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Client Reporting Specialist

M&G plc
London, United Kingdom
Closing date
19 May 2024

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Job Details

At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve our vision we're looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role:

The Investment Reporting Services (IRS) Function is responsible for collating and distributing investment data to our internal teams, Clients and Regulators. This role represents an exciting opportunity to be part of an established Client Reporting Delivery team which sits in IRS, who are responsible for building and delivering high quality reporting to M&G's clients.

The role of Client Reporting Specialist forms part of a specialised team that manages the production and delivery of reports whilst ensuring continual improvement of day to day processes.

Key Responsibilities Include:
  • Carry out operational processes for periodic reporting to clients
  • Provide full impact analysis, including solutions and changes to business model for change requirements, and coordinate business sign off
  • Executing data checks and analysis on large data sets, to assure quality and resolve issues in a timely manner
  • Manage change implementation including plans of timeline and cost for delivery
  • Focus on managing early capture of reporting requirements and provide full impact analysis
  • Provide focused ownership and knowledge for the full content and delivery of KIIDs, fund factsheets and review reports production
  • Proactively engage with key stakeholders, including Product Development,

Compliance and Distribution:
  • Keep up to date at all times with business and industry standards as well as regulatory requirements as they pertain to reporting document produced by the team - sufficient knowledge of UCITs & PRIIPs is essential
  • To develop and use relationships with 3rd party data vendors to actively manage M&G data being represented in the market

Key Knowledge, Skills & Experience:
  • Strong understanding of instruments across the suite of asset classes M&G in which invest (fixed income, securitised debt, public equity, ETD & OTC derivatives, leveraged loans, private debt, private equity)
  • Good understanding of ESG terms and SFDR reporting requirements
  • Experience of data management or client reporting function within the asset management industry
  • Ability to handle and manipulate large volumes of static and dynamic data
  • Excellent analysis and problem-solving skills
  • Strong team player with the ability to work closely with colleagues
  • Experience working with external suppliers and data vendors.
  • Experience of data visualisation tools such as Power BI.
  • Advanced Excel skills
  • Proactive self-starter, with the ability to identify problems and follow them through to resolution

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality or disability 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.


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