Senior Manager

5 days ago


Mumbai, India M&G Full time

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. Key Responsibilities: Day to day management of the ESG client queries , which involves ESG query responses within Salesforce:Completion of ESG client queries utilising the agreed procedures or collation of responses across teams as required, perform a QA check and send the final consolidated response back to the original recipient.Peer review of completed requests to ensure accuracy and consistency of response.Assist with the development of the query management process on Salesforce and other supporting processes.Collaboration with key internal SMEs to develop strong working relationshipsWork with the team to continue to review, develop and enhance processes with a view to increasing efficiency and accuracy.Document any new requirements & processes, working with and guiding developers on any design considerations, acting as a bridge between business requirements and tech requirements. Perform any required testing.Manages the ESG Query mailbox & proactively ensures queries are directed to the right teams across the business (based on the established team RACI)Works with Sales teams to manage expectations on turnaround times / helps support teams with prioritisationRespond with commercial & client centric approach to firm level and fund level questions in clients’ ESG questionnaires where information is available via published company reports and through previously updated requests and question bank.Collates required responses across teams, performs a QA check and sends the final consolidated response back to the original recipientBuilds up & creates allocation rules knowledge bank for automatic assigning of tasks Sourcing MI data & providing insights to support the Investment Specialists Obtaining data from MI to answer quantitative exposure queries on behalf of the Investment specialists (this involves uploading portfolios from Aladdin into MSCI and running reports / some basic excel knowledge* is required etc.).Involve the BA to shadow & learn off the Investment specialists, and ask the investment specialists to check the BAs responses before this goes out the door. Supporting MI tracking and reporting of ESG query volumetrics: Additional responsibilities: Responding to ESG Client queries through various available data sources such as MSCI ESG tool, Engagements Dashboard, ESG Scorecard, Rocketdocs, Portfolio Analytics Tool, ESG Criteria and Impact Criteria Reports, etc. Validating these responses with subject matter experts (SMEs) and gap filling as required. Issuing final response to Sales teams, Sales Directors and Client Directors. Build a strong control framework & an effective execution to evidence controls. Operational excellence & continuous improvement resulting in efficiency, impact positive client experience. Adhoc Projects & organizational initiatives. Key Stakeholder Management Internal Head of Global Client Enablement Vice President – Marketing & Distribution Asset Management Services Director External Not applicable Knowledge, Skills, Experience & Educational Qualification Knowledge & Skills (Must have): Confidence & excellent communication Good excel and power point knowledge Attention to detail Problem solver with a ‘can do’ attitude Structured approach with strong planning and execution skills Good communication and stakeholder management skills (upwards and downwards) Collaborative and natural affinity to working with multiple stakeholders across a range of business areas, including sales, investment and operations teams Tech Savy & Power BI proficient Investment Management industry experience ESG concepts knowledge is good to have (ESG education like CFA) Experience: Asset Management Client service expérience / exposure 5+ years of work experience Highly numerate, being able to work through and deal with complex concepts and data Stakeholder Management Experience of working with databases is preferable Analytical skills in order to interpret and translate large volumes of ESG data and company information to respond to the ESG client queries Strong communication skills – both verbal and written Educational Qualification: Post Graduate in any discipline / Masters in Business Administration CFA-ESG Certification is an added advantage 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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