Manager - IO - Investment Reporting Services

Mumbai, Maharashtra
Permanent
Full-time

7 days ago

We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G plc group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003. At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.M&G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M&G plc’s ambition to be the best loved and most successful savings and investments company in the world.Our diversified service offerings extending from Digital Services (Digital Engineering, AI, Advanced Analytics, RPA, and BI & Insights), Business Transformation, Management Consulting & Strategy, Finance, Actuarial, Quants, Research, Information Technology, Customer Service, Risk & Compliance and Audit provide our people with exciting career growth opportunities. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.To act as a subject matter expert in client reporting, responsible for delivering complex, high-quality reporting solutions and driving continuous improvement. This role builds foundational capabilities, enhances reporting accuracy, and contributes to future-state reporting models through automation, data governance, and mentoring. The role also supports strategic initiatives that improve client experience and reporting scalability.Key Responsibilities:

Manage end-to-end client reporting for strategic accounts, ensuring timely, accurate delivery through data validation, system integration, and close coordination with service teams.
Design and deliver customized reporting solutions aligned with client mandates and regulatory standards.
Build scalable reporting processes and contribute to automation and analytics initiatives.
Act as a reporting SME for high-value clients and internal stakeholders.
Mentor junior team members and promote knowledge sharing.
Collaborate with cross-functional teams to resolve data issues and improve reporting workflows.
Support the implementation of new tools and reporting enhancements.
Maintain audit-ready documentation and ensure compliance with internal controls.
Contribute to strategic projects that enhance reporting capabilities and client experience.

Knowledge & Skills:

Deep understanding of investment products and portfolio structures across asset classes.
Ability to translate data into client-relevant insights and reporting solutions.
Proficiency in portfolio/accounting systems and market data platforms (e.g., Aladdin, BB, FactSet, Eagle).
Experience with automation tools, dashboarding (Power BI, Tableau), and scripting (VBA, Python).
Strong skills in data validation, reconciliation, and quality assurance.
Effective communicator and collaborator with cross-functional teams.
Experience mentoring team members and embedding best practices.
Analytical mindset with a proactive approach to problem-solving.
Commitment to governance, documentation, and compliance standards.

Experience & Qualifications

6–10 years of experience in client reporting, investment operations, or financial services, preferably within asset management or investment banking.
Demonstrated success in managing complex reporting deliverables and contributing to strategic initiatives such as automation, system upgrades, or reporting transformation.
Experience in mentoring or coaching team members and building reporting capabilities.
Exposure to global client servicing, including institutional clients with customized reporting needs.
Bachelor’s or Master’s degree in Finance, Commerce, Business Administration, or related fields.
Professional certifications such as IOC, CFA Level I/II, or equivalent are advantageous.

Key Stakeholder Management

Distributions Teams
Change & Technology teams
Investment Teams

Leadership & Committees
Project Sponsor & teams
Business Transformation Teams
TPAs

We have a diverse workforce and an inclusive culture at M&G Global Services, regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, 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.

M&G

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