At a Glance
- Tasks: Join our team to enhance client reporting and drive process improvements.
- Company: M&G, a leading savings and investments firm with over 175 years of innovation.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and flexible working options.
- Other info: We support diverse talents and offer accommodations for all applicants.
- Why this job: Make a real impact in a dynamic environment while developing your analytical skills.
- Qualifications: Experience in business analysis and a strong understanding of asset management operations.
The predicted salary is between 36000 - 60000 £ per year.
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. We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.
The Role
We are seeking a proactive and detail oriented Business Analyst with a strong track record in Client Reporting change initiatives to join our newly formed Client Reporting Solutions Team. You will play a key role in delivering the Client Reporting strategy under the Client Experience (CX) Programme and work directly with a varied cross section of internal stakeholders (Distribution, Investments, Data Strategy Team and Tech & Change). You will support the Head of CR Solutions and the whole Client Reporting team in progressing our exciting transformation journey. In 2026, Client Reporting will focus on foundational improvements, including developing a service catalogue, redefining change request processes, enhancing existing workflows, and establishing data prioritisation principles. In 2027, we will build on this foundation to differentiate between strategic and tactical solutions and embed long term improvements. This role sits at the intersection of reporting, technology, data, and client service. It is ideal for someone with strong analytical ability, hands on client reporting experience, and deep knowledge of asset management operations and data. You will be instrumental in assessing reporting requirements, coordinating change initiatives, and driving continuous improvement across the reporting value chain. This is a 24 month Fixed Term contract.
Key Responsibilities
- Business Analysis and Process Design for Change Request Process and Service Catalogue: Analysis of current change request process to establish enhanced WOW, introducing metrics throughout the workflow to drive continuous improvement. Drive the creation of the service catalogue via analysis of existing offerings to create standards and pairing to our Client Tiering framework.
- Stakeholder Engagement: Form a strong collaboration with our internal reporting SMEs and act as a central point of contact for the Change Programme, ensuring effective communication, prioritisation, and transparency across teams and workstreams.
- Process Improvement: Support the review and optimisation of existing reporting processes. Identify opportunities for efficiency, scalability, and enhanced documentation.
- Data Strategy Coordination: Bring together the data challenges for client reporting and dependencies for each output scope to tell a clear story of the path to green, including tactical vs strategic.
- KPI & Workflow Oversight: For activities in scope develop KPIs and leverage workflow tools to track progress, identify bottlenecks, and support decision‑making.
Key Knowledge, Skills & Experience
Essential
- Experience in a senior business analyst role.
- Strong understanding of asset management operations and client types, including institutional, retail, and segregated mandates and their differing reporting requirements.
- End-to-end knowledge of the client reporting lifecycle: data sourcing, production, quality control, and delivery.
- Proven experience in delivering process change and delivering scalable solutions within a client reporting function.
- Familiarity with vendor reporting platforms, reporting technologies and workflow automation tools.
- Understanding of data architecture and data management principles (e.g. lineage, governance, quality).
- Ability to manage multiple priorities and stakeholders in a dynamic environment.
- Proficiency in Power BI for dashboard creation and reporting insights.
- Experience using JIRA or similar tools to manage workflows and change requests.
- Strategic thinker with a solution-oriented mindset and a track record of delivering change.
- Strong experience within Asset Management.
Desirable
- Experience in cross-functional transformation programmes, including target operating model design and transition planning.
- Experience working with offshore teams and outsourced operations.
- Knowledge of financial instruments and investment strategies.
- SQL experience would be highly beneficial.
Location London
Work Level Manager or Expert
Recruiter Sarah Hawkins
Type Fixed Term contract - 24 months
What we offer
At M&G, we're committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:
- As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions.
- We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.
- Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy - to balance your work and personal commitments.
- Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
- Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.
M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at careers@mandg.com.
Business Analyst (Client Reporting) - FTC employer: M&G plc
Contact Detail:
M&G plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst (Client Reporting) - FTC
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their client reporting strategies and think about how your skills can contribute to their goals. We want you to shine, so practice common interview questions and have your own questions ready to show your interest!
✨Tip Number 3
Showcase your analytical skills! Bring examples of past projects where you’ve improved processes or delivered change. We love seeing how you’ve made an impact in previous roles, especially in client reporting or asset management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for exceptional talent like you to join our team and help us create an amazing workplace.
We think you need these skills to ace Business Analyst (Client Reporting) - FTC
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in client reporting and business analysis. We want to see how your skills align with our needs, so don’t hold back on showcasing your relevant achievements!
Showcase Your Analytical Skills: Since this role is all about data and reporting, be sure to include specific examples of how you've used your analytical abilities in past roles. We love seeing how you’ve tackled challenges and driven improvements in your previous positions.
Engage with Our Values: We’re all about integrity and collaboration, so reflect that in your application. Share experiences where you’ve worked effectively with teams or stakeholders, and how you’ve contributed to a positive work environment.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at StudySmarter!
How to prepare for a job interview at M&G plc
✨Know Your Client Reporting Inside Out
Make sure you brush up on your knowledge of the client reporting lifecycle. Understand data sourcing, production, quality control, and delivery. Being able to discuss these elements confidently will show that you're not just familiar with the processes but can also contribute to improvements.
✨Engage with Stakeholders
Prepare to discuss how you've successfully collaborated with various stakeholders in previous roles. Think of examples where you acted as a central point of contact and facilitated effective communication. This will demonstrate your ability to engage with internal reporting SMEs and manage priorities.
✨Showcase Your Analytical Skills
Be ready to talk about specific instances where you've used your analytical skills to drive process change or improve efficiencies. Highlight any experience with metrics and KPIs, as this role requires a strong focus on continuous improvement and data-driven decision-making.
✨Familiarise Yourself with Tools
Since familiarity with tools like Power BI and JIRA is essential, make sure you can discuss your experience with these platforms. If you have any examples of how you've used them to manage workflows or create dashboards, be sure to share those during the interview.