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AVP Performance Reporting & Data Solutions
full-timeMumbai

Summary

Location

Mumbai

Type

full-time

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About this role

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 group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003.

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. 

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

M&G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M&G’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.

  • Overall Job Purpose

    Investment Performance Team provides high level performance figures and analytics of the drivers of that performance across funds and mandates managed by M&G.       

    The Assistant Vice President, Performance Reporting role supports the M&G Global Investment Performance and Reporting team, delivering to the Investment Risk & Performance team, M&G plc on:

  • Calculating performance and ex post risk accurately and ensuring these are reporting effectively and efficiently across institutional and retail clients, across all asset classes including private assets.

  • Supporting internal and external clients and stakeholders and third parties

  • Lead delivery of projects to improve data quality, correct errors and bring efficiencies in performance data reporting

  • Accountabilities/Responsibilities

  • The key responsibilities of this role are to support the delivery of the Investment Risk and Performance team’s objectives across M&G plc, providing consolidated risk analysis and management information for Senior Management as required.  This involves:

  • The data control and performance calculation process across the Aladdin Accounting and FactSet platforms.

  • Will be the Performance team’s point of contact for the relationship with desks and distribution in Asia.

  • Responsible for the data quality to allow the reporting of analysis of the underlying investments in portfolios across multiple asset types.

  • Proactively managing key client relationships to ensure team is aligned with business objectives. Ensures interaction with stakeholders regularly.

  • A comprehensive knowledge of investment products and performance measurement techniques

  • Delivering accurate regular performance reporting and ex post risk on a timely basis, with continual review of opportunities for efficiencies and their implementation

  • Managing and responding to methodological and technical questions across performance

  • Competence / Knowledge / Skills required

  • Qualification & Certifications

  • Chartered Financial Analyst (CFA) / Certificate in Investment Performance Measurement (CIPM) holder or working towards these qualifications is desirable.

  • Experience / Knowledge / Skills

  • Minimum of 12+ years’ experience in investment performance

  • Performance Measurement/Accounting/Data Management/Financial Reporting experience within an investment management or custodian environment

  • Have strong performance measurement, ex post risk and attribution knowledge with a desire to develop analysis and enhance the client experience

  • Have a comprehensive knowledge of investment products and performance measurement techniques (e.g. Modified Dietz; money weighted; performance related fees; performance objective measures; GIPS; and MI)

  • Will have a strong understanding of attribution and contribution methodologies and exposure to systems such as FactSet and Aladdin

  • Solid mathematical background

  • Strong understanding of investment industry; UK industry knowledge will be a significant advantage

  • Systems and data management tools experience (Python, SQL, Power BI, Aladdin, FactSet, StatPro, Reuters Eikon) will be advantageous

  • Excellent written and verbal communication skills and stakeholder management skills (essential)

  • Ability to challenge constructively, and to be pragmatic where appropriate (essential)

  • Ability to work collaboratively across virtual teams and broader Risk & Resilience function whilst also being to work independently under own initiative (essential)

  • Curious and continually looking to seek out improvements and not just accepting the status quo

  • Strong drive and delivery, committed to achieving results and delivering on time (essential)

  • Strong analytical thinking and a critical evaluator of information/issues

  • Ability to operate remotely, in a diverse and multi-cultural environment.  International work or consultancy exposure would be a definite plus

  • Supporting both the Global Investment Performance Standards (GIPS) system and the verification process

  • Reconciliation of performance numbers between custodian, performance engine and attribution system

  • Dealing with ad-hoc queries from Fund Managers, Client Directors, Investment Specialists, Investment Risk, Sales & Marketing, and Clients.

  • Working with Back Office and Technology to ensure a high quality of data is feeding the performance and attribution systems

  • Contributes to the team being stakeholder focused, responding to ad hoc requests and considers scalable solutions as and when necessary.

  • Lead and deliver project work to enhance accuracy and efficiency within the team.

  • Managing stakeholders effectively and work collaboratively with other Risk teams as well as the first line embedded risk and control teams, to support the maintenance of a robust integrated control framework.

  • Working with the wider Investment Risk and Performance team to drive improvements and enhancements based on experience.

  • Working flexibly and building collaboratively constructive and supportive working relationships with teams across M&G plc and suppliers

  • Ensuring compliance to the people policies, Group Code of Conduct and embedding desired behaviours, including completion of any mandatory training requirements.

  • Keep abreast of industry trends, regulatory and business issues

  • Use of technical knowledge, business understanding and expert judgement, to quickly identify underlying issues and escalate issues, where appropriate.

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.

Other facts

Tech stack
Performance Measurement,Data Management,Financial Reporting,Investment Products,Attribution Methodologies,Analytical Thinking,Stakeholder Management,Python,SQL,Power BI,FactSet,Aladdin,GIPS,Risk Management,Communication Skills,Project Management

About M&G plc

Welcome to 10FA India Private Limited.
Formerly known as Prudential Global Services Private Limited.

We are M&G plc's capability centre based in Mumbai, initially started as a back-office operational support to the UK business unit.

However, over the recent years, we have significantly increased the breadth and depth of our capabilities and offerings to keep pace with the changing needs of the Group. These include Digital & Knowledge Services, Finance and Actuarial, Information Technology (IT), Customer Service, Risk and Audit.

Our core purpose is to be a strategic partner to M&G plc, enabling growth by delivering change and driving synergies through a highly capable and agile workforce.

With our diversified service offerings we provide our people with exciting opportunities to grow personally and professionally.

M&G plc is a leading savings and investments business serving around 5.5 million retail customers and more than 800 institutional clients.
It’s innovative asset management and customer solutions are supported by extensive investment capabilities, an international distribution network and two strong brands: Prudential and M&G Investments.

Team size: 501-1,000 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 2002

What you'll do

  • The role involves supporting the Investment Risk and Performance team by delivering consolidated risk analysis and management information. Key tasks include managing data quality, performance calculations, and stakeholder interactions.

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Frequently Asked Questions

What does a AVP Performance Reporting & Data Solutions do at M&G plc?

As a AVP Performance Reporting & Data Solutions at M&G plc, you will: the role involves supporting the Investment Risk and Performance team by delivering consolidated risk analysis and management information. Key tasks include managing data quality, performance calculations, and stakeholder interactions..

Why join M&G plc as a AVP Performance Reporting & Data Solutions?

M&G plc is a leading Financial Services company.

Is the AVP Performance Reporting & Data Solutions position at M&G plc remote?

The AVP Performance Reporting & Data Solutions position at M&G plc is based in Mumbai, India. Contact the company through Clera for specific work arrangement details.

How do I apply for the AVP Performance Reporting & Data Solutions position at M&G plc?

You can apply for the AVP Performance Reporting & Data Solutions position at M&G plc directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about M&G plc on their website.