Manager - Investor Services

M&G India; Mumbai; On-site; INR 2,100,000 - 3,500,000; Full time

Job summary

M&G India in Mumbai seeks a Manager - Investor Services to lead the Transfer Agency Service Management (TASM) team, overseeing end-to-end transfer agency operations, including Trailer Fees, PPL, and UK Offshore processes, with a focus on accuracy, compliance, and stakeholder alignment.

The role combines strong leadership with data-driven automation using Python, Alteryx, and Tableau/Power BI, and requires 5–10 years in financial services plus a graduate/postgraduate in Data Science/AI.

Qualifications

• Understanding of transfer agency operations.
• Ability to manage high-volume, deadline-driven processes with accuracy.
• Hands on experience in monitoring trades and cashflows.
• Expert in reconciliation of Banking statements.
• Leadership and team management capabilities.
• Proficiency in MS Excel, User Define Applications.

Responsibilities

• Support Transfer Agency with automation of daily repeatable tasks by leveraging Python, Alteryx and AI capabilities.
• Provide assistance to stakeholders with creation of dashboards for reporting Transfer Agency KPI / Metrics.
• Collaborate effectively with colleagues and assume individual responsibility identifying automation opportunities.
• Perform, Lead and manage daily operations across Trailer Fees, PPL, and UK Offshore processes, ensuring timely and accurate execution.
• Supervise and mentor a team of senior analysts, providing guidance, training, and performance feedback.
• Efficiently calculate, validate, and process trailer fees in strict accordance with contractual agreements. Ensure prompt payment processing and accurate reporting for distributor compensation.
• Conduct periodic reconciliation of trailer fees agreements between M&G and Caceis. identify and investigate any differences to maintain transparency and compliance.
• Assist with other daily, weekly, and monthly tasks, and interact with stakeholders to obtain necessary approvals
• Ensure adherence to standard operating procedures, internal controls, and service level agreements (SLAs).
• Oversee the creation, amendment, and reconciliation of trailer fee agreements and rebate processing in coordination with Caceis.
• Manage the daily pricing and reporting processes for PPL, including handling late prices and fund-of-fund allocations.
• Coordinate UK Offshore agreement updates, including manual data entry into SS&C systems and AMC rebate processing.
• Act as the primary escalation point for operational issues and stakeholder queries, ensuring timely resolution and communication.
• Collaborate with UK stakeholders, third-party administrators (e.g., BNY Mellon, State Street, SS&C), and internal teams to ensure seamless service delivery.
• Drive process improvement initiatives, automation opportunities, and documentation updates to enhance efficiency and reduce risk.
• Support project delivery and change management initiatives, including onboarding of new investors and charity statement processes.

Skills

Transfer agency ops

High-volume processing

Leadership

Excel

Communication

Problem solving

Education

Graduate/Postgraduate in Data Science/Artificial Intelligence

CFA/CA/MBA Finance

Tools

Alteryx

Python

Tableau/Power BI

Job description

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.

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

Manager - Investor Services

Function

Asset Management - Investment Operations

Team

Transfer Agency Service Management (TASM)

Location

Mumbai

Shift Timings

12:30 pm - 9:30 pm and 1:30 pm to 10:30 pm / UK Shift

Overall Job Purpose

The Transfer Agency Service Management (TASM) team at M&G Global Services plays a critical role in supporting investment operations by managing and executing key agency processes. The team ensures accurate and timely processing of investor transactions, fee calculations, and data management across multiple fund structures and jurisdictions.

The Manager – Transfer Agency Service Management (TASM) is responsible for overseeing the end‑to‑end delivery of transfer agency operations including Trailer Fees, Prudential Pension Limited (PPL), and UK Offshore processes. This role involves managing a team, ensuring operational excellence, maintaining strong stakeholder relationships, and driving continuous process improvement. The Manager will also play a key role in managing high‑volume data updates, resolving escalations, and ensuring compliance with regulatory and contractual obligations

Key Responsibilities/ Accountabilities

• Support Transfer Agency with automation of daily repeatable tasks by leveraging Python, Alteryx and AI capabilities.
• Provide assistance to stakeholders with creation of dashboards for reporting Transfer Agency KPI / Metrics.
• Collaborate effectively with colleagues and assume individual responsibility identifying automation opportunities.
• Perform, Lead and manage daily operations across Trailer Fees, PPL, and UK Offshore processes, ensuring timely and accurate execution.
• Supervise and mentor a team of senior analysts, providing guidance, training, and performance feedback.
• Efficiently calculate, validate, and process trailer fees in strict accordance with contractual agreements. Ensure prompt payment processing and accurate reporting for distributor compensation.
• Conduct periodic reconciliation of trailer fees agreements between M&G and Caceis. identify and investigate any differences to maintain transparency and compliance.
• Assist with other daily, weekly, and monthly tasks, and interact with stakeholders to obtain necessary approvals
• Ensure adherence to standard operating procedures, internal controls, and service level agreements (SLAs).
• Oversee the creation, amendment, and reconciliation of trailer fee agreements and rebate processing in coordination with Caceis.
• Manage the daily pricing and reporting processes for PPL, including handling late prices and fund-of-fund allocations.
• Coordinate UK Offshore agreement updates, including manual data entry into SS&C systems and AMC rebate processing.
• Act as the primary escalation point for operational issues and stakeholder queries, ensuring timely resolution and communication.
• Collaborate with UK stakeholders, third-party administrators (e.g., BNY Mellon, State Street, SS&C), and internal teams to ensure seamless service delivery.
• Drive process improvement initiatives, automation opportunities, and documentation updates to enhance efficiency and reduce risk.
• Support project delivery and change management initiatives, including onboarding of new investors and charity statement processes.

Knowledge, Skills, Experience & Educational Qualification

Must-Have Skills

• Understanding of transfer agency operations.
• Ability to manage high-volume, deadline-driven processes with accuracy.
• Hands on experience in monitoring trades and cashflows.
• Expert in reconciliation of Banking statements.
• Complaints and Breaches monitoring
• Leadership and team management capabilities.
• Excellent communication and stakeholder engagement skills.
• Strong analytical and problem-solving skills.
• Proficiency in MS Excel , User Define Applications.

Experience

• Project experience with Alteryx, Python & Tableau/Power BI.
• 5-10 years of experience in financial services.

Educational Qualification

• Graduate/Postgraduate in Data Science/ Artificial Intelligence
• Professional certifications (e.g., CFA, CA, MBA Finance) are a plus.

Shift timings

12:30 pm- 9.30 PM and 1:30 pm to 10:30 pm/ UK Shift

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
Move it Forward Together: Forming cross-functional teams to seize the right opportunities and solve real problems.
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.