Client Reporting Data Analyst

Posted 15 April by eFinancialCareers

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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 Investment Reporting Services (IRS) Function is responsible for collating and distributing investment data to our internal teams, Clients and Regulators. This role represents an exciting opportunity to be part of an established Reporting Data Delivery team which sits in IRS. The Client Reporting Data Team deliver reporting and data services for M&G plc, our customers and the regulators.

Against a backdrop of significant transformation, the Client Reporting Data Team are looking to recruit an individual who can support BAU reporting data processes and ensure service levels are maintained to enable other members of the team to focus on the technological change deliveries.
The successful candidate will work with the team and stakeholders to ensure the continued delivery of effective and efficient business processes and data services, which are essential to M&Gs client servicing offering.

Key Responsibilities Include:

  • Carry out operational processes for periodic reporting to clients
  • Executing data checks and analysis on large data sets, to assure quality and resolve issues in a timely manner
  • Identify data synergies across current regulatory reports to then build and deliver improvements to current processes, continually driving scalable, efficient and well governed business processes.
  • Assist in ESG data sourcing for client reporting to support M&G strategic ESG ambitions. This may involve attending workshops, building processes, or supporting requirements definition for automation.
  • To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&G's operational risk.
  • Focus on managing early capture of reporting requirements and provide full impact analysis
  • Proactively engage with key stakeholders, including Product Development, Compliance and Distribution
  • To develop and use relationships with 3rd party data vendors to actively manage M&G data being represented in the market
  • Ensure the right reporting solutions are developed for the clients to ensure that not only client requirements are met, but the principles of standardisation, scalability, and automation are met

Key Knowledge, Skills & Experience Include:
  • Strong understanding of instruments across the suite of asset classes M&G in which invest (fixed income, securitised debt, public equity, ETD & OTC derivatives, leveraged loans, private debt, private equity)
  • Experience of a client reporting function within the asset management industry, in particular the building of complex bespoke reports.
  • 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 of SQL would be beneficial
  • Experience of data visualisation tools such as Power BI.
  • Advanced Excel skills
  • Proactive self-starter, with the ability to identify problems and follow them through to resolution


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.

Reference: 52479328

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