Assistant Manager, Portfolio Compliance Monitoring

About the role

General Counsel Shared Services team at Fidelity International provides operational support for legal, risk, compliance, tax, and public policy. The Assistant Manager will lead onboarding of new investment products, code and maintain portfolio compliance rules in Charles River, and collaborate globally to ensure accurate monitoring. Gurgaon, India, on-site work model.

What you’ll do

• Onboard new clients and code investment restrictions in compliance system
• Review regulatory and client guidelines for rule accuracy
• Maintain and test compliance system rules
• Conduct account mapping and rule applicability reviews
• Improve automated monitoring and develop new compliance rules
• Liaise with global compliance, legal, and product teams
• Prepare documentation for compliance processes
• Research ad-hoc queries and support regional compliance teams
• Assist in process reviews, projects, and ad-hoc monitoring tasks

What you’ll bring

• 9+ years investment compliance experience
• Charles River rule coding expertise
• Understanding of Charles River workflows and parameters
• Knowledge of Bloomberg, FactSet, ESG data integration
• Familiarity with UCITS, SFC, FCA, SEC regulations
• CFA or Bachelor of Business/Commerce preferred
• Business-level English communication skills
• Strategic thinking and strong facilitation skills

Skills