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.
Job Title:
Senior Analyst– Client Reporting (1A)
Job Function:
Investment Operations
Job Sub Function:
Investment Reporting Services
Reports to:
Sr Manager/ AVP
Location:
MumbaiBusiness Area: M&G Global ServicesShift Timings: EMEA hours (starting 12:30 PM IST)
Overall Job Purpose
The Senior Analyst (Client Reporting) is responsible for the end-to-end production and delivery of accurate, timely, and customized investment reports for institutional and retail clients across global markets. Acting as a key interface between the organization and its clients, the role ensures transparency, regulatory compliance, and service excellence. By leveraging financial expertise, data analytics, automation, and strong governance, the role contributes to continuous improvement and delivers strategic value across the reporting lifecycle.
Key Responsibilities:
- Lead and support the preparation, review, and delivery of periodic and ad hoc client reports, ensuring accuracy, quality, and timeliness.
- Manage reporting for high-value and strategic clients, coordinating closely with client service teams.
- Provide daily and periodic data to clients and custodians, ensuring alignment with SLAs and regulatory standards.
- Extract, validate, and consolidate data from portfolio, accounting, and market systems, resolving discrepancies as needed.
- Perform complex reconciliations and support investment teams with data analysis and reporting.
- Act as a key contact for internal stakeholders, addressing reporting inquiries and managing escalations.
- Collaborate with cross-functional teams including Compliance, Performance, and Technology to ensure seamless reporting delivery.
- Drive process improvements through automation, standardization, and participation in reporting-related projects.
- Ensure adherence to regulatory requirements, internal controls, and maintain documentation of reporting procedures and client preferences.
Knowledge & Skills:
- Strong understanding of financial instruments and multi-asset investment strategies.
- Proficiency in data analysis, reporting tools, and portfolio/accounting systems (e.g., Aladdin, BB, FactSet).
- Experience with reporting automation, dashboarding (e.g., Power BI, Tableau), and scripting (e.g., VBA, Python) is preferred.
- Skilled in data validation, complex reconciliations, and managing large datasets.
- Familiarity with regulatory frameworks and internal governance standards.
- Strong leadership, ownership, and problem-solving abilities in managing reporting deliverables.
- Excellent attention to detail, time management, and ability to meet tight deadlines.
- Effective communicator with strong collaboration skills across global and cross-functional teams.
- Adaptable and client-focused, with a continuous improvement mindset and eagerness to learn new tools and methodologies.
Experience:
- 2-5 years of experience in client reporting, investment reporting, or similar roles within the asset management or financial services industry.
Educational Qualification:
- Bachelor/ Master's degree in Finance, Commerce, Business Administration, or related fields.
- Certifications related to Projects/ Business Analysis/ VB or offered by CISI are an advantage
Key Stakeholder Management
- Distributions Teams
- Change & Technology teams
- Investment Teams
- Leadership & Committees
- Business Transformation Teams
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.
