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Manager- Fund Solutions

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 12 days ago

No clicks

**Manager - Fund Solutions** Lead operational change initiatives in Fund Accounting, Middle Office, and ABOR transformation. Drive strategic upgrades, regulatory changes, and new fund launches. Manage projects, ensure smooth transitions, and report on progress. Requires 8+ years in Fund Accounting, project management experience, and strong leadership skills. Bachelor's degree and project management certifications preferred. Join our global team in Bengaluru, offering dynamic working and competitive benefits.

Compensation
Not specified

Currency: Not specified

City
Bengaluru
Country
India

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 16 August 2026

Job Description

Title Manager, Fund Solutions

Department Fund Servicing & Oversight

Location Bengaluru

Reports To Senior Manager

Level Manager

Were 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 Fund Solutions team and feel like youre part of something bigger.

About your team

Fund Servicing and Oversight (FSO) is a key function within Fund Services Organisation, Record Keeping Platform (RKP), responsible for ensuring seamless execution of fund services across FILs investment vehiclesincluding retail funds, segregated mandates, real estate funds, private asset funds, and other products.

The team supports the full operational lifecycle, spanning Fund Accounting, Asset Servicing, Alternative Assets, Fund Solutions, and Shared Services. FSO ensures these services are delivered efficiently, accurately, and in line with regulatory obligations.

Within FSO, the Fund Solutions team drives the design, delivery, and oversight of operational change initiativesranging from regulatory-driven transformations to strategic platform enhancements.

About your role

The FA Delivery role within Fund Solutions is responsible for leading the implementation of operational change initiatives, with a strong focus on Fund Accounting, Middle Office and ABOR transformation. This includes delivering solutions that meet client, operational, and product requirements while integrating process improvements, technology upgrades, and regulatory changes.

You will play a key role in driving initiatives to enhance and future-proof the operating model. This involves close collaboration with upstream teamsincluding Corporate Actions, Pricing, Reference Data, and the Portfolio Services Groupas well as supporting new fund launches, particularly those requiring tailored solutions outside the standard model.

You will be accountable for ensuring that robust, well-structured transition plans are in place, and that governance and communication frameworks are effective, with clear oversight from senior stakeholders.

Key Responsibilities:

Change & Transformation Fund Accounting

  • Lead initiatives to drive operational and process improvements across fund accounting teams, ensuring alignment with strategic business goals.
  • Preparing/supporting presentations for senior management discussions to drive key decisions around process design, project timelines and prioritization of deliveries.
  • Analyze and document current-state processes, identify gaps, and design future-state solutions to support change and transformation efforts.
  • Collaborate with stakeholders across Fund Accounting Operations, Technology and external vendors to gather requirements, define scope, and validate solutions.
  • Drive the successful implementation of change projects by preparing functional specifications/business requirements, user stories, test cases, and managing UAT cycles.
  • Act as a liaison between business and technical teams, translating complex operational needs into clear development tasks and deliverables.
  • Monitor and report on project progress, risks, and issues; support resolution strategies and ensure projects stay within scope and timeline.
  • Contribute to ongoing transformation programs by assessing impact, supporting communication and reinforcing adoption.
  • Lead post-implementation reviews to assess the effectiveness of change initiatives, incorporating lessons learned into future efforts.

About you

  • Bachelors degree in finance, Accounting, Business, or a related field.
  • Minimum 8 years of experience within Fund Accounting domain, with a strong background in project management and documentation.
  • Proven experience as a Business Analyst or Change Lead in large-scale operational change or transformation projects.
  • Experience working on system implementations, upgrades, and vendor transitions.
  • Ability to challenge and provide alternative solutions and put forward recommendations.
  • Strong communications, leadership, project management, influencing, analytical, decision making, presentation and interpersonal skills.
  • Comfortable leading workshops, facilitating discussions, and driving consensus among cross-functional teams.
  • Agile methodology experience is advantageous but not essential.
  • Project management certifications are preferred.

Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its 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.

As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.

Location: FIL Bengaluru Office

Time Type: Full time

Manager- Fund Solutions

Compensation

Not specified

City: Bengaluru

Country: India

Fidelity Investments logo
Asset Management

12 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Manager - Fund Solutions** Lead operational change initiatives in Fund Accounting, Middle Office, and ABOR transformation. Drive strategic upgrades, regulatory changes, and new fund launches. Manage projects, ensure smooth transitions, and report on progress. Requires 8+ years in Fund Accounting, project management experience, and strong leadership skills. Bachelor's degree and project management certifications preferred. Join our global team in Bengaluru, offering dynamic working and competitive benefits.

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 16 August 2026

Job Description

Title Manager, Fund Solutions

Department Fund Servicing & Oversight

Location Bengaluru

Reports To Senior Manager

Level Manager

Were 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 Fund Solutions team and feel like youre part of something bigger.

About your team

Fund Servicing and Oversight (FSO) is a key function within Fund Services Organisation, Record Keeping Platform (RKP), responsible for ensuring seamless execution of fund services across FILs investment vehiclesincluding retail funds, segregated mandates, real estate funds, private asset funds, and other products.

The team supports the full operational lifecycle, spanning Fund Accounting, Asset Servicing, Alternative Assets, Fund Solutions, and Shared Services. FSO ensures these services are delivered efficiently, accurately, and in line with regulatory obligations.

Within FSO, the Fund Solutions team drives the design, delivery, and oversight of operational change initiativesranging from regulatory-driven transformations to strategic platform enhancements.

About your role

The FA Delivery role within Fund Solutions is responsible for leading the implementation of operational change initiatives, with a strong focus on Fund Accounting, Middle Office and ABOR transformation. This includes delivering solutions that meet client, operational, and product requirements while integrating process improvements, technology upgrades, and regulatory changes.

You will play a key role in driving initiatives to enhance and future-proof the operating model. This involves close collaboration with upstream teamsincluding Corporate Actions, Pricing, Reference Data, and the Portfolio Services Groupas well as supporting new fund launches, particularly those requiring tailored solutions outside the standard model.

You will be accountable for ensuring that robust, well-structured transition plans are in place, and that governance and communication frameworks are effective, with clear oversight from senior stakeholders.

Key Responsibilities:

Change & Transformation Fund Accounting

  • Lead initiatives to drive operational and process improvements across fund accounting teams, ensuring alignment with strategic business goals.
  • Preparing/supporting presentations for senior management discussions to drive key decisions around process design, project timelines and prioritization of deliveries.
  • Analyze and document current-state processes, identify gaps, and design future-state solutions to support change and transformation efforts.
  • Collaborate with stakeholders across Fund Accounting Operations, Technology and external vendors to gather requirements, define scope, and validate solutions.
  • Drive the successful implementation of change projects by preparing functional specifications/business requirements, user stories, test cases, and managing UAT cycles.
  • Act as a liaison between business and technical teams, translating complex operational needs into clear development tasks and deliverables.
  • Monitor and report on project progress, risks, and issues; support resolution strategies and ensure projects stay within scope and timeline.
  • Contribute to ongoing transformation programs by assessing impact, supporting communication and reinforcing adoption.
  • Lead post-implementation reviews to assess the effectiveness of change initiatives, incorporating lessons learned into future efforts.

About you

  • Bachelors degree in finance, Accounting, Business, or a related field.
  • Minimum 8 years of experience within Fund Accounting domain, with a strong background in project management and documentation.
  • Proven experience as a Business Analyst or Change Lead in large-scale operational change or transformation projects.
  • Experience working on system implementations, upgrades, and vendor transitions.
  • Ability to challenge and provide alternative solutions and put forward recommendations.
  • Strong communications, leadership, project management, influencing, analytical, decision making, presentation and interpersonal skills.
  • Comfortable leading workshops, facilitating discussions, and driving consensus among cross-functional teams.
  • Agile methodology experience is advantageous but not essential.
  • Project management certifications are preferred.

Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its 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.

As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.

Location: FIL Bengaluru Office

Time Type: Full time