AVP - Business Analyst - Investment Platform
M&G
IT
Pune, Maharashtra, India
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.
About M&G India
We are M&G India, the strategic innovation and digital hub for M&G. Established in 2003, we have offices in Mumbai and Pune.
Our teams work closely with colleagues across the Group worldwide to drive transformation, build digital capability, and support sustainable growth. By leveraging technology, AI, automation, and process excellence, we bring new ways of thinking to improve outcomes for both customers and colleagues.
Grounded in a vibrant culture with strong foundations, we are central to how M&G is transforming as a business.
About M&G
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.
Through 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.
The Investment Platform team is a central team within Investment Transformation and Technology, reporting to the Investment COO with a global remit. The team works with teams across M&G to support the global Investment Platform and implement change on the platform.
This is a Business Analyst position, and will be perfect for somebody with experience in the Front Office (ideally across a number of asset classes), who is passionate about utilising technology to transform how the Front Office operates, and is keen to get further exposure to a number of asset classes and technology capabilities.
The role holder will work with senior Change Managers across Public or Private Assets to support on various activities, including but not limited to:
• Understanding business requirements, and designing technical solutions – in conjunction with our architecture team and engineering squads
• Configuring changes in Aladdin, and working with BRS on new feature requests
• Business analysis, ranging from business process through to data integration analysis
• Attending daily stand-up meetings with the engineering and change management teams
• Articulating business requirements in a way that the engineering teams can understand, and working closely to ensure that they deliver solutions that meet the business needs
• Supporting with people change management activities following the release of new functionality
• Participating in quarterly and sprint planning, to ensure that key business outcomes are achieved – including managing backlogs via Jira
• Work closely with the Front Office business stakeholders, providing regular updates on progress
KEY ACCOUNTABILITIES AND RESPONSABILITIES:
- Deliver Stories: Ensure timely delivery of user stories and other project deliverables within agreed timelines.
- Business Case Development: Lead the creation of business cases and associated operating models for projects, ensuring alignment with strategic goals.
- Benefits Realisation: Assist the Project/Programme Manager in identifying and defining benefits and managing their realisation throughout the project lifecycle.
- Requirements Gathering: Produce detailed requirements (including epics and user stories) through interviews, analysis, workshops, prototyping, data analysis, and workflow analysis.
- Information Evaluation: Critically evaluate information gathered from multiple sources to ensure accuracy and relevance.
- Stakeholder Communication: Proactively communicate and collaborate with internal and external stakeholders to understand information needs, functional requirements, existing capabilities, and feasibility.
- Independent Work: Act as a self-starter, working independently and with users to define concepts under the direction of the Project/Programme/Change Manager.
- Project Team Collaboration: Drive and challenge project team members on their assumptions and plans to ensure successful execution.
- Analytical Skills: Leverage strong analytical skills to interpret customer business needs and translate them into operational requirements.
- Problem Solving: Demonstrate critical problem solving skills when presenting design/solution options.
- Business As Usual: Have end to end awareness of the business outcome and how that is going to be implemented and landed successfully in BAU, thereby ensuring existing working functionalities are not impacted.
- Risk Identification: Ensure concerns to project delivery are raised through appropriate channels, and risks, if any, are highlighted on timely basis.
- Technical Vision: Collaborate with implementation teams and subject matter experts to establish the technical vision and analyse trade-offs between usability and performance needs.
- Specification Compliance: Ensure technology builds or business processes meet specifications and participate in test preparation and execution.
- External Documentation: Contribute to key external-facing documents such as Service Level Agreements and manage third-party analysis deliverables, focusing on quality and relevance.
- Operational Readiness: Work with business teams to facilitate operational readiness and ensure smooth transitions.
- Solution Validation: Ensure the overall solution meets agreed objectives and expectations set by the project and programme.
- Test Planning Alignment: Align test planning with the Test Manager and Project Manager to ensure comprehensive test coverage.
- Training Documentation: Lead the responsibility for handing over training documentation and conducting training sessions as needed.
Front Office Technology Specific Responsibilities:
- Portfolio Management Systems: Support and enhance portfolio management systems to ensure they meet the needs of portfolio managers and analysts.
- Market Data Integration: Integrate and manage market data feeds, ensuring the accuracy and timeliness of data used in investment decisions.
- Risk Management Tools: Develop and maintain tools for real-time risk management, ensuring that portfolio managers have the necessary information to manage risk effectively.
- Order Management Systems (OMS): Support and enhance OMS to ensure efficient order execution, compliance with regulatory requirements, and alignment with investment strategies.
M&G Behaviours relevant to all roles:
Tell it like it is : Respectfully speaking up to create better ways forward – both direct and empathetic
Own it now : Putting your name on things with confidence to drive progress and results quickly Moving it forward Together : forming cross functional teams to seize the right opportunities and solve real problems
With Care and integrity…
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.