AP - Fidelity Dalian - JD - Retail Operations -Manager -Dealing - 2011 by stariya


									                                                  Job Description

Title:                                   Operations Manager
Department:                              Retail Operations
Reports to:                              Associate Director, Retail Operations
Location:                                Dalian, China
Job Type:                                Permanent
Reference number:
Internal CoE classification:              NA

About Fidelity Worldwide Investment
Fidelity Worldwide Investment is an asset manager serving investors in all corners of the world outside North America. It
was established in 1969 and manages all significant asset classes for institutional and retail investors in long-term
savings products. Fidelity and its subsidiaries employ over 5,400 people in 23 countries managing US$255.9 billion
Fidelity’s investment style relies on fundamental research of companies and a strict bottom-up portfolio construction
discipline. This means Fidelity’s analysts and portfolio managers look closely at a company’s balance sheet and future
plans; meet regularly with and question its management; and then speak to its competitors, suppliers, customers and
anyone else who might give them information that helps to assess whether the investment is a good one. Every
investment in every portfolio is selected on its merit and ability to contribute to a better return.

The same can be said of its employees, who are encouraged to take intelligent risk in order to make small improvements
that cumulatively improve the business. Fidelity is independent, not a subsidiary of a big bank or other institution, and is
privately owned. This means that it can take long-term investment decisions rather than chase the next quarterly results
as a listed company might. Fidelity believes its independence is a considerable advantage that benefits its customers.

As well as investment management, Fidelity distributes the funds of other managers through its FundsNetworkTM
platform, administers pension schemes, and has interests in various other enterprises in Europe and Asia. For further
information please visit www.fidelityrecruitment.com

About Fidelity Technology (Dalian) Limited
Established in 2007, Fidelity Technology (Dalian) Limited is Fidelity’s first wholly owned enterprise in China, reinforcing
Fidelity’s commitment to China as a key strategic partner. Our office in Dalian is quickly establishing itself as a centre of
excellence for technology development and business operations support. In particular, the Dalian office develops and
supports systems for Fidelity’s growing businesses globally, with a focus on developing world-class web-based and
mobile technology solutions for various business groups including retail, institutional and corporate finance groups across
Japan, Hong Kong, Korea, Taiwan, Australia, Singapore, United Kingdom and United States.

Department Overview
Dalian Operations is an operational service center responsible for providing supports to Fidelity's clients in Asia Pacific,
including Hong Kong, Taiwan, Korea, Singapore and Japan. The teams provide account administration services
(including account opening, account maintenance, dealing, settlements, cash match, payment handling etc.) to clients of
different business channels in the region, including banks, brokerage firms, IFAs, insurance companies, high net-worth
direct, retail direct, institutional. The product range supported includes SICAVS, B shares, monthly dividend funds, 3rd
party funds. As some of the processes for the Asian clients are supported out of the UK head office, it is also the
responsibility of the teams to communicate with the UK Operations teams to achieve operational excellence. In addition,
the teams work very closely with the various Oversight teams (Legal, Compliance, Internal Audit, Corporate Security/AML,
and Risk) in the region to implement Oversight requirements.

Purpose of your role

Manage the team to support the deal processing and image management tasks of Asia Pacific regions. The team need to
work closely with other teams within and outside Asia Operations in order to provide professional support to business.

Your key accountabilities
        Manage all dealing / image management related processes and provide the relevant support to Asia business
        Lead the team to meet the productivity and accuracy goals and other operational goals
        Agree with relevant parties to setup operational goals and work closely with the team to achieve the goals
        Ensure the on time sign off of the processes, and meet all the product cut off timings
        Timely generate team performance dashboard, deal correction dashboard and other related reports
        Analyze team performance trends and propose improvement plans
        Closely monitor the resources availability and plan ahead on resources requirements
        Recruit and train the staff to provide professional support to business
        Evaluate staff performance, conduct performance review sessions, provide coaching and feedbacks to staff, drive
         performance excellence and retain key performers
        Work closely with different business contacts to resolve issues
        Drive for continuous process improvement
        Promote Fidelity culture in the team, build good team work
        Work closely with Operational Fraud Control and Risk Management Team to implement risk and fraud control
         related policies
        May need to work on different shifts of from 9:00 am to 6:00 pm or 10:00 am to 7:00 pm or 11:00 am to 8:00 pm
        May need to work on public holidays
        May have to work overtime when the processes require
        Other tasks or jobs assigned by the manager

Your skills and experience

        Bachelor degree and above in major of Business, Finance, Accounting or Economics
        At least 8 years of working experience
        More than 5 years of people management experience in BPO, Banking or Financial industries
        Excellent English communication skills both in oral and written
        Ability to manage and resolve complex operational issues
        Ability to identify risk and provide solutions
        Results driven, independent and proactive
        Customer focused and service-oriented
        Good communication skills
        Good presentation skill
        Sense of urgency and ability to execute
        High motivation to the business
        Flexible and positive attitude to work
        Able to work under pressures well

Fidelity Values
     Think like an entrepreneurs
     Earn the client's trust
     Act with Integrity
     Make it happen

* Assets and Resources as at 30.06.11

To top