardware and software that powers those applications), information security and technology risk management capabilities.
The team is taking bold steps to meet future needs.
The team aims to deliver outstanding client service through committed people, encouraging efficient ways of working, continuous improvement and automation, while ensuring appropriate control and regulatory compliance. They believe in making the complex, simpler for our global clients. The team connects with Fidelity’s customers to provide an array of services and automated solutions in addition to supporting change programmes that cater to their needs.
The team supports Fidelity’s own investment solutions and access to those of others, and delivers information services relating to investing. They support Fidelity’s major business lines that provide guidance to individual investors and their advisers on how to invest in a simple and cost-effective way. In addition they offer tailored investment solutions and full-service asset management outsourcing for institutions including pension funds, banks and insurance companies. Another key service is the provision of workplace pension administration services in support of, or independently of, investment management services provided to employers in their local territories.
Finance Shared Services & Analytics
The Finance Shared Services and Planning & Analytics team is one of the key functions at Fidelity International, supporting the company to meet its strategic objectives. The team provides a strong blend of functional expertise and process capabilities which span the diverse businesses within the company. The team constantly looks to innovate its processes to be best in class. The main functional areas include Financial Planning & Analytics, Business Finance, Controllership and Procure to Pay.
The capability includes execution focused functions like group control, accounting, billing etc., which are crucial for keeping our business up and running in a risk-free manner, and strategy focused functions like business and customer data analytics & planning which help Fidelity keep its competitive edge.
The Investment Research Specialist team is a cross-asset group providing research support to over 180 Fidelity International analysts and many portfolio managers across regions. The team is organised around global sectors and helps bring greater depth and efficiency in the research process. It helps in the development of in-house knowledge databases and providing alternative insights to supplement Fidelity’s research efforts. The team contributes across the research process including building and maintaining financial models, sector reviews, valuation analysis, stock screens and due diligence.
Investment Fund Analysts
The Investment Fund Analysts team, set up in September 2005 is a cross-asset class (i.e. Equities, Fixed Income, Multi Asset) team that works closely with the Investment Directing / Product groups across Europe, Asia and Canada. Investment Fund Analysts partner with Investment Directors, providing a wide range of support to facilitate the flow of information between investment teams and sales/distribution teams. Having maintained a culture of consistent quality and timely delivery, it is the go-to team for any fund related investment communication material. This includes market reviews/outlooks, fund performance/strategy commentary and fund presentations for client meetings - for both the wholesale and institutional business. Product & Market Insight Analysts support the sales effort to raise/defend assets by undertaking peer group analysis and positioning Fidelity Funds in client portfolios. The Investment Fund Analysts Team’s journey in India has been one of continuous evolution of systems and processes to speed up time to delivery and scale up the value chain in terms of fund related communication material, aimed at providing best in class client experience.
The Digital team in India contributes to making the experience of online investing easier and more convenient for Fidelity’s global clients. The team has established a Digital Studio as an in-house capability supporting the global business and helping it deliver end-to-end digital services to our external customers. The studio has adopted global design standards and these have helped in delivering high-quality outcomes for Fidelity’s clients.
General Counsel India
General Counsel in India comprises an interesting blend of seasoned professionals and high-spirited millennials, who are responsible for oversight, compliance with Regulatory framework, risk mitigation, statutory capital maintenance and evaluation of internal controls. Currently, General Counsel India comprises of 70+ team members across Legal & Company Secretariat, Internal Audit, Internal Investigations, Data Protection, Tax & Finance, Ethics & Code of Conduct, Business Compliance Advisory & Monitoring and GC Operations.