Senior Business Analyst
Job Description
Title Senior Business Analyst
Department Global Risk Oversight Solutions
Location Gurgaon, India
Reports To Senior Manager
Level 3
About Fidelity International
Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.
Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.
Our Values
All of our people must be able to demonstrate affinity with the Fidelity core values:
Innovation – Being willing to experiment and try new and better ways to serve our clients.
Integrity – Taking personal responsibility for always acting in the best interests of our clients.
Excellence – Striving to be the best while knowing we can always be better next time.
Our Behaviours
All of our people must be able to operate in accordance with our behaviours:
Commitment – We are committed to our clients and proud to work for Fidelity. We push through obstacles to make things happen; we make decisions quickly and thoughtfully. We are individually committed to building a culture of excellence.
Collaboration – We collaborate with colleagues, seek alternative views, invite different ideas and always challenge traditional thinking. This approach allows us to create a whole that is much greater than the sum of its parts.
Client Focus – We are expected to, and measured on, our ability to put our client first. We go the extra mile to understand their needs and strive to exceed their expectations. We listen carefully, we communicate clearly, and we’re quick to respond. We’re respectful of the trust placed in us to manage their money.
Department Overview
The Global Risk team in Fidelity covers the management oversight of Fidelity’s risk profile, including key risk frameworks, policies and procedures and oversight and challenge processes. The team partner with the businesses to ensure Fidelity manages its risk profile within defined risk appetite. The team comprises risk specialists covering all facets of risk management, including investment, financial, non-financial and strategic risk. As part of a broader General Counsel team, the Risk team collaborates closely with Compliance, Legal, Tax and Corporate Sustainability colleagues.
Purpose of your role
The primary function for this role will be to perform analysis of business requirements, apply the Financial Capital markets knowledge and Data analysis skills to articulate & write the business requirements by working with Global stakeholder’s requirement analysis, requirement documenting, prototyping and data visualisation for Investment Risk business. The role will encompass the full spectrum of business analyst activities through the full project life cycle and operational processes. Relationship management skills for the various business contacts for the area will be important to ensure a superior service to our clients is maintained.
The role also requires providing mentorship to other business analysts in the team; assist data operations team in resolving the complex issues; interact with various technology groups to address the data sourcing requirements and work with other business teams in the organisation for dependant requirements.
Responsibilities include:
- Define the scope of a business requirement, decide the approach, and produce the specification.
- Drive the analysis effort from start to end for a given area keeping various stakeholders in the loop and getting approvals/sign offs from them.
- Assess and ensure that the solution being delivered is fit for purpose.
- Obtaining agreement on business analysis deliverables and ensuring that they meet all the requirements of the business and tracking these across multiple systems groups.
- Working with business leads within the team to identify, define, and clarify the scope / issues in terms of complex business/systems requirements.
- Functionality co-ordination across multiple system projects delivering common, re-usable functionality using service-oriented patterns.
- Acting as a proxy customer/Product Owner with the development teams, facilitating open communication between the customer & development team.
- Driving user acceptance criteria with the customer.
- Work with onshore-offshore UK/India business analysts and onshore-offshore UK/India development teams.
- Interact & work with third party partners and suppliers.
- Stay abreast of key emerging products / industry standards in the Business Analysis arena.
- Work on building capability and up the knowledge agenda within BA and other risk teams.
- Defining and creating target operating model documents for BAU handover
- Ability to create solution prototypes in Excel / PBI and agreement with business before handing over for development
- Experience in data modelling and visualization tools will be an added advantage
About you
bout You
Essential Skills
- Basic understanding of Capital Markets, Asset Management, Investment Management or Financial Services domain.
- Proficiency in data analysis using SQL, Excel, and other analytical tools to investigate business problems and derive insights.
- Understanding of Agile delivery methodologies and familiarity with requirements artefacts such as User Stories, Acceptance Criteria, Epics, and Backlog Management.
- Ability to gather, analyse, document, and communicate business requirements effectively.
- Stakeholder management skills with the ability to work collaboratively across business and technology teams.
- Ability to translate business requirements into clear functional specifications and work closely with development teams through the delivery lifecycle.
- Strong communication, documentation, facilitation, and presentation skills.
- Analytical mindset with strong problem-solving capabilities and attention to detail.
Experience & Qualifications
- 3-5 years of experience in Business Analysis, Data Analysis, or related change delivery roles.
- Experience working on business transformation, data, reporting, technology, or process improvement initiatives.
- Working knowledge of Asset Management, Investment Management, Risk Management, Capital Markets, or related Financial Services domains.
- Experience documenting business requirements through BRDs, Functional Specifications, User Stories, Process Flows, Use Cases, or other analysis artefacts.
- Good SQL skills with the ability to write and interpret queries involving joins, aggregations, and data validation activities.
- Experience analysing data quality issues, data lineage, data governance needs, and business process inefficiencies.
- Familiarity with reporting and visualisation tools such as Power BI, Tableau, or similar platforms is desirable.
- Awareness of AI-enabled tools (e.g., Microsoft Copilot) and their application in analysis, documentation, reporting, and productivity improvement.
- Exposure to Python, data modelling, automation, or database development concepts would be advantageous but not mandatory.
- CFA, FRM or other investment-related qualifications would be advantageous but not essential.
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.