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Assistant Vice President – Investment Data Services at M&G India – Lead the Fund Master function and drive data governance excellence.
Drive transformation, automation, and regulatory compliance across investment operations with cutting‑edge EDM platforms.
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.
Job Title: Assistant Vice President - Investment Data Services
Function: Investment Operations
Sub Function: Investment Data Services
Location: Mumbai
Shift: UK hours
Job Purpose:
To lead the Fund Master function within Investment Data Services, ensuring high-quality, complete, and compliant fund data management using Fundipedia. This role is pivotal in driving data governance, reconciliation, and strategic data initiatives across investment operations.
Key Responsibilities
- Lead Fundipedia implementation and enhancement projects to optimize fund data management.
- Define and enforce fund data governance frameworks, including pricing governance and quality controls.
- Own the fund master data strategy, ensuring accuracy, timeliness, and completeness across internal and external platforms.
- Drive automation, standardization, and scalability of data operations using Fundipedia and other tools.
- Act as escalation point for fund data discrepancies, reconciliation exceptions, and complex data-related queries.
- Collaborate with cross-functional teams including investments, compliance, distribution, client servicing, regulatory, vendor, and global teams.
- Represent Investment Operations in transformation programs and data governance forums.
- Monitor and report KPIs, delivering insights to improve fund data quality, operational efficiency, and service excellence.
- Mentor and guide team members on Fundipedia usage, data best practices, and continuous improvement.
- Implement assurance checks to ensure data meets investment, client reporting, and regulatory standards.
- Conduct data analysis to support business decisions and reporting needs.
- Oversee sustainability data integration and reporting across investment platforms.
- Ensure compliance with regulatory requirements and internal controls.
- Lead and manage the Data Services team, fostering innovation and continuous improvement.
Knowledge & Skills
Deep expertise in fund structures, share classes, and investment products.
Hands‑on experience with Fundipedia or similar EDM platforms.
Strong understanding of regulatory frameworks (e.g., UCITS, MiFID II, SFDR).
Proficiency in data tools (Excel, SQL, Power BI, Python, VBA).
Excellent leadership, stakeholder management, and communication skills.
Analytical mindset with ability to interpret complex fund data.
Proven ability to lead teams and manage cross‑functional initiatives.
Experience & Qualifications
10–14 years of experience in investment operations or data services
5+ years in leadership roles focused on data quality and servicing
Bachelor’s or Master’s degree in Finance, Data Science, or related fields
Certifications like CFA, FRM, or Data Management certifications preferred
Diversity & Inclusion
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.