Fund Reporting Executive

4 weeks ago


Edinburgh, 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.

The Role:
The Fund Marketing team delivers regulatory fund support, fund reporting and communications for Prudential funds to our customers. This role involves working successfully as part of a team - forming excellent working relationships with a wide range of both internal and external colleagues and stakeholders. The Fund Reporting Executive position would offer an exceptional opportunity to build a career in marketing focusing on funds and products.

Key Responsibilities for this role:

- Collecting and collating fund information from a number of internal and external sources and then updating a range of regulatory marketing material, such as fund factsheets and investment reports, with that information
- Support the relationship with external partners, who provide information and support the update of this literature, to ensure the delivery of accurate and timely updates for our customers
- Work collaboratively with internal parties to ensure literature is compliant and available to our customers
- Work collaboratively with external 3rd parties to ensure our fund data is accurate
- Support future developments and improvements to fund literature and processes
- To work collaboratively with colleagues, and take personal accountability, to support improvement of the overall control environment, customers outcomes and a reduction in M&G’s operational risk

Key Knowledge, Skills & Experience:

- Experience of funds, financial services products and information management
- Ideally experience of fund data collection, information management and fund reporting
- Experience of working with external fund data vendors would be desirable
- Experience of delivering & developing communications in a customer centric manner
- A proven ability to work to deadlines whilst retaining attention to detail and a high degree of accuracy
- Ideally some marketing experience
- Strong communication skills
- Strong numerical ability
- Good problem solving skills
- Adaptability and the ability to learn quickly

Closing Date: 17th August 2023

Work Level: Colleague

Recruiter: Phoebe Ewers

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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