Senior Manager – Investment Compliance Monitoring

Senior Manager – Investment Compliance Monitoring
Fidelity International

APAC/Oceania, India, Gurgaon

Oops! You need to have an account to use this feature

Sign up to access features including all filters, job matching, dashboard, apply service, etc.

Compatibility Score

Compatibility Score / Job Matching

This unique feature shows a score indicating how closely this job matches the preferences you set in your profile.

Access to this feature requires signing up.

N/A
Salary

Rank

Senior Manager

Responsibility

Functional Tower Lead

Scope

Global

Workplace

Hybrid

Functions

Finance

Reports to

Head of GC Shared services

Level

N-3

Travel Max:

0%

Posting Date

03-24-2025

Description

Department: General Counsel Shared Services

Compensation: Grade 6

About your team:

General Counsel (GC) is a trusted advisor to all parts of Fidelity International Limited (“FIL”), providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management. GC Shared Services function is a global center of expertise currently in Dalian and India, providing operational support and services to the General Counsel function.

Global Investment Compliance:

The Global Investment Compliance (GIC) function provides advice, support, oversight and challenge to teams across Fidelity’s Investment Solutions and Services (ISS) business. Stakeholders include portfolio managers, research analysts, trading desks, corporate finance, institutional teams and their respective support groups.

About your role:

Fiduciary duty to our clients and contributing to market integrity are responsibilities we take seriously, and it inspires us to do the right thing. As such, Fidelity is seeking a highly motivated individual who will play a pivotal role in supporting our global Investment Compliance Monitoring & Surveillance program. You will be responsible for ensuring the delivery of a comprehensive and effective surveillance program in collaboration with colleagues and stakeholders across the organization, in addition to the implementation and ongoing performance of desktop and thematic reviews based on business risk assessment and our risk appetite related to Fidelity’s investment management activities. Your analytical skills and dedication will contribute to the integrity and success of a comprehensive oversight and assurance program.

Senior Manager – Investment Compliance Monitoring

Key Responsibilities

  • Provide oversight and guidance to members of the Investment Compliance Surveillance and Monitoring teams.
  • Aid in the development and maintenance of the annual monitoring plan by reviewing global regulatory risk assessments and engaging with key stakeholders for review prioritisation.
  • Conduct reviews of research-related products and deliverables to ensure compliance with internal guidelines and external regulations.
  • Lead the development of dashboards, management reports, and papers for governance committees.
  • Lead the implementation of the delivery roadmap for new surveillance systems and establish/expand existing market abuse controls.
  • Handle investigations and escalations related to reviews performed by compliance team members on market abuse monitoring tools and employee communications on platforms such as email, Bloomberg, Zoom, Voice, or Teams. Assist in creation/update of policies & procedures, keeping abreast of regulatory changes and their impact.
  • Ensure market abuse and communications monitoring tools are appropriately calibrated.
  • Maintain day-to-day relationships with vendors of compliance monitoring tools.
  • Ensure governance processes are implemented and followed for all supported activities, including SLAs, SOWs, timeliness, daily checklists, and monthly metrics reporting.
  • Build and retain a high-performing team, including acquiring the right talent, providing training, career development, performance management, and succession planning.

Qualification & Requirements

  • Preferably 10+ years of experience in a Compliance or assurance-type role within the financial services industry.
  • Firm understanding of concepts and practices relating to monitoring and surveillance.
  • Strong analytical skills and experience performing thematic reviews or audits would be beneficial.
  • Excellent written and verbal communication skills.
  • Proven ability to coordinate and work with teammates and stakeholders across multiple locations.
  • Strong organizational skills, capacity to work under pressure & remain motivated while completing routine tasks.

Benefits

No information available.

Company Profile

Fidelity International
Industry

Financial Services

Revenue

$6.1B

Employees

8,000

Fortune 500 Rank

NA

Global 500 Rank

NA

View Company Profile