Assistant Vice President - Client Reporting

Reposted 4 Days Ago
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Mumbai, Maharashtra, IND
In-Office
Expert/Leader
Fintech • Financial Services
The Role
Lead the evolution of client reporting by aligning capabilities with business goals, driving transformation, and ensuring compliance. Spearhead initiatives to modernize and scale reporting functions and build a high-performing team.
Summary Generated by Built In

About M&G India


We are M&G India, the strategic innovation and digital hub for M&G. Established in 2003, we have offices in Mumbai and Pune.


Our teams work closely with colleagues across the Group worldwide to drive transformation, build digital capability, and support sustainable growth. By leveraging technology, AI, automation, and process excellence, we bring new ways of thinking to improve outcomes for both customers and colleagues.


Grounded in a vibrant culture with strong foundations, we are central to how M&G is transforming as a business.

 

About M&G


Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.


Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.


Through 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: Assistant Vice President – Client Reporting

Function: Investment Operations

Sub Function: Investment Reporting Services

Location: Mumbai

Shift: UK hours

Job Purpose

To lead the strategic evolution of the client reporting function by aligning reporting capabilities with global business objectives, regulatory change, and client expectations. This role drives transformation, builds future-state operating models, and ensures reporting is a source of insight, value, and competitive advantage.

Key Responsibilities

  • Define and execute the strategic roadmap for client reporting, including digital transformation and automation.

  • Lead global initiatives to standardize, scale, and modernize reporting capabilities.

  • Build and lead a high-performing leadership bench and talent pipeline.

  • Own the control framework and ensure audit readiness, risk mitigation, and regulatory compliance.

  • Partner with senior stakeholders across functions to co-create reporting solutions and influence enterprise strategy.

  • Use analytics and MIS to drive insights, performance tracking, and decision-making.

  • Represent the reporting function in cross-functional forums, transformation programs, and client onboarding discussions.

  • Continuously assess industry trends and client needs to evolve the reporting model.

  • Champion a culture of innovation, accountability, and excellence across the reporting organization.

Knowledge & Skills

  • Deep expertise in investment products, reporting platforms, and data ecosystems.

  • Proven leadership in reporting transformation, automation, and regulatory change management.

  • Strong command of reporting tools (Excel, Power BI, Tableau), scripting (VBA, Python), and data platforms (Bloomberg, FactSet, Eagle, Aladdin).

  • Strategic thinking with the ability to translate vision into scalable execution.

  • Strong stakeholder management and influencing skills across global teams.

  • Experience in building and leading diverse, high-performing teams.

  • Excellent communication, decision-making, and problem-solving capabilities.

  • High integrity, accountability, and commitment to governance and compliance

Experience & Qualifications

  • 10–14 years of progressive experience in asset management or investment reporting.

  • At least 5-7 years in leadership roles within client reporting.

  • Demonstrated success in leading reporting teams and transformation programs.

  • Experience in managing regulatory reporting, client onboarding, and enterprise-level initiatives.

  • Bachelor’s or Master’s degree in Finance, Business, or related fields.

  • Certifications like CFA, FRM, or IOC preferred.

Key Stakeholder Management

  • Distributions Teams

  • Change & Technology teams

  • Investment Teams

  • Leadership & Committees

  • Project Sponsor & teams

  • Business Transformation Teams

  • TPAs

Note: *We are in Hybrid working with three days’ work from office (subject to policy change)


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.

Skills Required

  • 10-14 years of progressive experience in asset management or investment reporting
  • At least 5-7 years in leadership roles within client reporting
  • Bachelor's or Master's degree in Finance, Business, or related fields
  • Certifications like CFA, FRM, or IOC preferred

M&G Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&G and has not been reviewed or approved by M&G.

  • Retirement Support Pension support in the UK is presented as notably generous versus typical market norms and is positioned as a core part of total reward. Formal materials also highlight share plans and financial‑wellbeing tools alongside pension value.
  • Leave & Time Off Breadth Annual leave in the UK is described as substantially above statutory norms with the option to purchase additional days. Additional flexibility is referenced through policies such as “Time Off When You Need It.”
  • Parental & Family Support Parental policies (e.g., “Inspiring Families”) are characterized as extensive, including long fully paid leave and phased return‑to‑work support. External recognition is cited as reinforcing family support as a distinctive element of the package.

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The Company
HQ: London
2,729 Employees

What We Do

M&G plc is a leading international savings and investments business, managing money for around 4.6 million individual clients and more than 900 institutional clients in 38 offices worldwide. As at 31 December 2023, we had £343.5 billion of assets under management and administration. Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, M&G plc has a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our three distinct operating segments, Asset Management, Life and Wealth, work together to provide access to balanced, long-term investment and savings solutions.

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