Manager - Performance Reporting

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.

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:

• Leading the data control and performance calculation process across the Aladdin Accounting and FactSet platforms.
• Delivering accurate regular performance reporting and ex post risk on a timely basis, with continual review of opportunities for efficiencies and their implementation
• Setting up reporting for new funds as per benchmark
• Managing and responding to methodological and technical questions across performance
• 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
• Assist with project work to enhance accuracy and efficiency within the team.
• Proactively managing key client relationships to ensure team is aligned with business objectives.
• 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.
  
  

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 3 years’ experience in investment performance
• Performance Measurement/Accounting/Data Management/Financial Reporting experience within an investment management or custodian environment
• 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, interpersonal 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)
• A strong interest and the drive to develop and transform the function towards a technology driven solution to provide greater client access to performance data. The willingness to question practices if not efficient and proactively engage stakeholders in a collaborative manner is required.
• 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
  
  

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.

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