Vice President Business Analyst - Investment Platform

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.

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, with a global remit supporting M&G’s investment platform and the delivery of change across the organisation.

This is a Vice President - Business Analysis role combining enterprise-level BA leadership with Asset Management domain expertise.

The role will shape analysis strategy, influence business and technology roadmaps, lead complex cross-functional transformation and establish a mature, consistent and outcome-led BA capability across teams.

The role requires a leader who can operate credibly across the broader Asset Management lifecycle while bringing strong Private Markets knowledge across investment origination, due diligence, deal execution, asset onboarding, portfolio management, valuations, cash flows, investment operations, data, reporting and the associated control environment.

The role will be expected to move comfortably between strategic leadership and hands-on analysis, translating executive priorities into sustainable operating models, technology and data outcomes while developing senior BAs and strengthening the wider BA profession.

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.
   

Key Stakeholder Management

Internal: M&G Investments, Investment teams, Private Markets stakeholders, Investment Operations, Technology & Engineering, Architecture, Data, Risk, Compliance, Finance, Change and Delivery.

External: Third-party technology/data providers and other external partners where required by the change initiative.

Knowledge and Skills - Key

·       Leadership: Demonstrable experience leading and developing experienced BA teams, setting direction, raising standards and building sustainable BA capability.

·       BA Maturity: Proven experience assessing BA capability maturity and implementing practical improvements to methods, governance, quality, knowledge management and professional development.

·       Asset Management: Broad end-to-end knowledge of the Asset Management industry, including investment management, portfolio processes, investment operations, risk, compliance, data and reporting.

·       Strategic Analysis: Ability to connect enterprise strategy to capabilities, operating models, processes, data, technology and measurable outcomes.

·       Stakeholder Influence: Executive-level communication and influencing skills, including the ability to challenge constructively and align senior stakeholders with different priorities.

·       Requirements Definition: Proven ability to lead business and technical requirements definition across large, complex programmes and products.

·       Business Analysis Practice: Expert knowledge of BA tools, techniques and standards across requirements, process, data, impact assessment, options analysis and benefits.

·       Technology: Strong understanding of technology-enabled change. Exposure to Aladdin or comparable investment/portfolio platforms is beneficial.

·       Delivery: Strong understanding of Agile and/or Waterfall delivery and practical experience working with technology teams; Jira and Confluence experience is beneficial.

·       Analytical Thinking: Strong critical thinking, structured problem solving and ability to evaluate complex information and challenge the status quo.

·       Risk and Controls: Strong risk mindset and ability to identify business, operational, data and delivery risks and support appropriate mitigation.

Experience

·       Minimum 17+ years of total professional experience, with substantial Business Analysis and change/transformation experience in Asset Management or closely related investment management environments.

·       Significant experience operating at senior leadership level, with accountability for BA quality, capability development, stakeholder influence, and complex cross-functional outcomes.

·       Demonstrable Asset Management experience to lead analysis beyond a single asset class or process area.

·       Experience managing, coaching and developing senior Business Analysts and creating career/capability pathways within a BA organisation.

·       Proven experience improving or maturing a BA practice, including standards, governance, reusable knowledge, quality assurance and continuous improvement.

·       Experience leading analysis across large-scale business and technology transformation involving multiple teams, locations, platforms, and senior stakeholders.

Education and Qualifications

Graduate in any discipline.

Relevant professional qualifications in Business Analysis, Asset Management, Change, Agile or related disciplines are desirable.

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…• Strategy, Transformation and Enterprise Analysis: Shape business analysis direction for complex investment-platform change; translate strategic outcomes into executable roadmaps; and lead target-state analysis, capability assessment, option evaluation, process design and operating-model definition to deliver measurable business outcomes.

• Private Markets Leadership: Provide senior BA leadership across Private Markets change, ensuring requirements and solutions reflect the distinctive lifecycle, operating model, data and control needs of private assets.

• Asset Management Domain Leadership: Apply end-to-end understanding of Asset Management, connecting Front Office investment activity with middle/back-office operations, risk, compliance, finance, data and client/regulatory reporting.

• BA Capability Maturity: Assist the Head of Business Analysis and progressively mature BA standards, methods, governance, artefacts and quality controls. Establish pragmatic maturity measures, identify capability gaps, and lead continuous improvement across the BA lifecycle.

• Leadership and Team Development: Lead, coach and mentor senior and lead BAs; establish clear expectations of what good looks like at each level of BA seniority; and use these expectations to guide development, succession, deployment, domain capability and leadership bench strength while fostering a high-performance, inclusive culture.

• BA Community and Consistency: Build reusable practices, templates, playbooks and knowledge assets and drive consistent application of fit-for-purpose BA techniques across programmes and product teams.

• Executive Stakeholder Management: Build trusted relationships with senior Investment, Operations, Technology, Data, Risk and Change stakeholders; challenge constructively, create alignment and communicate options, dependencies, risks and decisions clearly.

• Business Case Development: Lead creation of business cases and associated operating models, ensuring alignment to strategic goals.

• Benefits Realisation: Establish and oversee benefits realisation, defining measurable outcomes and working with programme/project leaders and business stakeholders to track delivery and drive corrective action.

• Requirements and Traceability: Lead business and technical requirements definition across large, complex initiatives and maintain traceability from strategic outcomes and obligations through design, acceptance criteria, testing and benefits.

• Data and Non-functional Requirements: Ensure data lineage, data quality, controls, security, resilience, performance and auditability requirements are identified early and validated.

• Solution Design and Validation: Partner with architecture, engineering, product and subject-matter experts to evaluate solution options and ensure delivered solutions meet agreed business outcomes.

• Operational Readiness and Change: Own the analysis contribution to transition-to-BAU, operational readiness, training and adoption, protecting existing business functionality and validating outcomes post implementation.

• Risk and Governance: Maintain a strong risk mindset; identify delivery, operational, data and control risks early, escalate through appropriate governance and support effective mitigation.

• AI-enabled Business Analysis: Set direction for proportionate use of approved AI tools across the BA lifecycle while retaining accountable human review, source validation and appropriate controls for sensitive information.

• Prompt Engineering and Quality Controls: Define practical approaches for prompt design, evaluation and reuse to improve analysis productivity and quality while preserving governance and confidentiality.

• Own and lead analysis across Private Markets business capabilities, considering the full investment lifecycle from opportunity/origination and due diligence through execution, onboarding, ongoing asset/portfolio management and exit/maturity.

• Understand Private Markets operating and data needs across asset classes such as private credit, private equity, real assets and infrastructure, and be able to distinguish common enterprise capabilities from asset-class-specific requirements.

• Lead analysis of complex investment structures, transactions, cash-flow events, valuations, positions, reference/master data, documents and reporting requirements, ensuring end-to-end process and data impacts are understood.

• Partner with Investment teams and enabling functions to simplify fragmented processes, improve controls and data quality, reduce manual interventions and define scalable target-state operating models.

• Assess platform and vendor capabilities against Private Markets business needs, define gaps and options, and ensure integrations and downstream impacts across investment, operations, risk, finance and reporting are considered.

• Drive clear ownership of business rules, data definitions, process flows, controls and decision logic so that knowledge is captured as reusable organisational knowledge rather than remaining person-dependent.

• Establish a BA capability framework spanning enterprise analysis, process, requirements, data, operating-model analysis, stakeholder management, benefits and solution validation.

• Introduce proportionate assurance of critical BA deliverables, with emphasis on quality, traceability, decision transparency and outcome alignment rather than documentation volume.

• Use delivery feedback, quality indicators and stakeholder outcomes to identify systemic BA capability improvements and maintain an actionable maturity roadmap.

• Create a culture in which BAs challenge constructively, think commercially, understand the investment domain, use data to support decisions and remain accountable for end-to-end business outcomes.

• Champion effective collaboration across UK and India teams and across business, technology and change disciplines, encouraging shared ownership and knowledge transfer.

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.