Vice President Business Analyst – Investment Platform

Overview

Vice President Business Analyst for M&G's Investment Platform team, combining enterprise-level BA leadership with Asset Management domain expertise, with a strong focus on Private Markets.

What you'll do

• Shape analysis strategy and lead business case development and operating models for projects, aligned with strategic goals.
• Assist the Project/Programme Manager in identifying and defining benefits and managing their realisation through the project lifecycle.
• Produce detailed business and technical requirements (including epics and user stories) using interviews, analysis, workshops, prototyping, data and workflow analysis.
• Ensure timely delivery of user stories and other project deliverables within agreed timelines.
• Critically evaluate information from multiple sources to ensure accuracy and relevance.
• Communicate and collaborate proactively with internal and external stakeholders on information needs, functional requirements, capabilities and feasibility.
• Drive and challenge project team members on assumptions and plans to ensure successful execution.
• Present design and solution options using critical problem solving; interpret customer business needs and translate them into operational requirements.
• Maintain end-to-end awareness of business outcomes and BAU landing, ensuring existing functionality is not impacted.
• Raise delivery concerns and risks through appropriate channels on a timely basis.
• Collaborate with implementation teams and subject matter experts to establish the technical vision and analyse usability versus performance trade-offs.
• Ensure technology builds or business processes meet specifications and participate in test preparation and execution.
• Contribute to external-facing documents such as Service Level Agreements and manage third-party analysis deliverables.
• Facilitate operational readiness with business teams and ensure smooth transitions.
• Ensure the overall solution meets agreed objectives; align test planning with the Test Manager and Project Manager.
• Lead handover of training documentation and conduct training sessions as needed.
• Lead analysis across Private Markets capabilities over the full investment lifecycle, including origination, due diligence, deal execution, onboarding, portfolio management, valuations, cash flows, reporting and exit.
• Lead analysis of complex investment structures, transactions, valuations, reference data and reporting requirements, including end-to-end process and data impacts.
• Partner with Investment teams and enabling functions to simplify processes, improve controls and data quality, and define scalable target-state operating models.
• Assess platform and vendor capabilities against Private Markets needs, define gaps and options, and consider downstream impacts.
• Lead business and technical requirements definition across large, complex initiatives, maintaining traceability through design, testing and benefits.
• Ensure data lineage, data quality, controls, security, resilience, performance and auditability requirements are identified early and validated.
• Lead, coach and mentor senior and lead BAs, set expectations by seniority level, and develop succession and leadership bench strength.
• Assist the Head of Business Analysis in maturing BA standards, methods, governance, artefacts and quality controls, and lead continuous improvement.
• Build reusable practices, templates, playbooks and knowledge assets, and drive consistent application of BA techniques.
• Build trusted relationships with senior Investment, Operations, Technology, Data, Risk and Change stakeholders, and communicate options, dependencies, risks and decisions clearly.
• Set direction for proportionate, governed use of approved AI tools across the BA lifecycle, including prompt design and quality controls.

What you'll need

• 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 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.
• 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.
• Demonstrable experience leading and developing experienced BA teams, setting direction, raising standards and building sustainable BA capability.
• Broad end-to-end knowledge of the Asset Management industry, including investment management, portfolio processes, investment operations, risk, compliance, data and reporting.
• Ability to connect enterprise strategy to capabilities, operating models, processes, data, technology and measurable outcomes.
• Executive-level communication and influencing skills, including constructive challenge and aligning senior stakeholders with different priorities.
• Proven ability to lead business and technical requirements definition across large, complex programmes and products.
• Expert knowledge of BA tools, techniques and standards across requirements, process, data, impact assessment, options analysis and benefits.
• Strong understanding of technology-enabled change and practical experience working with technology teams.
• Strong understanding of Agile and/or Waterfall delivery.
• Strong critical thinking, structured problem solving and ability to evaluate complex information and challenge the status quo.
• Strong risk mindset and ability to identify business, operational, data and delivery risks and support mitigation.
• Graduate in any discipline.

Nice to have

• Exposure to Aladdin or comparable investment/portfolio platforms.
• Jira and Confluence experience.
• Relevant professional qualifications in Business Analysis, Asset Management, Change, Agile or related disciplines.

Details

• Location: Pune, India.
• Role sits within the Investment Platform team, a central team within Investment Transformation and Technology with a global remit.
• Works closely with UK and India teams.