Job Description

About the Opportunity Job Type: Permanent

Application Deadline: 31 January 2023



Title: Senior Analyst - PMO

Department: WPFH - PMO

Location: Gurgaon, India

Grade : 3

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 WPFH team and feel like youre part of something bigger.

Department Description

The Workplace Investing and Personal Financial Health (WPFH) Technology provides systems development, business analysis, architecture & engineering, implementation and support services for FILs Workplace Investing, Personal Investing and Advisory businesses in UK, Continental Europe, Asia Pacific regions.

Fidelity Personal Investing (PI) offers a guidance service to customers who wish to invest directly with Fidelity (without a financial adviser or broker). We have PI offerings in the UK, Germany, Japan, Taiwan and Hong Kong.

The Advisor Platform is where intermediaries and clients linked with intermediaries can invest on the platform. Financial advisers manage their business and Fidelity support them in giving the most effective advice to clients looking to save money and plan for their retirements. This is done through our Fidelity Platform Business - FundsNetwork (FNW) in UK, Fidelity Frankfurter Fondsbank (FFB) in Germany & Austria.

Workplace Investing offers investments and administrative services for both global and local corporate pension schemes and their employees. The corporate is the client of Fidelity and the employees are the members of the scheme. There are WI offerings in the UK, Germany and Hong Kong, along with the IPP based out of Dublin serving international companies.

The WPFH Programme Management Office provide common planning and reporting processes and bring structure and support to evaluating, planning, tracking and executing projects. The PMO also define and maintain the standards and processes related to programme / project management within the portfolio.

Purpose of your role

This role is for an experienced PMO analyst to work within the WPFH Team. The successful candidate will be expected to work on Resourcing, Financials, Budgeting, Forecasting and project governance. As such, the role requires a high level of flexibility and the ability to work under pressure.Excellent written and verbal communications skills are essential to communicate effectively and appropriately to both business users and systems colleagues at all levels.

The role requires close working with colleagues across various geographies like UK, Ireland, Germany, and as such the candidate sometimes may be required to work UK/Europe business hours. This demanding role would perfectly suit a dynamic individual looking to work in a fast-paced environment to ensure the smooth running of business-critical systems.

Key Responsibilities

Resource Management: Track project demands and resource allocations; facilitate management approvals and coordinate resource procurement and on-boarding (need based). The main tasks are listed below-

• Demand forecasting: Maintain a view of project resource demands, against which resources are allocated to projects.
• Resource tracking: Maintain resource master tracker for the portfolio.
• Facilitate management approvals for hiring, contract extensions, role upgrades, organisation change notifications etc.
• Managing Projects and allocations of Resources in Clarity Tool.

Financial Management: Coordinate financial management activities of the projects and programme. The main tasks are listed below-

• Annual CTB budget-setting process: Work with the project managers to understand various project level demands, prepare portfolio level forecasts and coordinate submissions and reviews with Sr. Management & Business Finance.
• Review utilisation and re-forecast: On a monthly basis tracking of actual project cost, variance against the approved budget, re-forecasting future cost.
• Clarity / Timesheets: The tool Clarity is used for time booking. The PMO coordinate project set-up & resource allocation in Clarity and track time booking and utilisation.
• Financial analysis: Comparing Month End Actuals with Forecast and highlighting significant variances. Analysis of hours filled on different projects/Portfolios.

Management Information/Reporting: Preparing different Dashboards and reports that impact the decision making for Top management.

• Dashboards for Strategy programme, Pipeline Review Meetings, Month End submissions.
• Hiring Dashboards and Vacancy trackers.
• Headcount Reports, Clarity Allocation and Project reporting.
• Timesheet Defaulter reports.
• Utilization and Capacity management reports

Process Analysis and improvements:

• Analysis of programs that include pipeline improvement initiatives. This involves working on Financial reports, Risk reports, Resource hours and timesheet booking analysis.
• Provide management operations support and reporting to leadership to help them run their portfolios understand key performance metrics and drive performance improvements.
• Analysis of open vacancies and hiring reports which are further used for cost control measures by top management.

Project Governance & Delivery: The project managers own and manage their respective projects. The PMO look after portfolio level governance and provide need based internal consultancy and metrics. The main activities are outlined below-

• Delivery: The PMO support portfolio and programme level planning, redundant processes and delivery alignments. Ensure that projects align with in the budget constraints, review of delivery schedule and outstanding demands with different stakeholders.
• Tracking: The PMO maintain project delivery milestones for the portfolio. These help drives status tracking and forecasting. The risk and issue log give visibility on portfolio level risks and facilitates review / escalation as required.

Other activities include: Activities that are either ad-hoc in nature and/or dont fall into the previous categories-

• Contractor timesheets: Facilitate contractor timesheet approvals.
• Logistics and administrative: Desk movements, seating, facilities etc.
• Collaboration: Org chart working on MS Visio, wider use/adoption of tools e.g. SharePoint etc.

Experience and Qualifications

• 5+ years of Hands on experience in Project/Programme management

Essential Skills / Experience

• Proficient experience in MS Excel is a must (Hands on in applying Pivot tables, Vlookup,Power BI, Macros etc)
• Working knowledge of tools like Clarity, Sharepoint, Workday and Directa is preferred
• Experience and Knowledge of MS Office tools like Power Point, Visio, MS Word etc.
• Diagnostic and analytical skills
• Good communication skills - both verbal and written.

Desirable Skills / Experience

• Excellent data capturing skills and orientation to detail
• Experience in handling large volume of data in Excel Spreadsheets.
• Good Project Management and coordination skills.
• Ability to prioritize and manage own workload in a pressurised and deadline driven environment, operating within tight timeframes
• Proactive, hands-on with can-do approach
• A positive, flexible and proactive approach
• Strong team player

Personal Characteristics

• Good interpersonal and communication skills.
• Strong team player
• Ability to work at a strategic and tactical level
• Ability to convey strong messages in a polite but firm manner
• Self-motivation is essential, should demonstrate commitment to high quality design and development.
• Ability to develop & maintain working relationships with a number of stakeholders.
• Flexibility and an open attitude to change.
• Problem solving skills with the ability to think laterally, and to think with a medium term and long-term perspective
• Ability to learn and quickly get familiar with a complex business and technology environment

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.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Fidelity International