Senior Client Reporting Specialist

4 weeks ago

London, United Kingdom M&G plc Full time

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.

Key Work Level Accountabilities
- Responsible for the creation and production of client reporting, ensuring client demands are met in a timely manner
- Responsible for managing the relationship with the client reporting vendor of choice
- Represent Client Reporting in the implementation of new reporting solution

Key Responsibilities
- Providing focused ownership and knowledge for the full content and delivery of Insurance Solutions reporting.
- Providing timely client and regulatory reporting to insurance clients; ensuring accurate and consistent data is reported.
- Co-ordinating and escalating data issues within insurance reporting, and ensuring they are resolved.
- Ensuring reports are designed appropriately for insurance clients.
- Work with reporting vendor to keep up to date on industry standards and regulatory requirements, ensuring the M&G offering remains aligned.
- Working with stakeholders to obtain specific requirements for reporting, for example classification for capital treatment and assurance rules.
- Supporting Insurance Solutions with report design, understanding client requirements and assessing the impact of change requests and new reports on existing data and reporting models.
- Communicating regularly with Distribution and Investment colleagues, keeping them informed, ensuring early identification of problems / issues.
- Interdepartmental project and regulatory work as required from time to time.

Key Knowledge, Skills & Experience
- Understanding of the client reporting landscape across global regions, with a focus on insurance solutions.
- A strong client focus - experience working with global institutional pension fund, insurance and bank clients would be a benefit.
- Change focussed with experience of driving significant change agendas which covers process and technology.
- Confident ability to manipulate and interpret data sets and to summarise for client consumption.
- Operates at a senior level, and can work with multiple stakeholders across the business, with strong interpersonal skills which establish long lasting relationships.
- Exceptional ability to challenge and champion the team’s needs with good judgement in assessing and managing risk.
- Demonstrates passion, proactivity and enthusiasm and wants to learn and make a real difference.
- Strong understanding of operational risks and control frameworks.
- 10yrs + experience in asset management/financial services management role.

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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