Group Entity : Asset Management Group
Role Title - Manager (Product Management)
Proposed Global Career Band:6
Line Manager?s Name & Role Title : AVP -Product Management
Business/Function & Location:
(Country/Department) India / AMG
Role Purpose (overall high level summary of the role)
The Global Asset Management (AMG) Product team centralizes a number of activities, including Product data management, within the AMG Bangalore team. These activities are performed for AMG mutual fund.
FDS is the Golden Source product data management service for AMG; this service encompasses all activities undertaken to source, validate, standardize, store and publish fund data. The Fund Data Management Application (FDMA) is the web-based interface to access data held in the Funds Data Service. Both the data and FDMA are hosted/managed by Morningstar.
New activities have identified to be performed within the Global Fund Documentation Management (GDFM) framework.
This role has been created to take responsibility for a number of the GFDM Framework activities whilst performing FDS activities
Principal Accountabilities: Key activities and decision making areasTypical Targets and Measures
Impact on the Business/Function
?Writing, maintaining and coordinating the approvals of fund investment objectives for the Global Product Management team?s UCITS KIIDs, PRIIPs EPT and fund factsheets.
?Perform roles in implementation projects for FundHive (a fund documentation production system).
?Produce Fund Holiday Calendars and perform any required calculations in Excel based on fund holdings data.
?Additional Product-related activities as directed.
?Work with the Fund & Investment Governance Team and equivalents in regional Product teams to source and maintain Product FDS data.
?Ensure that all Excel or SharePoint based trackers and dashboards are updated in a timely manner.
?Proactively resolve any identified data issues, propose and implement enhancements to data management processes.
?Consistency of terminology and descriptions within the fund investment objectives.
?Completion of roles in FundHive implementation projects within agreed timelines.
?Consistently high data quality scores (for relevant attributes such as Completeness) for Product data.
?Identifications of methods and enhancements of processes to improve the quality of data and increase the scope of data coverage.
Customers / Stakeholders
?Fund & Investment Governance Team and equivalents in regional Product teams.
?Onshore Global Data Management team.
?Fund Boards & Management Companies and their delegated third-parties.
?E-mail communication and requests received should be responded and attended to on timely manner.
?All the requirements of stakeholders should be accommodated and completed as per any agreed dates.
Leadership & Teamwork
?Managing the team of four to five data analysts. The member will work closely with the team to help and implement the Funds Data Services effectively
?Work with peers, onshore and local team manager and be open to take additional responsibilities. Work in close coordination with other peers/colleagues and independently handle various team deliverables with complete ownership and accountability
?Helping the team lead in mentoring the junior team members and collaborate to impart best practices to the team.
?Examples of ?detailed and rigorous? will include;
oA well-rounded and structured analysis of the relevant product.
oDemonstration of a clear understanding of the various static data attributes at Legal Entity, Fund, Dealing currency & Share class level etc...
oAppropriate monitoring and updating of all recommendations
The individual must share the best practice with the team and always keep the backup ready in his/her absence
?Must be a strong leader for all the data quality projects and data quality calls by assuring work completion
?Demonstrate by leading with examples
?Effective management of escalations/issues related to people
Operational Effectiveness & Control
?Review and enhance current operations and data governance for the team and datasets
?Maintain a framework to implement all recommended controls.
?Coaching the team on the governance framework and guiding on day to day queries.
?Publishing of MI to stakeholders on operational effectiveness and controls
?Daily evaluation of governance effectiveness by reviewing checks and highlighting gaps and working to resolve them.