Analyst for QRI Business Operations in Fidelity, assisting with workflows and strategic communications. Collaborating with various internal teams to support QRI initiatives and business operations.
About the role
- Provide executive level administrative support for business operations at Crowe. Engage in operational functions and collaborate with stakeholders across global business units.
Responsibilities
- Provide end‑to‑end operational support across the engagement lifecycle, including client intake, proposal support, contract administration, billing coordination, and data maintenance.
- Support global stakeholders across U.S. and other regions, including collaboration across time zones and participation in early‑morning or late‑evening calls as required.
- Maintain accurate and timely data across enterprise systems such as D365 CRM, Workday, Icertis, SharePoint, and related tools.
- Prepare and maintain Excel‑based reports, trackers, reconciliations, and dashboards to support operational reporting and decision‑making.
- Develop PowerPoint presentations and client‑ready materials for leadership updates, operational reviews, and business meetings.
- Support onboarding and training of new associates and contribute to documentation and knowledge‑sharing initiatives.
- Understand the basic procedures in different BU’s “such as confirmations.com; CaseWare; EDGAR filings; etc.” and help in delivering as support function.
- Coordinate administrative support for client service teams, including scheduling, meeting logistics, and document preparation for Partners and BU leaders.
- Collaborate with internal teams and stakeholders to identify and resolve operational issues, track deliverables, and ensure timely execution of tasks.
- Leverage firm policies and risk protocols to identify and proactively address gaps in documentation, systems, or compliance, escalating when necessary.
- Support the development and editing of client-facing materials, including presentations, reports, and invoices.
- Assist in onboarding and training of Associates and new team members, sharing knowledge of tools, systems, and best practices.
- Drive process improvements and knowledge sharing by participating in team initiatives and cross-team collaboration.
- Ensure professionalism, confidentiality, and adherence to firm policies and procedures.
Requirements
- Bachelor’s degree required – BBA, B.Com or equivalent Indian or international degree
- 5–7 years of experience in business operations, administrative support, or shared services, preferably within a professional‑services, consulting, or GCC environment.
- Advanced proficiency in Microsoft Excel (pivot tables, lookups, formulas, data analysis)
- Strong working knowledge of Microsoft PowerPoint for executive and client presentations
- Proficiency with Microsoft Outlook, Word, and enterprise systems
- Strong written and verbal communication skills, with the ability to work effectively across cultures and geographies.
- Highly organized and able to manage multiple priorities under deadlines.
Benefits
- Comprehensive benefits package
- Opportunities for career growth and leadership
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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