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: Manager - Client Reporting
Function: Investment Operations
Sub Function: Investment Reporting Services
Location: Mumbai
Shift: UK hours
Job Purpose:
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
4–7 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.
Skills Required
- 4-7 years experience in client reporting, investment operations, or financial services
- Deep understanding of investment products and portfolio structures across asset classes
- Proficiency in portfolio/accounting systems and market data platforms (Aladdin, Bloomberg, FactSet, Eagle)
- Experience with automation tools and dashboarding (Power BI, Tableau) and scripting (VBA, Python)
- Strong skills in data validation, reconciliation, and quality assurance
- Experience managing complex reporting deliverables and contributing to automation or reporting transformation
- Experience 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 field
- Professional certifications such as IOC, CFA Level I/II
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.
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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.
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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.”
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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.
M&G Insights
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.
