Associate Director, Investment Management Business Finance

We are seeking a high-performing finance leader to operate at the centre of strategic decision-making within this platform. This role partners with and supports leaders across Investment Management as part of a small, professional and close-knit Business Finance team, operating under the direction of the Head of Investment Management Business Finance and CFO for Investment Management. This is not a reporting role. It is a commercially focused, analytically rigorous position designed to influence capital allocation, resource deployment, pricing, investment capability expansion and long-term enterprise value creation. This role is distinctive:

• Direct exposure to senior investment leadership.
• Influence over a global, multi-strategy investment platform.
• Strategic and analytical depth way beyond traditional FP&A.
• Operating at the interface of finance, commercial strategy, performance and resource allocation.
• Part of a CFO transformation programme modernising the function through data and AI.
The Context The CFO Group is evolving through our Finance Fast Forward programme to become a contemporary, data-led and commercially impactful function. We are seeking to embed advanced analytics, automation and AI to enhance insight, challenge and value creation across the organisation. Investment Management comprises ~700 colleagues globally, including 370+ Investment Professionals operating across Equities, Fixed Income, Multi-Asset, Systematic and Real Estate strategies. The business is led by the Head of Asset Management and supported by a dedicated small, tight knit Business Finance team. Your Impact You will shape financial insight, influence strategic decisions and enhance performance across Investment Management. Key areas of focus include: Strategic Finance Partnering
• Act as a trusted advisor to senior IM leaders.
• Translate financial analysis into clear commercial recommendations.
• Represent Finance in selected IM forums and initiatives.
Performance Insight & Narrative
• Deliver high-quality performance reporting and analysis.
• Provide oversight and quality assurance of reporting inputs.
• Drive consistency, quality, utility and timeliness to reporting.
• Articulate drivers, risks and sensitivities with clarity and authority.
• Develop compelling financial narratives that drive action.
Planning & Forecasting Leadership
• Support delivery of annual budget, forecasts and multi-year planning.
• Enhance forward-looking insight and scenario modelling capability.
Value Creation & Investment Appraisal
• Develop business cases, pricing analysis and investment appraisals.
• Provide modelling support for strategic initiatives and periodic M&A activity.
• Identify structural opportunities to improve operating leverage.
Finance Transformation & Capability
• Drive simplification, standardisation and automation of IM finance processes.
• Leverage data and AI to improve insight and decision support.
• Support capability development across UK and global finance teams
  
  We are looking for individuals with a strong foundation in analytical finance and a proven ability to operate at senior levels. You will bring:
• Professional qualification (ACA, ACCA, CIMA or equivalent).
• A keen interest in and experience of the Investment Management industry.
• Advanced financial modelling capability.
• Strong commercial judgement and intellectual rigour.
• Confidence in engaging and influencing senior stakeholders.
• Ability to distil complex analysis into clear strategic insight and recommendations.
• Experience operating within international, matrixed organisations.
• A data-first mindset, with interest in leveraging advanced analytics and AI to drive business outcomes.
You are credible, analytical and outcome-oriented - comfortable operating at pace while maintaining precision. You are team player, flexible, adept at managing multiple priorities and willing to 'get stuck in'.

We're 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 Business Finance team and feel like you're part of something bigger. Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. The Opportunity - Shape the Financial Strategy of a $500bn Investment Platform Investment Management is the core value engine of Fidelity International, managing over $500bn of assets across global hubs in London, Tokyo, Hong Kong, Singapore and Sydney.