KARTHICK RAJ
Chennai
Summary
Dynamic Delivery Manager at Fidelity Investments with expertise in project management and team leadership. Proven track record in enhancing operational efficiency through process optimization and KPI monitoring. Successfully centralized performance metrics, driving service excellence initiatives. Adept at conflict resolution and fostering collaboration across teams to mitigate compliance risks.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Delivery Manager – Testing and Reporting services
Fidelity Investments
01.2024 - Current
- Leading a 15-member team delivering 401(k) regulatory compliance testing as per ERISA and IRS guidelines.
- Leading and ensuring that the team delivers all the crucial financial and compliance reporting for plan and ensure timely IRS Form 5500 filings.
- Efficient collaboration with legal, operations, and relationship teams to mitigate compliance risks.
- Monitoring SLA/KPI performance and allocating work effectively.
- Driving upskilling initiatives and process improvements across the team.
- Lead People performance discussion
- Developed a skill matrix and ensured 25% SME coverage across processes to enhance resilience and operational efficiency.
- Key Achievement – Service Excellence Initiative
- Led the centralization of key performance indicators (KPIs) as part of a global Service Excellence initiative.
- Developed a comprehensive dashboard that provided global leadership with a holistic view of performance metrics.
Senior Analyst- Data Exchange Implementation
Fidelity Investments
01.2019 - 01.2024
- End to End management of projects to ensure smooth and successful completion as per client requirement.
- As an SME lead with informal authority, gathered the requirements from client/vendor and managed the project end to end collaborated between the client and the technical team to ensure Secure File transfer Protocol (SFTP) is complete with great authenticity.
- Problem resolving capabilities with an end object to resolve the customer discrepancy and address the issues.
- Understanding the project requirement and implementing it end to end for onboarding the client into the organization
Analyst- Service Installation Group, DC implementation
Fidelity Investments
01.2017 - 01.2019
- The Primary Job is to work on Configuration (New Plan) & Re-Configuration (Existing Plan) by adding/removing the services which we provide to the client.
- The service like ET, OLE, AE and other would be configured to the new plan and we touch up more on Reconfiguration (Ongoing Plan) plan on these services.
- There are new products introduced and our responsibility is to ensure the newly configured Product works fine from both the ends i.e. from client & the Organization (Fidelity).
Associate/Senior Associate/ Work group Leader- Money- In (DC)
Fidelity Investments
01.2010 - 01.2017
- Owning account reconciliations related to bank accounts and investments made on behalf of employees to ensure on time & accurate investments
- On time completion of day-to-day requirements by ensuring the quality and SLA are met.
- Leading the daily production meetings and Facilitating communication of inter-company departments
- Capacity planning strategy in allocating work across team members
- Analyzing the root cause of errors & control breakdowns to implement sustainable remedial actions
- Maintaining healthy work environment and inculcating bonded teamwork with high work ethics
- Conducting daily huddle to cascade the updates, discuss about the errors, share the best practices and encourage team members to share their learning
Education
Bachelor of Commerce -
Ramakrishna Mission Vivekananda College
Chennai, Madras01.2010
Higher Secondary -
Muthialpet Higher Secondary School
Chennai01.2007
Secondary School -
Muthialpet Higher Secondary School
Chennai01.2005
Skills
- Microsoft Office Suite
- Project management
- Secure file transfer implementation
- Communication skills
- Conflict resolution
- Capacity planning
- Process optimization
- Risk management
- Performance evaluation
- KPI monitoring
- Team leadership
Certification
- Project Management Fundamentals
- Communication for New Managers
Accomplishments
- Awarded "You Have Earned It" Individual Award for managing high volumes and adapting to operational change.
- Recognized for resolving reconciliation issues, enhancing accuracy and stakeholder satisfaction.
- Implemented 3 Operational Excellence Plans, improving process efficiency and control.
- Received client appreciation for timely and complete project delivery.
- Developed SOPs for Payroll clients, enabling end-to-end visibility in the Money-In process.
- Led risk-based audits for US support and operations teams, driving compliance and improvement.
CORE COMPETENCIES
- Strategic Thinking & Execution
- Team Development & Leadership
- Client & Stakeholder Engagement
- Delivery & Program Leadership
- Project Management
- Regulatory Compliance & Risk Management
- Process Improvement & Quality Governance
- Data quality assurance
- Data-Driven Decision Making
- Operational Excellence
SOFT SKILL
- Strong analytical and critical thinking
- Effective cross-cultural communication
- Creative and solution-oriented problem solving
- Resilience and adaptability in dynamic environments
- Stakeholder management
Timeline
Delivery Manager – Testing and Reporting services
Fidelity Investments
01.2024 - Current
Senior Analyst- Data Exchange Implementation
Fidelity Investments
01.2019 - 01.2024
Analyst- Service Installation Group, DC implementation
Fidelity Investments
01.2017 - 01.2019
Associate/Senior Associate/ Work group Leader- Money- In (DC)
Fidelity Investments
01.2010 - 01.2017
Bachelor of Commerce -
Ramakrishna Mission Vivekananda College
Higher Secondary -
Muthialpet Higher Secondary School
Secondary School -
Muthialpet Higher Secondary School
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