Senior Manager - IO - Investment Data Services (ESG)

We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G plc group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003. At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

M&G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M&G plc’s ambition to be the best loved and most successful savings and investments company in the world.

Our diversified service offerings extending from Digital Services (Digital Engineering, AI, Advanced Analytics, RPA, and BI & Insights), Business Transformation, Management Consulting & Strategy, Finance, Actuarial, Quants, Research, Information Technology, Customer Service, Risk & Compliance and Audit provide our people with exciting career growth opportunities. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

• Primary Key Responsibilities (Top 3-5 KRA)

• Effectively liaising with the UK-based Investment Data Services Team and key internal and external stakeholders to collect and verify required data from appropriate sources, ensuring accurate and timely information is supplied to the business
• Knowledge of terms and conditions of various asset classes (e.g. Fixed Income, Equities, Private, ETD & OTC Derivatives) and how they impact key analytics used by investment decision makers in order to support their queries
• Understanding the different fund types that M&G manage (eg SICAVs, RAIFs, Seg Mandates) to support the fund data in core M&G systems
• Knowledge of sustainability / ESG data sets relevant to Asset Management
• Responding to all data queries from the business in a timely manner; investigating data issues and working with fellow Data Analysts and your manager to establish an appropriate resolution
• Analysing large data sets to identify data quality issues that may need to be escalated to the business and implementing ongoing data quality controls to mitigate these issues going forward
• Understanding the lineage of data published to stakeholders within the Investment Teams, ensuring the data is appropriately governed and understood. Running regular quality controls to ensure the completeness, validity, and accuracy of this data
• Challenging current processes, driving change, proactively realising opportunities for improvements across Investment Data Services. Utilising VBA and SQL skills where applicable to help see these initiatives through to completion
• Supporting the implementation of controls and procedures and documenting the same
• Supporting the implementation of controls within M&G’s central Investment Data Platform
• Ensuring data requirements are fully supported within all required systems

• Additional Responsibilities :

• Coordination of workflow activities across the team 
• Measuring effectiveness and efficiency of functions 
• Able to work within established frameworks and procedures, with the freedom to interpret them to solve a range of problems
• Able to make suggestions for improvements to the work of the team, based on previous experience and knowledge of similar situations
• Implement appropriate systems, processes, controls and procedures as a result of Regulatory, Organisational and Strategic changes impacting the function.  
• Identifying and mitigating risks 
• Ensuring appropriate disaster recovery and business continuity plans are in place 
• To comply with regulatory requirements associated with all activities 
• Handling Audit queries 
• Daily monitoring of data quality 
• Client Relationship management 
• Training & development of the rest of the team ensuring adequate cover and cross training for key tasks. 
• A strong team player with an excellent attitude to learning
• Accountable for providing a quality service to stakeholders, using skills and knowledge built through significant practical experience and training
• Able to work within established frameworks and procedures, with the freedom to interpret them to solve a range of problems
• Able to make suggestions for improvements to the work of the team, based on previous experience and knowledge of similar situations

• Key Stakeholder Management

  Internal

  • Process Managers

  • Risk and Compliance Teams

  • India Management

  External

  • UK Portfolio managers

  • Product Specialists

  • Dealers and Trading desks

  • Sustainability Leads

  Knowledge, Skills, Experience & Educational Qualification

  Knowledge & Skills (Must Have) :

  Domain Expertise:

• Through understanding of Investment Business is mandatory
• An understanding of the investment industry with good knowledge of instruments across various asset classes (e.g. Fixed Income, Equities, Private, ETD & OTC Derivatives)
• Experience working with Asset Management sustainability data sets
• Experience using BlackRock Aladdin is a significant plus

• Technical Expertise:

• Relevant technical certification on SQL and VB Script language
• Through understanding of Bloomberg/ Reuters application usage
• Microsoft Office (Excel, Word, PowerPoint etc) skills
• Microsoft Power BI Apps

• Managerial Expertise:

• People Management: Skills in recruiting, training, mentoring, and retaining talent. Ability to foster a collaborative and productive team environment.
• Performance Management: Setting clear performance metrics, providing regular feedback, and conducting performance reviews.
• Stakeholder Management: Ability to communicate effectively with internal and external stakeholders, including senior management, clients, and regulatory bodies.
• Reporting and Presentation: Skills in preparing and presenting reports, dashboards, and data visualizations to convey insights and progress.
• Innovation: Encouraging a culture of innovation and continuous improvement within the team.
• Professional Development: Commitment to ongoing learning and development, both for oneself and for team members.
• Risk Management: Identifying potential risks and developing mitigation strategies.

• Magnitude of Impact:

• Engage with key business stakeholders on a regular basis to understand their needs, involve them in joint planning and drive overall high stakeholder satisfaction with GIC performance
• Manage team of a span of 15-20 people with 2-3 manager, build expertise and capability that can play a role beyond the GIC organization.
• Responsible for leading and managing a team of investment data services and operations professionals, providing guidance, mentoring, and support to team members, setting performance goals, conducting performance evaluations, and ensuring the team operates efficiently and effectively.
• Drive continuous improvement and constantly reinforce the value proposition of the GIC within the company through innovation and execution. Set global targets for annual improvements and drive efforts to achieve these targets (Eg: Lean, Automation, Analytics, etc.)
• Oversee work migration from vendors and onsite BUs into the GIC organization
• Strong drive and delivery, committed to achieving results and delivering on time
• Strong analytical thinking and a critical evaluator of information/issues
• End to end ownership of the processes and issue resolution
• Challenging current processes, driving change, proactively realising opportunities for improvements across Investment Data Services.
• Utilising VBA and SQL skills where applicable to help see these initiatives through to completion

• Knowledge & Skills (Additional) :

• Takes pride in working to a high standard, and thrives within a changing environment, showing initiative and drive
• Excellent attention to detail, and ability to work efficiently to meet deadlines
• Proactive self-starter, with the ability to identify problems and having the perseverance to see them through to resolution
• Good interpersonal skills, with the ability to communicate clearly and effectively, both written and orally
• Ability to generate and maintain positive relationships within the team and across the business
• An understanding of the investment lifecycle process, including the setup of funds, counterparties and the referential data required by these areas
• Appreciation of the requirements of an operational control environment
• Knowledge of clients, products and the regulations under which they operate

• Experience:

• Working experience of 12 to 15 years in a BUY side Asset Management company
• Experience in sustainability / ESG data used by Asset Management companies
• Experience handling queries and providing resolution to issues identified
• Provide data flows/ data dumps to various internal teams as per the requirement provided
• Excellent partnership and stakeholder management skills as well as build strong relationships and work collaboratively with teams across the business
• Experience of liaising, influencing and negotiating effectively with all internal and external parties and stakeholders

• Educational Qualification:

• Master’s Degree level in Finance/ Mathematics/ Economics
• CFA Qualification will be an added advantage
• FRM Certification will be desirable
• Relevant IOC or Investment Management qualification / Certification would be desirable.
• Technical certifications like SQL and VB

• M&G Behaviours relevant to all roles:

  Inspire Others: support and encourage each other, creating an environment where everyone can

  contribute and succeed

  Embrace Change: be open to change, willing to be challenged and able to adapt quickly and imaginatively

  to new ideas

  Deliver Results: focus on performance, set high standards and deliver with energy and determination

  Keep it simple: cut through complexity, keep the outcome in mind, keeping your approach simple and adapting your message to every audience

We have a diverse workforce and an inclusive culture at M&G Global Services, regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.