Senior Business Analyst, M&G
Asset Transition Management
Salary not provided
Excel
Senior level
London
International savings and investments company
Open for applications
International savings and investments company
1001+ employees
B2CB2BEnterpriseInvestingFinancial Services
Open for applications
Salary not provided
Excel
Senior level
London
1001+ employees
B2CB2BEnterpriseInvestingFinancial Services
Company mission
To help people manage and grow their savings and investments, responsibly.
Role
Who you are
- Strong analytical skills with the ability to identify key areas of transition risk and complexity at an early stage and determine mitigating strategies and methodologies
- Proactive and delivery focused with excellent planning skills and the ability to manage, recognise and prioritise deadlines, while responding with agility to live technical and high-risk issues as they arise
- Ability to challenge the status quo and see “big picture” solutions to increase efficiency, but equally drill down to low-level detail when required
- Takes ownership of client outcomes and drives projects forward to completion
- Advanced Excel skills with ability to interrogate big data and simplify outputs into a digestible format suitable for different audiences
- Excellent communication skills with the ability to present issues and ideas confidently to key stakeholders
- Ability to present complex technical details at senior level and produce appropriate supporting material
- Strong facilitation skills to elicit information or decisions from key stakeholders, both internally and externally
- Ability to form working relationships and demonstrate credibility with internal and external stakeholders in order to facilitate outcomes and influence decisions
- Self-starter willing to research new concepts and fill gaps in knowledge
- Competence in delivering knowledge-sharing sessions to improve cross-team knowledge and contribute to overall best practice
- Ability to think laterally and generate creative solutions
- Proven experience in asset transition management within the UK or European asset management landscape
- Demonstrated track record of successfully planning and executing asset transitions with a focus on optimising client outcome and minimising costs
- End-to-end understanding of the asset management operating model, and knowledge of the product and instrument types, regulatory environment and clients managed
- Strong understanding of asset classes i.e. equities (public and private), fixed income (public and private), derivatives (ETDs and OTCs), FX and money markets
- Understanding of transition costs and associated cost tracking methodologies
- Familiarity with core fund accounting principles highly beneficial
- Experience of end-to-end operating models and change design desirable i.e. as a business analyst or subject matter expert
- Knowledge or experience of standard technology platforms and outsource services used widely in asset management, BRS Aladdin experience desirable
- Broad industry awareness and familiarity with issues impacting asset management as a whole
- Awareness of ESG principles and their practical implications on day-to-day fund management activities desirable, but not essential
- Experience in delivering continuous improvements desirable, but not essential
What the job involves
- Reporting to a Business Solutions Design Lead, this role is primarily responsible for developing and executing the implementation approach for asset transitions
- This colleague will work with a Business Solutions Design Lead through feasibility and early planning as required, and ensure that execution aligns to the intended client outcome
- This is a pivotal role that requires active participation in feasibility and assessment activities, with the ability to identify key transition risks and potential solutions at an early stage to ensure appropriate processes and mitigations are built into the implementation plan.
- This will cover a range of technical areas, such as portfolio realignment strategy, liquidity analysis, security and cash custody transfers, restricted market exposures, novation or transfer of derivatives, currency and cash management, accounting treatment and cost tracking
- From time-to-time, the role may also require involvement in broader product change activity affecting the end-to-end operating model, such as fund launches
- Leads the design and execution of efficient transition plans, meticulously following and enhancing established run books and adhering to agreed timelines
- Collaborates with the investment and dealing teams to ensure any requirements for portfolio realignment are understood and delivered in the most cost-effective manner
- Owns the end-to-end Operational Model impact analysis and design to ensure the transition approach is appropriate for the portfolios and products in scope
- Supports the relevant Business Solutions Design Lead by providing a leading point of contact for key internal and external stakeholders for operational feasibility and implementation through all stages of the project
- Ensures that scalability, operational risk and regulatory compliance are considered in the execution plan for every initiative
- Manages internal and external party interaction and ensures appropriate level of engagement across all impacted stakeholders
- Drives forward the analysis, development, testing and delivery of new transition techniques
- Performs end-to-end set-up and ensures operational readiness activities are complete
- Ensures procedures, processes and controls are complied with and kept up-to-date, communicating any changes effectively
- Contributes to continuous improvement initiatives and ideas
- Provides support and guidance to less experienced team member, through informal mentorship, on-the-job coaching and general performance guidance
Salary benchmarks
Our take
Established through a merger with Prudential's UK and Europe operation in 2017, M&G has emerged as a leading savings and investment company. Combining five prominent brands under one umbrella - M&G Real Estate, M&G Investments, Pru, M&G Wealth, and Infracaptial - the company boasts a robust global financial services operation.
M&G's commitment to enhancing its platform's offerings is evident through substantial investments in service and support infrastructure. Innovations such as deep back-office integration, cloud-based customer relationship management tools, and e-signature software underscore the company's dedication to providing top-notch solutions.
Catering to a diverse clientele ranging from individuals to major enterprises, M&G continues to expand its international presence. The company's strategic focus on diversifying its thematic range and leveraging advancements in AI and Big Data reflects its proactive approach to capitalizing on emerging opportunities. Through new hires and a forward-thinking mindset, M&G is poised to maintain its position as a key player in the ever-evolving landscape of savings and investment.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- 8% non-contributory pension plus up to 5% matching
- Life Assurance & Death in Service
- Support, feedback and development programmes to help you reach your full potential
- Flexible culture and ways of working
- Focus on health & wellbeing
- 30 days holiday as standard (excluding bank holidays), with the ability to purchase an additional 5 days
- Time off when you need it includes carer's leave, faith leave, grandparent leave and career breaks
- New parents receive up to 26 weeks of full pay while on leave
- 4-week back-to-work transition for new parents: work 80% of your contractual hours, be paid for 100%
- New parents can take family leave in flexible blocks within the first year of birth/adaoption
Company values
- Care : We act with care – treating customers, clients and colleagues with the same level of respect we would expect for ourselves. And we invest with care, making choices for the long term
- Integrity: We empower our people at M&G to do the right thing, honouring our commitments to others and acting with conviction. Our business is built on trust and we don’t take that lightly
Company HQ
City of London, London, UK
Articles
Leadership
Andrea Rossi
(CEO, not founder)Co-Founder & Director at REsustain. Former CEO of AXA, and was an FC Girondins de Bordeaux Board Member.
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