Senior Manager - Business Analysis

Job Type: Permanent

Title Senior Manager - Business Analysis

Department AMP Platform, Research Sustainability

Location Bengaluru, India

Reports To Associate Director, Business Analyst

Level 6

We are proud to have been helping our clients build better financial futures, for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Asset Management Platform (AMP) Delivery team and feel part of something bigger.

AMP Delivery is responsible for the design and delivery of all changes in business process and/or technology solutions that support the growth for Fidelity's Global Investment Solutions Services business. We partner with Investment Management, Asset Management Operations and Distribution teams across London, Hong Kong, Tokyo, Toronto, Australia, Singapore, and China.

The Research Sustainability team delivers strategic initiatives that enhance investment decision-making through modern research workflows, investment data platforms, sustainability capabilities, advanced analytics, and AI-powered solutions. We are increasingly leveraging Large Language Models (LLMs), frontier AI models, and agentic workflows to transform how investment professionals discover insights, conduct research, and make investment decisions across Equities, Fixed Income, and Multi-Asset.

Fidelity is investing in several strategic programmes to transform the way investment professionals discover insights, conduct research, manage portfolios, and deliver superior client outcomes.

As the Senior Manager - Business Analysis within the Research Sustainability team, you will shape the vision, strategy and delivery of AI-powered products that transform how investment professionals discover insights, conduct research and make investment decisions. Working closely with Portfolio Managers, Research Analysts, Sustainability teams, Architects and Engineers, you will define and deliver next-generation capabilities leveraging Generative AI, agentic workflows and advanced analytics to create measurable business value across global investment teams.

In the role, you will:

• Shape the vision, roadmap and prioritisation of AI-powered products and capabilities supporting Research Sustainability workflows.
• Partner with Portfolio Managers, Research Analysts, Sustainability teams and senior stakeholders to identify opportunities that improve investment decision-making, research productivity and workflow efficiency.
• Lead the transformation of research and sustainability workflows through Generative AI, agentic workflows, advanced analytics and modern investment data platforms.
• Define and prioritise product requirements, success metrics and business outcomes, ensuring solutions deliver measurable value, user adoption and operational efficiency.
• Collaborate with Product Managers, Architects, Engineers and Data Scientists to design and deliver scalable, secure and reusable AI-enabled solutions.
• Shape future-state operating models and drive the adoption of AI-enabled ways of working across global investment teams.
• Ensure solutions comply with enterprise architecture, data governance, regulatory requirements and Responsible AI standards.
• Evaluate emerging technologies, AI capabilities and external partners to support Fidelity's strategic investment technology agenda.

With a solid background in the analysis, design and implementation of complex investment management technology solutions, you're the specialist we need. You bring:

• 10+ years' experience delivering technology, product or transformation initiatives within Investment Management, covering Research, Sustainability and Portfolio Management.
• Proven experience owning and delivering complex front-office technology, digital or AI-enabled solutions from discovery through implementation.
• Strong understanding of research, sustainability, portfolio management and investment decision-making workflows with key emphasis on Fixed Income investment products including Corporate Bonds, Government Bonds, Credit, Money Markets and related securities.
• Experience delivering AI-powered solutions, including Large Language Models (LLMs), Retrieval Augmented Generation (RAG), AI assistants, agentic workflows and knowledge discovery platforms.
• Demonstrated product management experience, including product strategy, roadmap development, prioritisation, backlog management and value realisation.
• Strong stakeholder management skills, with the ability to influence senior investment, business and technology leaders across global teams.
• Knowledge of investment data providers and platforms, such as Bloomberg, FactSet, MSCI and Morningstar, as well as similar research ecosystems.
• Excellent communication, problem-solving and collaboration skills, with experience leading cross-functional teams in a global environment.
• Strong commercial acumen, with the ability to define product success measures and demonstrate business value from technology and AI investments.
• Degree-level education; CFA, FRM, CIPM or related professional qualifications would be advantageous.

You'll play a key role in shaping the next generation of investment management capabilities by combining product leadership, investment domain expertise and AI-driven innovation. Working with colleagues across multiple regions and asset classes, you'll help deliver solutions that enable better investment decisions, improve operational efficiency, and create long-term value for our clients.