Process Specialist - Brokerage Transformation & Change
Location: Kingswood, Surrey or Gurgaon
Department: Brokerage Operations Hub
Reports To: Process Lead Transformation & Change
Level: 4
About the Opportunity
We’re proud to have been helping our clients build better financial futures for over 50 years. Join our Brokerage Transformation & Change team and feel like you’re part of something bigger.
About your team
Brokerage Operations, as part of the Brokerage Hub, is responsible for asset servicing and administration of Brokerage holdings on Fidelity’s Retail Investment Platform. Functional responsibilities are split into five areas:
1. Trade Operations for trade & settlement
2. Corporate Actions for corporate events and dividends
3. Stock Deposits for the transfer of certificated holdings
4. Stock Plan Services (SPS) for related activities and processing
5. Controls for oversight of regulatory reporting and other controls across the team
Within the Hub, the Brokerage Transformation & Change Team is responsible for the delivery of our Change agenda within GPI&A and works closely with colleagues across Operations, Technology, Business Change, Product and Propositions.
About your role
This role covers a wide range of responsibilities including:
1. Working within project scrums for Technology, Intelligent Automation, and Business Process Improvement projects
2. Completion of testing and providing SME input
3. Decision making regarding change and escalation to Senior Management
This challenging and hands-on role would suit an individual looking for a varied role while gaining experience across GPI&A Operations, PTSS, and Technology.
Key Responsibilities & Qualities
* Support projects/enhancements/process improvements & regulatory changes
* Gather requirements & create scripts, execute testing, and resolve defects
* Work closely with teams to ensure smooth delivery of changes
* Ensure appropriate escalation of issues to management
* Manage own workload and prioritize effectively
* Strong team player with a proactive approach
* Close attention to detail
* Excellent expectation management with stakeholders
* Strong communication skills
* Take ownership of issues and ensure resolution
* Comfortable presenting to senior stakeholders
* Perform well under pressure and able to multi-task
About you
* Experience within an Operations or Customer Service background
* Brokerage knowledge is preferred
* Experience of creating test scripts and performing testing
* Understanding of change and testing processes
* Effective communicator with excellent attention to detail
* Problem solver with solution-oriented mindset
* Excellent numeracy and literacy skills
* Ability to question internal processes and encourage improvement
* Proficient in Sonata, Excel, PowerPoint, Visio, Confluence, and JIRA
* IOC exams encouraged if not already completed
Feel rewarded
We’ll offer you a comprehensive benefits package, support your development, and provide flexibility about where and when you work.
As an international financial services organisation, we are in-scope of international regulations. This position is involved in work regulated by the FCA and/or the PRA.
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