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Performance Oversight Specialist

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 5 days ago

No clicks

**Performance Oversight Specialist** in Gurgaon. Key responsibilities: Produce PM compensation reports, create/maintain composites, manage regulatory ex-post risk, participate in GIPS audits, and respond to data requests. Required skills: Analytical mindset, strong communication, teamwork, accuracy, and deadline management. Preferred skills include performance knowledge, advanced Excel, and Power BI. Full-time role, permanent.

Compensation
Not specified

Currency: Not specified

City
Gurgaon
Country
India

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 14 June 2026

Job Description

Title: Performance Oversight Specialist

Department: Performance Analytics Oversight

Location: Gurgaon

Reports To: Head of Performance Oversight

Job Type: Permanent, Full Time

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.

About Performance Group

The Performance group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The department is located in Dublin and consists of several teams that provide a variety of investment performance related services and analysis to all areas of the FIL business. The group comprises of teams that are responsible for performance measurement and portfolio analysis for over 2000 Institutional and Retail funds. The data provided will include fund and benchmark returns, performance attribution, as well as ex-post risk analysis. Another team will take responsibility for data integrity on the teams core database. The Oversight team is responsible for calculating Portfolio Manager Compensation metrics and supporting our GIPS compliance, supporting regulatory initiatives and on providing more complex analysis and supporting senior management reporting.

Purpose of your role

The performance oversight team is responsible for ensuring our compliance with the GIPS standards and regulatory performance and risk (KIIDs, PRIIPs). The team works closely with senior investment staff to compute PM variable compensation and all senior management and board reporting. The team works with many stakeholders in both the investment and distribution business. The team will be based in Dublin and Guargon.

What youll do

Principle duties:

Production of PM compensation reports

Creating and maintaining composites

Management of regulatory ex-post risk for UCITS KIID (SRII) & PRIPPs (SRI)

Participation in the annual GIPS audit

Responding to ad-hoc queries and requests for analysis

Working closely with the retail and institutional teams for composite analysis

Involvement in projects and systems testing as required.

Your skills and experience

  • Numerically/analytically minded.
  • Self-motivated and responsive to a changing environment.
  • Effective communication skills and the ability to deal with people at all levels (up to senior management)
  • Team contributor
  • Accuracy and attention to detail.
  • Ability to work to tight deadlines.
  • Performance knowledge is an advantage but not essential as training will be provided.
  • Excel and Power BI knowledge is highly desirable.

Location: Gurgaon Office

Time Type: Full time

Performance Oversight Specialist

Compensation

Not specified

City: Gurgaon

Country: India

Fidelity Investments logo
Asset Management

5 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Performance Oversight Specialist** in Gurgaon. Key responsibilities: Produce PM compensation reports, create/maintain composites, manage regulatory ex-post risk, participate in GIPS audits, and respond to data requests. Required skills: Analytical mindset, strong communication, teamwork, accuracy, and deadline management. Preferred skills include performance knowledge, advanced Excel, and Power BI. Full-time role, permanent.

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 14 June 2026

Job Description

Title: Performance Oversight Specialist

Department: Performance Analytics Oversight

Location: Gurgaon

Reports To: Head of Performance Oversight

Job Type: Permanent, Full Time

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.

About Performance Group

The Performance group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The department is located in Dublin and consists of several teams that provide a variety of investment performance related services and analysis to all areas of the FIL business. The group comprises of teams that are responsible for performance measurement and portfolio analysis for over 2000 Institutional and Retail funds. The data provided will include fund and benchmark returns, performance attribution, as well as ex-post risk analysis. Another team will take responsibility for data integrity on the teams core database. The Oversight team is responsible for calculating Portfolio Manager Compensation metrics and supporting our GIPS compliance, supporting regulatory initiatives and on providing more complex analysis and supporting senior management reporting.

Purpose of your role

The performance oversight team is responsible for ensuring our compliance with the GIPS standards and regulatory performance and risk (KIIDs, PRIIPs). The team works closely with senior investment staff to compute PM variable compensation and all senior management and board reporting. The team works with many stakeholders in both the investment and distribution business. The team will be based in Dublin and Guargon.

What youll do

Principle duties:

Production of PM compensation reports

Creating and maintaining composites

Management of regulatory ex-post risk for UCITS KIID (SRII) & PRIPPs (SRI)

Participation in the annual GIPS audit

Responding to ad-hoc queries and requests for analysis

Working closely with the retail and institutional teams for composite analysis

Involvement in projects and systems testing as required.

Your skills and experience

  • Numerically/analytically minded.
  • Self-motivated and responsive to a changing environment.
  • Effective communication skills and the ability to deal with people at all levels (up to senior management)
  • Team contributor
  • Accuracy and attention to detail.
  • Ability to work to tight deadlines.
  • Performance knowledge is an advantage but not essential as training will be provided.
  • Excel and Power BI knowledge is highly desirable.

Location: Gurgaon Office

Time Type: Full time