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Investment Reporting Specialist

2 months ago

London, Greater London, United Kingdom M&G Full time
About the Role

We are seeking a highly skilled Client Reporting Specialist to join our Investment Reporting Services (IRS) Function. This role represents an exciting opportunity to be part of an established Client Reporting Delivery team, responsible for building and delivering high-quality reporting to M&G's clients.

Key Responsibilities
  • Carry out operational processes for periodic reporting to clients, ensuring timely and accurate delivery.
  • Execute data checks and analysis on large data sets, resolving issues in a timely and efficient manner.
  • Manage change implementation, including plans for 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 Client Reporting, including SFDR annexes and PAI statements.
  • Proactively engage with key stakeholders, including Product Development, Compliance, and Distribution.
  • Stay up-to-date with business and industry standards, as well as regulatory requirements, pertaining to reporting documents produced by the team.
Key Knowledge, Skills & Experience
  • Strong understanding of instruments across the suite of asset classes M&G invests in, including fixed income, public equity, leveraged loans, private debt, and private equity.
  • Good understanding of ESG terms and SFDR reporting requirements.
  • Experience in data management or client reporting functions 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 with data visualization tools, such as Power BI.
  • Advanced Excel skills.
About M&G

M&G is a diverse workforce with an inclusive culture, underpinned by our policies and employee-led networks. We welcome applications from individuals who share our values and are committed to creating a workplace that is inclusive and respectful of all employees, regardless of gender, ethnicity, age, sexual orientation, nationality, or disability.