Senior Analyst - Proxy Voting & Class Action

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.

Key Responsibilities/ Accountabilities:

The key responsibilities of the team are to act as a support function for the Fixed Income Private Credit Front Office including Syndicated Bank Loans, Alternative Credit, Real Estate Finance, Restructuring and all other Private Credit teams.   

The individual will be responsible for: 

• Providing support throughout the year and during voting season, including the management of special voting requirements 
• Administration of the online proxy voting platform 
• Audit of global proxy voting activities 
• Respond to proxy voting queries from clients, fund managers and internal staff 
• Administration of central client account records, including supporting on-boarding of clients 
• Distribute daily vote allocations, carry out checks on voting volumes and following up on late votes, errors, and special requirements 
• Produce timely, accurate client voting alerts for meetings with special requirements 
• Quarterly delivery of client-specific activity statistics 
• Continually improve processes and related process documentation 
• Undertaking quarterly service review with vendors and ensuring accurate monthly MI is provided in a timely fashion 
• Ensure that all relevant Class Action requirements are completed and monitored to ensure all monies are received and allocated correctly. 
• Reconciliations around POA renewals and Class Actions 

Key Stakeholder Management

Internal

• HOD
• Risk and Compliance Teams
• India Management

External

• UK Process Managers

Knowledge, Skills, Experience & Educational Qualification

Knowledge & Skills (Must Have) :

• Excellent written and verbal communication 
• Vision & Strategy 
• Skill 
• Change Management 
• Team Work/Team Building 
• Influencing 
• Strong Planning & Organisation skills 
• Drive for Excellence 
• Flexibility & Delivery 
• Excellent level of accuracy and attention to detail. 
• An understanding of relevant market POAs and ensure that these are in place and renewed appropriately so we minimise any vote rejections. 
• Ability to work to strict deadlines. 
• An effective team worker. 
• An open/effective communication style. 
• Excellent relationship building skills. 
• Excellent planning and organising skills. 
• Excellent IT Skills of Microsoft Office, in particular Microsoft Excel. 
• The ability to work under pressure from both internal and external clients. 
• Must be able to “hit the ground running” in a high-pressured environment. 
• The ability and willingness to put in added time and effort in times of busy periods. 

Magnitude of Impact:

• Strong drive and delivery, committed to achieving results and delivering on time
• Strong analytical thinking and a critical evaluator of information/issues
• End to end ownership of the processes and issue resolution

Experience:

• Knowledge of ISS Proxy Voting Platform and Proxy Edge (Class Actions) 
• Knowledge of Broadridge Proxy Voting Platform. 
• Knowledge of Proxy Voting & Class Actions 
• Knowledge of Aladdin 

Knowledge & Skills (Additional) :

Required: Minimum 5 years’ experience within Investment Operations and 3 years in Proxy Voting and/or Corporate Actions. Able to demonstrate knowledge of CASS, including CASS 7 & 8 and the risk associated with failure to adhere. 

Educational Qualification:

• Degree level in Finance/ Mathematics/ Economics
• Relevant IOC or Investment Management qualification / Certification would be desirable.

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.